SWA
MUB icon

Safir Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Safir Wealth Advisors’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 		$2.48M Hold
23,079
– – 1.61% 9
2026
Q1 		$2.45M Buy
23,079
+465
+2% +$50K 1.77% 10
2025
Q4 		$2.42M Hold
22,614
– – 1.7% 9
2025
Q3 		$2.41M Sell
22,614
-3,310
-13% -$346K 1.7% 10
2025
Q2 		$2.71M Sell
25,924
-545
-2% -$56.7K 1.99% 10
2025
Q1 		$2.79M Buy
26,469
+6,890
+35% +$733K 2.21% 10
2024
Q4 		$2.09M Sell
19,579
-440
-2% -$47.3K 1.61% 11
2024
Q3 		$2.17M Buy
20,019
+780
+4% +$84.1K 1.67% 11
2024
Q2 		$2.05M Hold
19,239
– – 1.68% 11
2024
Q1 		$2.07M Buy
19,239
+3,010
+19% +$325K 1.7% 11
2023
Q4 		$1.76M Sell
16,229
-1,753
-10% -$183K 1.58% 11
2023
Q3 		$1.84M Buy
17,982
+1,415
+9% +$149K 1.78% 11
2023
Q2 		$1.77M Buy
16,567
+2,550
+18% +$273K 1.64% 11
2023
Q1 		$1.51M Buy
14,017
+3,716
+36% +$397K 1.49% 11
2022
Q4 		$1.09M Sell
10,301
-8,599
-45% -$896K 1.11% 11
2022
Q3 		$1.94M Sell
18,900
-330
-2% -$35.1K 2.02% 11
2022
Q2 		$2.04M Sell
19,230
-3,911
-17% -$417K 2% 11
2022
Q1 		$2.54M Buy
23,141
+1,485
+7% +$168K 2.12% 11
2021
Q4 		$2.52M Buy
21,656
+1,975
+10% +$229K 1.96% 10
2021
Q3 		$2.29M Buy
19,681
+915
+5% +$107K 1.91% 11
2021
Q2 		$2.2M Buy
18,766
+5,920
+46% +$692K 1.87% 10
2021
Q1 		$1.49M Buy
12,846
+170
+1% +$19.8K 1.37% 10
2020
Q4 		$1.49M Buy
+12,676
New +$1.47M 1.38% 10

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Safir Wealth Advisors's MUB Position: Q2 2026 in Review

Safir Wealth Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 23,079 shares worth $2.48M. The position accounts for 1.61% of the portfolio, ranked #9.

Safir Wealth Advisors first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.79M in Q1 2025. 1,642 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Safir Wealth Advisors held 23,079 shares of iShares National Muni Bond ETF worth $2.48M as of Q2 2026.
  • Safir Wealth Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 1.61% of Safir Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Safir Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Safir Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.79M in Q1 2025.
  • 1,642 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.