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SWMG LLC’s iShares National Muni Bond ETF MUB Stock Holding History

SWMG 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 		$571K Buy
5,340
+970
+22% +$104K 0.13% 56
2026
Q1 		$464K Sell
4,370
-44
-1% -$4.73K 0.13% 69
2025
Q4 		$475K Sell
4,414
-149
-3% -$16K 0.13% 71
2025
Q3 		$491K Sell
4,563
-345
-7% -$36.1K 0.15% 70
2025
Q2 		$509K Buy
4,908
+695
+16% +$72.3K 0.17% 73
2025
Q1 		$438K Sell
4,213
-1,729
-29% -$184K 0.17% 81
2024
Q4 		$632K Sell
5,942
-1,269
-18% -$136K 0.25% 60
2024
Q3 		$772K Buy
7,211
+457
+7% +$49.2K 0.32% 47
2024
Q2 		$720K Buy
6,754
+334
+5% +$35.6K 0.32% 45
2024
Q1 		$691K Sell
6,420
-935
-13% -$101K 0.31% 45
2023
Q4 		$797K Buy
7,355
+206
+3% +$21.5K 0.38% 48
2023
Q3 		$733K Buy
7,149
+2,493
+54% +$263K 0.38% 47
2023
Q2 		$497K Buy
4,656
+863
+23% +$92.2K 0.26% 48
2023
Q1 		$409K Buy
3,793
+372
+11% +$39.8K 0.23% 52
2022
Q4 		$361K Buy
3,421
+339
+11% +$35.3K 0.22% 53
2022
Q3 		$316K Buy
+3,082
New +$328K 0.21% 57
2022
Q1 		$4.55M Buy
41,503
+7,981
+24% +$901K 2.49% 8
2021
Q4 		$3.9M Buy
33,522
+7,926
+31% +$920K 2.07% 11
2021
Q3 		$2.97M Buy
25,596
+509
+2% +$59.7K 1.73% 15
2021
Q2 		$2.94M Buy
25,087
+5,650
+29% +$660K 1.73% 15
2021
Q1 		$2.26M Buy
19,437
+4,184
+27% +$488K 1.54% 16
2020
Q4 		$1.79M Buy
+15,253
New +$1.77M 1.31% 20

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SWMG LLC's MUB Position: Q2 2026 in Review

SWMG LLC increased its iShares National Muni Bond ETF (MUB) stake by 22% in Q2 2026, buying an estimated $104K and bringing the position to 5,340 shares worth $571K. The position accounts for 0.13% of the portfolio, ranked #56.

SWMG LLC first reported a position in MUB in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.55M in Q1 2022. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • SWMG LLC held 5,340 shares of iShares National Muni Bond ETF worth $571K as of Q2 2026.
  • SWMG LLC bought 970 iShares National Muni Bond ETF shares in Q2 2026, an estimated $104K.
  • iShares National Muni Bond ETF made up 0.13% of SWMG LLC's portfolio in Q2 2026, its #56 holding.
  • SWMG LLC first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • SWMG LLC's iShares National Muni Bond ETF position peaked at $4.55M in Q1 2022.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.