Schneider Downs Wealth Management Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Schneider Downs Wealth Management 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	$41.2M	Buy	382,510 +22,035	+6%	+$2.36M	3.87%	8
2026 Q1	$38.3M	Buy	360,475 +19,738	+6%	+$2.12M	4.22%	7
2025 Q4	$36.5M	Buy	340,737 +27,195	+9%	+$2.91M	4.11%	8
2025 Q3	$33.4M	Buy	313,542 +29,299	+10%	+$3.07M	3.96%	8
2025 Q2	$29.7M	Sell	284,243 -12,335	-4%	-$1.28M	4.44%	7
2025 Q1	$31.3M	Buy	296,578 +28,839	+11%	+$3.07M	5.66%	6
2024 Q4	$28.5M	Buy	267,739 +15,654	+6%	+$1.68M	5.37%	6
2024 Q3	$27.4M	Buy	252,085 +25,578	+11%	+$2.76M	5.61%	6
2024 Q2	$24.1M	Buy	226,507 +23,235	+11%	+$2.47M	5.37%	6
2024 Q1	$21.9M	Buy	203,272 +24,593	+14%	+$2.65M	5.04%	6
2023 Q4	$19.4M	Buy	178,679 +2,800	+2%	+$293K	5.04%	6
2023 Q3	$18M	Buy	175,879 +33,327	+23%	+$3.52M	4.18%	7
2023 Q2	$15.2M	Buy	142,552 +1,632	+1%	+$174K	3.48%	7
2023 Q1	$15.2M	Sell	140,920 -13,509	-9%	-$1.44M	3.12%	7
2022 Q4	$16.3M	Sell	154,429 -18,565	-11%	-$1.93M	3.57%	6
2022 Q3	$17.7M	Sell	172,994 -8,227	-5%	-$875K	5.2%	4
2022 Q2	$19.3M	Buy	181,221 +22,333	+14%	+$2.38M	5.39%	3
2022 Q1	$17.4M	Sell	158,888 -18,226	-10%	-$2.06M	4.44%	5
2021 Q4	$20.6M	Sell	177,114 -8,035	-4%	-$933K	4.92%	4
2021 Q3	$21.5M	Sell	185,149 -1,161	-0.6%	-$136K	5.56%	4
2021 Q2	$21.8M	Sell	186,310 -8,091	-4%	-$946K	5.66%	4
2021 Q1	$22.6M	Buy	194,401 +39,061	+25%	+$4.56M	5.51%	4
2020 Q4	$18.2M	Buy	155,340 +13,960	+10%	+$1.62M	5.07%	4
2020 Q3	$16.4M	Buy	141,380 +64,822	+85%	+$7.53M	5.5%	3
2020 Q2	$8.84M	Buy	76,558 +30,875	+68%	+$3.5M	3.02%	5
2020 Q1	$5.16M	Buy	+45,683	New	+$5.21M	1.89%	12

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 22.96% 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

Schneider Downs Wealth Management Advisors's MUB Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its iShares National Muni Bond ETF (MUB) stake by 6.1% in Q2 2026, buying an estimated $2.36M and bringing the position to 382,510 shares worth $41.2M. The position accounts for 3.87% of the portfolio, ranked #8.

Schneider Downs Wealth Management Advisors first reported a position in MUB in Q1 2020 and has held it in 26 quarters since. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Schneider Downs Wealth Management Advisors held 382,510 shares of iShares National Muni Bond ETF worth $41.2M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 22,035 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.36M.
iShares National Muni Bond ETF made up 3.87% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #8 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.