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

Topsail 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	$1.39M	Sell	12,933 -27,796	-68%	-$2.97M	0.18%	49
2026 Q1	$4.32M	Buy	40,729 +7,095	+21%	+$763K	0.64%	18
2025 Q4	$3.6M	Buy	33,634 +91	+0.3%	+$9.74K	0.53%	18
2025 Q3	$3.57M	Buy	33,543 +268	+0.8%	+$28K	0.6%	18
2025 Q2	$3.48M	Buy	+33,275	New	+$3.46M	0.64%	19

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

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

Topsail Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 68% in Q2 2026, selling an estimated $2.97M and leaving 12,933 shares worth $1.39M. The position accounts for 0.18% of the portfolio, ranked #49.

Topsail Wealth Management first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.32M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Topsail Wealth Management held 12,933 shares of iShares National Muni Bond ETF worth $1.39M as of Q2 2026.
Topsail Wealth Management sold 27,796 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.97M.
iShares National Muni Bond ETF made up 0.18% of Topsail Wealth Management's portfolio in Q2 2026, its #49 holding.
Topsail Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Topsail Wealth Management's iShares National Muni Bond ETF position peaked at $4.32M in Q1 2026.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.