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

Thrive 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 		$5.16M Buy
47,970
+9,226
+24% +$987K 0.66% 23
2026
Q1 		$4.11M Buy
38,744
+4,730
+14% +$509K 0.61% 24
2025
Q4 		$3.64M Buy
34,014
+118
+0.3% +$12.6K 0.54% 27
2025
Q3 		$3.61M Sell
33,896
-69,775
-67% -$7.3M 0.54% 25
2025
Q2 		$10.8M Buy
103,671
+73,197
+240% +$7.61M 1.75% 8
2025
Q1 		$3.21M Buy
30,474
+419
+1% +$44.6K 0.61% 23
2024
Q4 		$3.2M Buy
30,055
+1,050
+4% +$113K 0.58% 24
2024
Q3 		$3.15M Buy
29,005
+26
+0.1% +$2.8K 0.58% 21
2024
Q2 		$3.09M Buy
28,979
+2,926
+11% +$312K 0.6% 21
2024
Q1 		$2.8M Sell
26,053
-49,111
-65% -$5.3M 0.58% 22
2023
Q4 		$8.15M Buy
+75,164
New +$7.85M 1.81% 8
2023
Q2 		– Sell
-9,978
Closed -$1.08M – 186
2023
Q1 		$1.08M Buy
9,978
+165
+2% +$17.6K 0.28% 40
2022
Q4 		$1.04M Sell
9,813
-53,065
-84% -$5.53M 0.3% 42
2022
Q3 		$6.45M Buy
62,878
+24,285
+63% +$2.58M 2.26% 6
2022
Q2 		$4.11M Sell
38,593
-81,270
-68% -$8.67M 1.43% 12
2022
Q1 		$13.1M Buy
119,863
+113,791
+1,874% +$12.8M 3.89% 5
2021
Q4 		$706K Buy
+6,072
New +$705K 0.24% 49

Other funds holding MUB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Thrive Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 24% in Q2 2026, buying an estimated $987K and bringing the position to 47,970 shares worth $5.16M. The position accounts for 0.66% of the portfolio, ranked #23.

Thrive Wealth Management first reported a position in MUB in Q4 2021 and has held it in 17 quarters since. The position peaked at $13.1M in Q1 2022. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Thrive Wealth Management held 47,970 shares of iShares National Muni Bond ETF worth $5.16M as of Q2 2026.
  • Thrive Wealth Management bought 9,226 iShares National Muni Bond ETF shares in Q2 2026, an estimated $987K.
  • iShares National Muni Bond ETF made up 0.66% of Thrive Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Thrive Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Thrive Wealth Management's iShares National Muni Bond ETF position peaked at $13.1M in Q1 2022.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.