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

SMART 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 		$3.4M Buy
31,597
+9,438
+43% +$1.01M 0.73% 44
2026
Q1 		$2.35M Buy
22,159
+1,231
+6% +$132K 0.69% 47
2025
Q4 		$2.24M Buy
20,928
+2,691
+15% +$288K 0.68% 50
2025
Q3 		$1.94M Buy
18,237
+1,120
+7% +$117K 0.73% 47
2025
Q2 		$1.79M Buy
17,117
+1,044
+6% +$109K 0.56% 62
2025
Q1 		$1.69M Buy
16,073
+1,480
+10% +$157K 0.61% 51
2024
Q4 		$1.55M Buy
14,593
+4,297
+42% +$462K 0.55% 59
2024
Q3 		$1.12M Buy
10,296
+6,415
+165% +$691K 0.44% 53
2024
Q2 		$414K Buy
3,881
+327
+9% +$34.8K 0.17% 88
2024
Q1 		$382K Buy
3,554
+350
+11% +$37.8K 0.17% 78
2023
Q4 		$347K Buy
3,204
+540
+20% +$56.4K 0.19% 57
2023
Q3 		$273K Sell
2,664
-643
-19% -$67.8K 0.21% 57
2023
Q2 		$353K Sell
3,307
-483
-13% -$51.6K 0.27% 58
2023
Q1 		$408K Sell
3,790
-3,140
-45% -$336K 0.36% 49
2022
Q4 		$731K Buy
+6,930
New +$722K 0.55% 42

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

SMART Wealth's MUB Position: Q2 2026 in Review

SMART Wealth increased its iShares National Muni Bond ETF (MUB) stake by 43% in Q2 2026, buying an estimated $1.01M and bringing the position to 31,597 shares worth $3.4M. The position accounts for 0.73% of the portfolio, ranked #44.

SMART Wealth first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • SMART Wealth held 31,597 shares of iShares National Muni Bond ETF worth $3.4M as of Q2 2026.
  • SMART Wealth bought 9,438 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.01M.
  • iShares National Muni Bond ETF made up 0.73% of SMART Wealth's portfolio in Q2 2026, its #44 holding.
  • SMART Wealth first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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