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

Sax 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	$4.23M	Buy	39,878 +4,126	+12%	+$441K	0.17%	93
2026 Q1	$3.83M	Hold	35,752	–	–	0.19%	83
2025 Q4	$3.83M	Buy	35,752 +4,839	+16%	+$518K	0.18%	84
2025 Q3	$3.29M	Buy	30,913 +9,797	+46%	+$1.03M	0.18%	80
2025 Q2	$2.21M	Buy	21,116 +5,901	+39%	+$614K	0.13%	97
2025 Q1	$1.6M	Sell	15,215 -3,235	-18%	-$344K	0.11%	101
2024 Q4	$1.97M	Buy	18,450 +1,287	+7%	+$138K	0.15%	79
2024 Q3	$1.86M	Buy	17,163 +974	+6%	+$105K	0.17%	64
2024 Q2	$1.72M	Buy	16,189 +638	+4%	+$67.9K	0.16%	64
2024 Q1	$1.67M	Buy	15,551 +4,742	+44%	+$512K	0.2%	53
2023 Q4	$1.17M	Buy	10,809 +5,017	+87%	+$524K	0.19%	63
2023 Q3	$594K	Buy	+5,792	New	+$611K	0.12%	99

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Sax Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, buying an estimated $441K and bringing the position to 39,878 shares worth $4.23M. The position accounts for 0.17% of the portfolio, ranked #93.

Sax Wealth Advisors first reported a position in MUB in Q3 2023 and has held it in 12 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sax Wealth Advisors held 39,878 shares of iShares National Muni Bond ETF worth $4.23M as of Q2 2026.
Sax Wealth Advisors bought 4,126 iShares National Muni Bond ETF shares in Q2 2026, an estimated $441K.
iShares National Muni Bond ETF made up 0.17% of Sax Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Sax Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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