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Spartan Wealth Advisory Services LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$5.8M Buy
53,862
+9,062
+20% +$969K 0.47% 54
2026
Q1 		$4.76M Buy
+44,800
New +$4.82M 0.42% 57

Other funds holding MUB

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 $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's MUB Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its iShares National Muni Bond ETF (MUB) stake by 20% in Q2 2026, buying an estimated $969K and bringing the position to 53,862 shares worth $5.8M. The position accounts for 0.47% of the portfolio, ranked #54.

Spartan Wealth Advisory Services LLC first reported a position in MUB in Q1 2026 and has held it in 2 quarters since. 1,587 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 53,862 shares of iShares National Muni Bond ETF worth $5.8M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 9,062 iShares National Muni Bond ETF shares in Q2 2026, an estimated $969K.
  • iShares National Muni Bond ETF made up 0.47% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #54 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,587 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.