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

Verus 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	$13.3M	Sell	123,546 -2,232	-2%	-$239K	10.96%	2
2026 Q1	$13.4M	Buy	125,778 +8,562	+7%	+$921K	12.39%	1
2025 Q4	$12.6M	Buy	117,216 +1,682	+1%	+$180K	11.7%	2
2025 Q3	$12.3M	Sell	115,534 -3,044	-3%	-$319K	11.48%	1
2025 Q2	$12.4M	Buy	118,578 +10,530	+10%	+$1.09M	12.46%	1
2025 Q1	$11.4M	Buy	108,048 +176	+0.2%	+$18.7K	12.48%	1
2024 Q4	$11.5M	Buy	+107,872	New	+$11.6M	12.89%	1

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

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

Verus Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 1.8% in Q2 2026, selling an estimated $239K and leaving 123,546 shares worth $13.3M. The position accounts for 10.96% of the portfolio, ranked #2.

Verus Wealth Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.4M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Verus Wealth Management held 123,546 shares of iShares National Muni Bond ETF worth $13.3M as of Q2 2026.
Verus Wealth Management sold 2,232 iShares National Muni Bond ETF shares in Q2 2026, an estimated $239K.
iShares National Muni Bond ETF made up 10.96% of Verus Wealth Management's portfolio in Q2 2026, its #2 holding.
Verus Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Verus Wealth Management's iShares National Muni Bond ETF position peaked at $13.4M in Q1 2026.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Verus Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.