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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

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

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. 420 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.
  • 420 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.