SWM
MUB icon

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

Spire Wealth 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 		$1.14M Sell
10,606
-305
-3% -$32.6K 0.03% 360
2026
Q1 		$1.16M Sell
10,911
-133
-1% -$14.3K 0.04% 361
2025
Q4 		$1.18M Buy
11,044
+3,122
+39% +$334K 0.04% 363
2025
Q3 		$844K Buy
7,922
+296
+4% +$31K 0.03% 406
2025
Q2 		$797K Sell
7,626
-1,107
-13% -$115K 0.03% 399
2025
Q1 		$921K Sell
8,733
-1,477
-14% -$157K 0.03% 420
2024
Q4 		$1.09M Sell
10,210
-1,402
-12% -$151K 0.03% 373
2024
Q3 		$1.26M Sell
11,612
-1,568
-12% -$169K 0.04% 325
2024
Q2 		$1.4M Buy
13,180
+1,988
+18% +$212K 0.05% 283
2024
Q1 		$1.2M Buy
11,192
+1,321
+13% +$143K 0.02% 342
2023
Q4 		$1.06M Buy
9,871
+1,223
+14% +$128K 0.04% 345
2023
Q3 		$887K Buy
8,648
+554
+7% +$58.4K 0.03% 357
2023
Q2 		$864K Buy
8,094
+966
+14% +$103K 0.03% 377
2023
Q1 		$768K Buy
7,128
+338
+5% +$36.1K 0.03% 390
2022
Q4 		$716K Sell
6,790
-211
-3% -$22K 0.04% 285
2022
Q3 		$718K Sell
7,001
-21,351
-75% -$2.27M 0.04% 270
2022
Q2 		$3.02M Sell
28,352
-18,892
-40% -$2.02M 0.12% 159
2022
Q1 		$5.18M Sell
47,244
-1,929
-4% -$218K 0.14% 149
2021
Q4 		$5.72M Sell
49,173
-1,188
-2% -$138K 0.13% 160
2021
Q3 		$5.85M Buy
50,361
+103
+0.2% +$12.1K 0.16% 151
2021
Q2 		$5.89M Buy
50,258
+28
+0.1% +$3.27K 0.16% 149
2021
Q1 		$5.83M Buy
+50,230
New +$5.86M 0.16% 146

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

Spire Wealth Management's MUB Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 2.8% in Q2 2026, selling an estimated $32.6K and leaving 10,606 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #360.

Spire Wealth Management first reported a position in MUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.89M in Q2 2021. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Spire Wealth Management held 10,606 shares of iShares National Muni Bond ETF worth $1.14M as of Q2 2026.
  • Spire Wealth Management sold 305 iShares National Muni Bond ETF shares in Q2 2026, an estimated $32.6K.
  • iShares National Muni Bond ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Spire Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares National Muni Bond ETF position peaked at $5.89M in Q2 2021.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.