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Syntegra Private Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History

Syntegra Private Wealth Group’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 		$785K Buy
7,292
+9
+0.1% +$963 0.06% 83
2026
Q1 		$773K Buy
7,283
+354
+5% +$38.1K 0.07% 74
2025
Q4 		$742K Sell
6,929
-207
-3% -$22.2K 0.07% 75
2025
Q3 		$760K Sell
7,136
-231
-3% -$24.2K 0.07% 72
2025
Q2 		$770K Sell
7,367
-151
-2% -$15.7K 0.08% 69
2025
Q1 		$793K Sell
7,518
-2,253
-23% -$240K 0.09% 59
2024
Q4 		$1.04M Sell
9,771
-2,024
-17% -$217K 0.12% 52
2024
Q3 		$1.28M Sell
11,795
-2,189
-16% -$236K 0.15% 43
2024
Q2 		$1.49M Sell
13,984
-1,005
-7% -$107K 0.19% 38
2024
Q1 		$1.61M Sell
14,989
-4,305
-22% -$465K 0.21% 35
2023
Q4 		$2.09M Buy
19,294
+1,135
+6% +$119K 0.3% 29
2023
Q3 		$1.86M Buy
18,159
+3,144
+21% +$332K 0.29% 32
2023
Q2 		$1.6M Buy
15,015
+2,219
+17% +$237K 0.25% 34
2023
Q1 		$1.38M Buy
12,796
+1,147
+10% +$123K 0.25% 36
2022
Q4 		$1.23M Buy
+11,649
New +$1.21M 0.25% 33

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

Syntegra Private Wealth Group's MUB Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its iShares National Muni Bond ETF (MUB) stake by 0.12% in Q2 2026, buying an estimated $963 and bringing the position to 7,292 shares worth $785K. The position accounts for 0.06% of the portfolio, ranked #83.

Syntegra Private Wealth Group first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.09M in Q4 2023. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Syntegra Private Wealth Group held 7,292 shares of iShares National Muni Bond ETF worth $785K as of Q2 2026.
  • Syntegra Private Wealth Group bought 9 iShares National Muni Bond ETF shares in Q2 2026, an estimated $963.
  • iShares National Muni Bond ETF made up 0.06% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #83 holding.
  • Syntegra Private Wealth Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's iShares National Muni Bond ETF position peaked at $2.09M in Q4 2023.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.