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

San Luis 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 		$6.56M Sell
60,921
-3,658
-6% -$391K 0.99% 32
2026
Q1 		$6.86M Sell
64,579
-2,611
-4% -$281K 1.13% 25
2025
Q4 		$7.2M Buy
67,190
+4,488
+7% +$481K 1.21% 24
2025
Q3 		$6.68M Buy
62,702
+4,197
+7% +$439K 1.2% 23
2025
Q2 		$6.11M Buy
+58,505
New +$6.08M 1.31% 22

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

San Luis Wealth Advisors's MUB Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 5.7% in Q2 2026, selling an estimated $391K and leaving 60,921 shares worth $6.56M. The position accounts for 0.99% of the portfolio, ranked #32.

San Luis Wealth Advisors first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.2M in Q4 2025. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • San Luis Wealth Advisors held 60,921 shares of iShares National Muni Bond ETF worth $6.56M as of Q2 2026.
  • San Luis Wealth Advisors sold 3,658 iShares National Muni Bond ETF shares in Q2 2026, an estimated $391K.
  • iShares National Muni Bond ETF made up 0.99% of San Luis Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • San Luis Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • San Luis Wealth Advisors's iShares National Muni Bond ETF position peaked at $7.2M in Q4 2025.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.