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Twin Peaks Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Twin Peaks Wealth Advisors’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 		$339K Buy
3,146
+3,119
+11,552% +$334K 0.08% 149
2026
Q1 		$2.87K Buy
+27
New +$2.9K ﹤0.01% 1592
2025
Q3 		– Sell
-96
Closed -$10K – 1390
2025
Q2 		$10K Buy
+96
New +$9.98K ﹤0.01% 935

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Twin Peaks Wealth Advisors's MUB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 11,552% in Q2 2026, buying an estimated $334K and bringing the position to 3,146 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #149.

Twin Peaks Wealth Advisors first reported a position in MUB in Q2 2025 and has held it in 3 quarters since. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Twin Peaks Wealth Advisors held 3,146 shares of iShares National Muni Bond ETF worth $339K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 3,119 iShares National Muni Bond ETF shares in Q2 2026, an estimated $334K.
  • iShares National Muni Bond ETF made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.