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

SteelPeak 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 		$2.92M Buy
27,122
+370
+1% +$39.6K 0.08% 187
2026
Q1 		$2.84M Sell
26,752
-6,726
-20% -$723K 0.09% 175
2025
Q4 		$3.59M Buy
33,478
+6,654
+25% +$712K 0.12% 137
2025
Q3 		$2.86M Sell
26,824
-2,342
-8% -$245K 0.1% 166
2025
Q2 		$3.05M Sell
29,166
-1,582
-5% -$164K 0.12% 132
2025
Q1 		$3.24M Buy
30,748
+255
+0.8% +$27.1K 0.13% 124
2024
Q4 		$3.25M Buy
30,493
+828
+3% +$89K 0.13% 118
2024
Q3 		$3.22M Sell
29,665
-775
-3% -$83.5K 0.14% 121
2024
Q2 		$3.24M Sell
30,440
-2,612
-8% -$278K 0.15% 109
2024
Q1 		$3.56M Buy
33,052
+3,726
+13% +$402K 0.18% 101
2023
Q4 		$3.18M Sell
29,326
-6,360
-18% -$665K 0.18% 100
2023
Q3 		$3.66M Sell
35,686
-3,909
-10% -$412K 0.23% 86
2023
Q2 		$4.23M Buy
39,595
+2,387
+6% +$255K 0.25% 73
2023
Q1 		$4.01M Buy
37,208
+11,082
+42% +$1.18M 0.27% 77
2022
Q4 		$2.76M Sell
26,126
-1,737
-6% -$181K 0.2% 96
2022
Q3 		$2.86M Sell
27,863
-7,254
-21% -$771K 0.21% 86
2022
Q2 		$3.73M Sell
35,117
-441
-1% -$47.1K 0.27% 72
2022
Q1 		$3.9M Sell
35,558
-1,916
-5% -$216K 0.22% 82
2021
Q4 		$4.36M Buy
37,474
+8,553
+30% +$993K 0.25% 83
2021
Q3 		$3.36M Buy
28,921
+286
+1% +$33.5K 0.22% 82
2021
Q2 		$3.36M Buy
28,635
+171
+0.6% +$20K 0.23% 87
2021
Q1 		$3.3M Sell
28,464
-1,930
-6% -$225K 0.26% 80
2020
Q4 		$3.56M Buy
30,394
+1,403
+5% +$163K 0.32% 67
2020
Q3 		$3.36M Buy
28,991
+5,612
+24% +$652K 0.36% 63
2020
Q2 		$2.7M Buy
23,379
+8,351
+56% +$948K 0.34% 64
2020
Q1 		$1.7M Sell
15,028
-1,388
-8% -$158K 0.27% 77
2019
Q4 		$1.87M Buy
+16,416
New +$1.87M 0.26% 82

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

SteelPeak Wealth's MUB Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares National Muni Bond ETF (MUB) stake by 1.4% in Q2 2026, buying an estimated $39.6K and bringing the position to 27,122 shares worth $2.92M. The position accounts for 0.08% of the portfolio, ranked #187.

SteelPeak Wealth first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.36M in Q4 2021. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • SteelPeak Wealth held 27,122 shares of iShares National Muni Bond ETF worth $2.92M as of Q2 2026.
  • SteelPeak Wealth bought 370 iShares National Muni Bond ETF shares in Q2 2026, an estimated $39.6K.
  • iShares National Muni Bond ETF made up 0.08% of SteelPeak Wealth's portfolio in Q2 2026, its #187 holding.
  • SteelPeak Wealth first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's iShares National Muni Bond ETF position peaked at $4.36M in Q4 2021.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.