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Vision Retirement’s iShares National Muni Bond ETF MUB Stock Holding History

Vision Retirement’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 		$1.63M Buy
15,155
+1,455
+11% +$156K 0.39% 47
2026
Q1 		$1.45M Sell
13,700
-5,635
-29% -$606K 0.41% 45
2025
Q4 		$2.07M Buy
+19,335
New +$2.07M 0.56% 34

Other funds holding MUB

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 $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vision Retirement's MUB Position: Q2 2026 in Review

Vision Retirement increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $156K and bringing the position to 15,155 shares worth $1.63M. The position accounts for 0.39% of the portfolio, ranked #47.

Vision Retirement first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07M in Q4 2025. 1,587 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Vision Retirement held 15,155 shares of iShares National Muni Bond ETF worth $1.63M as of Q2 2026.
  • Vision Retirement bought 1,455 iShares National Muni Bond ETF shares in Q2 2026, an estimated $156K.
  • iShares National Muni Bond ETF made up 0.39% of Vision Retirement's portfolio in Q2 2026, its #47 holding.
  • Vision Retirement first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares National Muni Bond ETF position peaked at $2.07M in Q4 2025.
  • 1,587 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.