Two West Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Two West Capital 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	$1.86M	Buy	17,477 +3,042	+21%	+$325K	0.92%	18
2026 Q1	$1.55M	Buy	14,435 +4,169	+41%	+$448K	0.82%	23
2025 Q4	$1.1M	Buy	10,266 +319	+3%	+$34.2K	0.64%	32
2025 Q3	$1.07M	Buy	9,947 +2,659	+36%	+$278K	0.65%	30
2025 Q2	$755K	Buy	7,288 +3,224	+79%	+$335K	0.49%	33
2025 Q1	$416K	Buy	4,064 +1,867	+85%	+$199K	0.35%	44
2024 Q4	$234K	Buy	+2,197	New	+$236K	0.2%	67

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Two West Capital Advisors's MUB Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 21% in Q2 2026, buying an estimated $325K and bringing the position to 17,477 shares worth $1.86M. The position accounts for 0.92% of the portfolio, ranked #18.

Two West Capital Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Two West Capital Advisors held 17,477 shares of iShares National Muni Bond ETF worth $1.86M as of Q2 2026.
Two West Capital Advisors bought 3,042 iShares National Muni Bond ETF shares in Q2 2026, an estimated $325K.
iShares National Muni Bond ETF made up 0.92% of Two West Capital Advisors's portfolio in Q2 2026, its #18 holding.
Two West Capital Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.