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

Unique Wealth’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 		$25M Sell
232,682
-1,931
-0.8% -$207K 2.92% 7
2026
Q1 		$24.9M Buy
234,613
+39,517
+20% +$4.25M 3.44% 7
2025
Q4 		$20.9M Buy
195,096
+11,508
+6% +$1.23M 2.92% 8
2025
Q3 		$19.6M Sell
183,588
-10,964
-6% -$1.15M 2.87% 9
2025
Q2 		$20.3M Sell
194,552
-2,144
-1% -$223K 3.28% 6
2025
Q1 		$20.7M Buy
196,696
+15,972
+9% +$1.7M 3.92% 5
2024
Q4 		$19.3M Buy
180,724
+23,827
+15% +$2.56M 4.01% 7
2024
Q3 		$17M Buy
156,897
+35,404
+29% +$3.82M 3.9% 7
2024
Q2 		$12.9M Buy
121,493
+4,289
+4% +$457K 3.39% 8
2024
Q1 		$12.6M Buy
117,204
+1,424
+1% +$154K 3.56% 8
2023
Q4 		$12.6M Buy
115,780
+35,191
+44% +$3.68M 4.07% 6
2023
Q3 		$8.26M Buy
80,589
+4,705
+6% +$496K 3.45% 6
2023
Q2 		$8.1M Sell
75,884
-580
-0.8% -$62K 3.54% 5
2023
Q1 		$8.24M Sell
76,464
-3,152
-4% -$337K 3.99% 6
2022
Q4 		$8.4M Buy
+79,616
New +$8.3M 4.48% 5

Other funds holding MUB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Unique Wealth's MUB Position: Q2 2026 in Review

Unique Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 0.82% in Q2 2026, selling an estimated $207K and leaving 232,682 shares worth $25M. The position accounts for 2.92% of the portfolio, ranked #7.

Unique Wealth first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 763 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Unique Wealth held 232,682 shares of iShares National Muni Bond ETF worth $25M as of Q2 2026.
  • Unique Wealth sold 1,931 iShares National Muni Bond ETF shares in Q2 2026, an estimated $207K.
  • iShares National Muni Bond ETF made up 2.92% of Unique Wealth's portfolio in Q2 2026, its #7 holding.
  • Unique Wealth first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 763 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.