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

Simplicity Wealth’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 		$8.69M Sell
80,728
-535
-0.7% -$57.2K 0.29% 76
2026
Q1 		$8.63M Buy
81,263
+2,850
+4% +$306K 0.49% 42
2025
Q4 		$8.4M Sell
78,413
-11,339
-13% -$1.21M 0.5% 41
2025
Q3 		$9.56M Sell
89,752
-81,578
-48% -$8.54M 0.55% 34
2025
Q2 		$17.9M Buy
171,330
+71,528
+72% +$7.44M 0.75% 23
2025
Q1 		$10.5M Buy
99,802
+86,779
+666% +$9.23M 0.82% 19
2024
Q4 		$1.39M Sell
13,023
-62,405
-83% -$6.7M 0.29% 62
2024
Q3 		$8.19M Sell
75,428
-19,579
-21% -$2.11M 0.76% 24
2024
Q2 		$10.1M Buy
95,007
+10,257
+12% +$1.09M 0.23% 87
2024
Q1 		$9.12M Buy
84,750
+59,676
+238% +$6.44M 0.22% 91
2023
Q4 		$2.72M Buy
25,074
+6,533
+35% +$683K 1.05% 23
2023
Q3 		$1.9M Buy
18,541
+3,568
+24% +$376K 1.11% 21
2023
Q2 		$1.6M Buy
14,973
+449
+3% +$48K 0.99% 22
2023
Q1 		$1.56M Buy
+14,524
New +$1.55M 1.04% 21
2022
Q2 		– Sell
-4,277
Closed -$469K – 60
2022
Q1 		$469K Buy
4,277
+81
+2% +$9.14K 0.46% 50
2021
Q4 		$488K Buy
+4,196
New +$487K 0.26% 49

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Simplicity Wealth's MUB Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 0.66% in Q2 2026, selling an estimated $57.2K and leaving 80,728 shares worth $8.69M. The position accounts for 0.29% of the portfolio, ranked #76.

Simplicity Wealth first reported a position in MUB in Q4 2021 and has held it in 16 quarters since. The position peaked at $17.9M in Q2 2025. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Simplicity Wealth held 80,728 shares of iShares National Muni Bond ETF worth $8.69M as of Q2 2026.
  • Simplicity Wealth sold 535 iShares National Muni Bond ETF shares in Q2 2026, an estimated $57.2K.
  • iShares National Muni Bond ETF made up 0.29% of Simplicity Wealth's portfolio in Q2 2026, its #76 holding.
  • Simplicity Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Simplicity Wealth's iShares National Muni Bond ETF position peaked at $17.9M in Q2 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.