WSWA
MUB icon

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

Warren Street 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 		$308K Buy
2,860
+400
+16% +$42.8K 0.07% 102
2026
Q1 		$261K Buy
2,460
+348
+16% +$37.4K 0.07% 102
2025
Q4 		$226K Buy
2,112
+88
+4% +$9.42K 0.06% 103
2025
Q3 		$216K Sell
2,024
-257
-11% -$26.9K 0.06% 139
2025
Q2 		$238K Sell
2,281
-525
-19% -$54.6K 0.08% 111
2025
Q1 		$296K Buy
2,806
+458
+20% +$48.7K 0.11% 78
2024
Q4 		$250K Buy
2,348
+348
+17% +$37.4K 0.1% 86
2024
Q3 		$217K Sell
2,000
-1,164
-37% -$125K 0.09% 96
2024
Q2 		$337K Sell
3,164
-49
-2% -$5.22K 0.17% 72
2024
Q1 		$346K Sell
3,213
-30
-0.9% -$3.24K 0.17% 67
2023
Q4 		$352K Sell
3,243
-273
-8% -$28.5K 0.2% 64
2023
Q3 		$361K Buy
3,516
+39
+1% +$4.11K 0.24% 57
2023
Q2 		$371K Sell
3,477
-135
-4% -$14.4K 0.24% 51
2023
Q1 		$389K Sell
3,612
-43
-1% -$4.59K 0.28% 47
2022
Q4 		$386K Buy
3,655
+1,238
+51% +$129K 0.31% 46
2022
Q3 		$248K Sell
2,417
-22
-0.9% -$2.34K 0.25% 46
2022
Q2 		$259K Buy
2,439
+519
+27% +$55.4K 0.25% 45
2022
Q1 		$211K Buy
+1,920
New +$217K 0.18% 53

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

Warren Street Wealth Advisors's MUB Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, buying an estimated $42.8K and bringing the position to 2,860 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #102.

Warren Street Wealth Advisors first reported a position in MUB in Q1 2022 and has held it in 18 quarters since. The position peaked at $389K in Q1 2023. 779 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Warren Street Wealth Advisors held 2,860 shares of iShares National Muni Bond ETF worth $308K as of Q2 2026.
  • Warren Street Wealth Advisors bought 400 iShares National Muni Bond ETF shares in Q2 2026, an estimated $42.8K.
  • iShares National Muni Bond ETF made up 0.07% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Warren Street Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Warren Street Wealth Advisors's iShares National Muni Bond ETF position peaked at $389K in Q1 2023.
  • 779 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.