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

VERITY 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	$205K	Buy	1,908 +15	+0.8%	+$1.6K	0.12%	80
2026 Q1	$201K	Buy	1,893 +10	+0.5%	+$1.07K	0.13%	81
2025 Q4	$202K	Buy	+1,883	New	+$202K	0.13%	81
2023 Q4	–	Sell	-4,656	Closed	-$477K	–	73
2023 Q3	$477K	Buy	4,656 +31	+0.7%	+$3.27K	0.45%	41
2023 Q2	$494K	Buy	4,625 +30	+0.7%	+$3.21K	0.44%	41
2023 Q1	$495K	Buy	4,595 +20	+0.4%	+$2.14K	0.46%	44
2022 Q4	$483K	Buy	4,575 +36	+0.8%	+$3.75K	0.47%	44
2022 Q3	$466K	Buy	4,539 +24	+0.5%	+$2.55K	0.48%	43
2022 Q2	$480K	Buy	4,515 +21	+0.5%	+$2.24K	0.47%	40
2022 Q1	$493K	Buy	4,494 +13	+0.3%	+$1.47K	0.44%	41
2021 Q4	$521K	Buy	4,481 +26	+0.6%	+$3.02K	0.43%	39
2021 Q3	$518K	Buy	4,455 +19	+0.4%	+$2.23K	0.46%	37
2021 Q2	$520K	Buy	4,436 +21	+0.5%	+$2.45K	0.47%	34
2021 Q1	$512K	Buy	4,415 +14	+0.3%	+$1.63K	0.45%	36
2020 Q4	$516K	Buy	4,401 +30	+0.7%	+$3.48K	0.47%	32
2020 Q3	$507K	Buy	4,371 +22	+0.5%	+$2.56K	0.52%	32
2020 Q2	$502K	Buy	4,349 +25	+0.6%	+$2.84K	0.54%	32
2020 Q1	$489K	Buy	4,324 +16	+0.4%	+$1.83K	0.66%	29
2019 Q4	$491K	Buy	4,308 +1,898	+79%	+$216K	0.47%	34
2019 Q3	$275K	Buy	2,410 +15	+0.6%	+$1.71K	0.27%	45
2019 Q2	$271K	Buy	2,395 +15	+0.6%	+$1.68K	0.27%	46
2019 Q1	$265K	Buy	2,380 +10	+0.4%	+$1.1K	0.27%	46
2018 Q4	$258K	Buy	+2,370	New	+$255K	0.3%	45

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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

VERITY Wealth Advisors's MUB Position: Q2 2026 in Review

VERITY Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 0.79% in Q2 2026, buying an estimated $1.6K and bringing the position to 1,908 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #80.

VERITY Wealth Advisors first reported a position in MUB in Q4 2018 and has held it in 23 quarters since. The position peaked at $521K in Q4 2021. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

VERITY Wealth Advisors held 1,908 shares of iShares National Muni Bond ETF worth $205K as of Q2 2026.
VERITY Wealth Advisors bought 15 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.6K.
iShares National Muni Bond ETF made up 0.12% of VERITY Wealth Advisors's portfolio in Q2 2026, its #80 holding.
VERITY Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 23 quarters since.
VERITY Wealth Advisors's iShares National Muni Bond ETF position peaked at $521K in Q4 2021.
480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.