Shared Vision Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History

Shared Vision Wealth Group’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	$1.01M	Sell	9,384 -2,210	-19%	-$236K	0.35%	47
2026 Q1	$1.23M	Sell	11,594 -965	-8%	-$104K	0.5%	36
2025 Q4	$1.35M	Buy	12,559 +1,557	+14%	+$167K	0.55%	32
2025 Q3	$1.18M	Sell	11,002 -1,247	-10%	-$131K	0.5%	34
2025 Q2	$1.27M	Buy	12,249 +4,061	+50%	+$422K	0.64%	29
2025 Q1	$863K	Sell	8,188 -1,420	-15%	-$151K	0.47%	33
2024 Q4	$1.02M	Buy	9,608 +751	+8%	+$80.7K	0.54%	29
2024 Q3	$962K	Buy	8,857 +3,462	+64%	+$373K	0.51%	29
2024 Q2	$575K	Buy	5,395 +186	+4%	+$19.8K	0.33%	42
2024 Q1	$561K	Buy	5,209 +1,153	+28%	+$124K	0.35%	41
2023 Q4	$440K	Buy	+4,056	New	+$424K	0.29%	46

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

Shared Vision Wealth Group's MUB Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares National Muni Bond ETF (MUB) stake by 19% in Q2 2026, selling an estimated $236K and leaving 9,384 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #47.

Shared Vision Wealth Group first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Shared Vision Wealth Group held 9,384 shares of iShares National Muni Bond ETF worth $1.01M as of Q2 2026.
Shared Vision Wealth Group sold 2,210 iShares National Muni Bond ETF shares in Q2 2026, an estimated $236K.
iShares National Muni Bond ETF made up 0.35% of Shared Vision Wealth Group's portfolio in Q2 2026, its #47 holding.
Shared Vision Wealth Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares National Muni Bond ETF position peaked at $1.35M in Q4 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.