Summit Wealth Group (Colorado)’s iShares National Muni Bond ETF MUB Stock Holding History

Summit Wealth Group (Colorado)’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	$1.45M	Sell	13,518 -1,706	-11%	-$182K	0.12%	104
2026 Q1	$1.62M	Buy	15,224 +4,985	+49%	+$536K	0.17%	77
2025 Q4	$1.1M	Buy	+10,239	New	+$1.1M	0.15%	88
2025 Q3	–	Sell	-8,834	Closed	-$923K	–	584
2025 Q2	$923K	Buy	+8,834	New	+$918K	0.23%	92

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MUB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, selling an estimated $182K and leaving 13,518 shares worth $1.45M. The position accounts for 0.12% of the portfolio, ranked #104.

Summit Wealth Group (Colorado) first reported a position in MUB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q1 2026. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Summit Wealth Group (Colorado) held 13,518 shares of iShares National Muni Bond ETF worth $1.45M as of Q2 2026.
Summit Wealth Group (Colorado) sold 1,706 iShares National Muni Bond ETF shares in Q2 2026, an estimated $182K.
iShares National Muni Bond ETF made up 0.12% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #104 holding.
Summit Wealth Group (Colorado) first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s iShares National Muni Bond ETF position peaked at $1.62M in Q1 2026.
1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.