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W Advisors LLC’s iShares National Muni Bond ETF MUB Stock Holding History

W Advisors LLC’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 		$1.31M Sell
12,215
-2,505
-17% -$268K 0.6% 38
2026
Q1 		$1.56M Buy
14,720
+195
+1% +$21K 0.8% 33
2025
Q4 		$1.56M Buy
14,525
+6,005
+70% +$643K 0.78% 30
2025
Q3 		$907K Sell
8,520
-134
-2% -$14K 0.48% 47
2025
Q2 		$904K Sell
8,654
-179
-2% -$18.6K 0.52% 44
2025
Q1 		$931K Buy
8,833
+602
+7% +$64K 0.58% 43
2024
Q4 		$877K Sell
8,231
-1,345
-14% -$145K 0.54% 43
2024
Q3 		$1.04M Sell
9,576
-946
-9% -$102K 0.64% 37
2024
Q2 		$1.12M Buy
10,522
+1,933
+23% +$206K 0.74% 34
2024
Q1 		$924K Sell
8,589
-3,726
-30% -$402K 0.63% 38
2023
Q4 		$1.34M Sell
12,315
-9,611
-44% -$1M 0.99% 26
2023
Q3 		$2.25M Sell
21,926
-1,364
-6% -$144K 1.85% 15
2023
Q2 		$2.49M Sell
23,290
-1,107
-5% -$118K 1.95% 14
2023
Q1 		$2.63M Sell
24,397
-485
-2% -$51.8K 2.17% 13
2022
Q4 		$2.63M Buy
24,882
+1,379
+6% +$144K 2.19% 13
2022
Q3 		$2.41M Buy
23,503
+18,509
+371% +$1.97M 2.24% 14
2022
Q2 		$532K Sell
4,994
-14,421
-74% -$1.54M 0.46% 55
2022
Q1 		$2.13M Sell
19,415
-12,323
-39% -$1.39M 1.61% 15
2021
Q4 		$3.69M Buy
+31,738
New +$3.69M 2.75% 11

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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

W Advisors LLC's MUB Position: Q2 2026 in Review

W Advisors LLC reduced its iShares National Muni Bond ETF (MUB) stake by 17% in Q2 2026, selling an estimated $268K and leaving 12,215 shares worth $1.31M. The position accounts for 0.6% of the portfolio, ranked #38.

W Advisors LLC first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.69M in Q4 2021. 839 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • W Advisors LLC held 12,215 shares of iShares National Muni Bond ETF worth $1.31M as of Q2 2026.
  • W Advisors LLC sold 2,505 iShares National Muni Bond ETF shares in Q2 2026, an estimated $268K.
  • iShares National Muni Bond ETF made up 0.6% of W Advisors LLC's portfolio in Q2 2026, its #38 holding.
  • W Advisors LLC first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's iShares National Muni Bond ETF position peaked at $3.69M in Q4 2021.
  • 839 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.