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Sachetta’s iShares National Muni Bond ETF MUB Stock Holding History

Sachetta’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-173
Closed -$18.5K – 1014
2026
Q1 		$18.4K Buy
+173
New +$18.6K 0.01% 324
2025
Q4 		– Sell
-3,620
Closed -$385K – 1080
2025
Q3 		$385K Hold
3,620
– – 0.14% 110
2025
Q2 		$378K Buy
3,620
+690
+24% +$71.7K 0.15% 107
2025
Q1 		$309K Hold
2,930
– – 0.13% 114
2024
Q4 		$312K Sell
2,930
-1
-0% -$107 0.12% 120
2024
Q3 		$318K Hold
2,931
– – 0.13% 116
2024
Q2 		$315K Buy
2,931
+941
+47% +$100K 0.14% 115
2024
Q1 		$216K Hold
1,990
– – 0.1% 139
2023
Q4 		$216K Buy
+1,990
New +$208K 0.1% 139

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Sachetta's MUB Position: Q2 2026 in Review

Sachetta sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 173 shares — an estimated $18.5K sold.

Sachetta first reported a position in MUB in Q4 2023 and held it in 9 quarters. The position peaked at $385K in Q3 2025. 420 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Sachetta reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 173 iShares National Muni Bond ETF shares in Q2 2026, an estimated $18.5K.
  • Sachetta first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 9 quarters.
  • Sachetta's iShares National Muni Bond ETF position peaked at $385K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.