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Smallwood Wealth Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Smallwood Wealth Investment Management’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 		$1.89M Sell
17,531
-269
-2% -$28.8K 0.82% 24
2026
Q1 		$1.89M Sell
17,800
-120
-0.7% -$12.9K 1% 23
2025
Q4 		$1.92M Sell
17,920
-4,974
-22% -$533K 1% 21
2025
Q3 		$2.44M Sell
22,894
-2,951
-11% -$309K 1.24% 19
2025
Q2 		$2.7M Sell
25,845
-793
-3% -$82.4K 1.54% 14
2025
Q1 		$2.81M Buy
26,638
+1
+0% +$106 1.77% 12
2024
Q4 		$2.84M Sell
26,637
-1,312
-5% -$141K 1.94% 10
2024
Q3 		$3.04M Sell
27,949
-105
-0.4% -$11.3K 2.17% 11
2024
Q2 		$2.99M Sell
28,054
-7,389
-21% -$787K 2.31% 10
2024
Q1 		$3.81M Sell
35,443
-41
-0.1% -$4.42K 2.96% 7
2023
Q4 		$3.85M Sell
35,484
-326
-0.9% -$34.1K 3.18% 7
2023
Q3 		$3.67M Sell
35,810
-7
-0% -$738 3.34% 7
2023
Q2 		$3.82M Sell
35,817
-110
-0.3% -$11.8K 3.41% 7
2023
Q1 		$3.87M Sell
35,927
-599
-2% -$64K 3.67% 7
2022
Q4 		$3.85M Sell
36,526
-203
-0.6% -$21.2K 3.26% 7
2022
Q3 		$3.77M Buy
+36,729
New +$3.9M 3.39% 6

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Smallwood Wealth Investment Management's MUB Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its iShares National Muni Bond ETF (MUB) stake by 1.5% in Q2 2026, selling an estimated $28.8K and leaving 17,531 shares worth $1.89M. The position accounts for 0.82% of the portfolio, ranked #24.

Smallwood Wealth Investment Management first reported a position in MUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.87M in Q1 2023. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Smallwood Wealth Investment Management held 17,531 shares of iShares National Muni Bond ETF worth $1.89M as of Q2 2026.
  • Smallwood Wealth Investment Management sold 269 iShares National Muni Bond ETF shares in Q2 2026, an estimated $28.8K.
  • iShares National Muni Bond ETF made up 0.82% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #24 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Smallwood Wealth Investment Management's iShares National Muni Bond ETF position peaked at $3.87M in Q1 2023.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.