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Watershed Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Watershed Private Wealth’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 		$4.5M Buy
41,773
+3,093
+8% +$331K 1.27% 18
2026
Q1 		$4.11M Sell
38,680
-10,529
-21% -$1.13M 1.28% 19
2025
Q4 		$5.27M Buy
49,209
+734
+2% +$78.6K 1.58% 15
2025
Q3 		$5.16M Sell
48,475
-8,145
-14% -$852K 1.63% 14
2025
Q2 		$5.92M Buy
56,620
+6,729
+13% +$700K 2.15% 14
2025
Q1 		$5.26M Sell
49,891
-12,333
-20% -$1.31M 2.1% 12
2024
Q4 		$6.63M Buy
62,224
+2,177
+4% +$234K 2.59% 10
2024
Q3 		$6.52M Buy
60,047
+12,019
+25% +$1.3M 2.6% 10
2024
Q2 		$5.12M Buy
48,028
+2,977
+7% +$317K 2.18% 11
2024
Q1 		$4.85M Buy
45,051
+14,911
+49% +$1.61M 2.15% 12
2023
Q4 		$3.27M Sell
30,140
-2,612
-8% -$273K 1.81% 16
2023
Q3 		$3.36M Buy
32,752
+1,831
+6% +$193K 2.07% 14
2023
Q2 		$3.3M Sell
30,921
-351
-1% -$37.5K 2% 17
2023
Q1 		$3.37M Buy
31,272
+1,467
+5% +$157K 2.28% 14
2022
Q4 		$3.15M Buy
+29,805
New +$3.11M 2.39% 12

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Watershed Private Wealth's MUB Position: Q2 2026 in Review

Watershed Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 8% in Q2 2026, buying an estimated $331K and bringing the position to 41,773 shares worth $4.5M. The position accounts for 1.27% of the portfolio, ranked #18.

Watershed Private Wealth first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.63M in Q4 2024. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Watershed Private Wealth held 41,773 shares of iShares National Muni Bond ETF worth $4.5M as of Q2 2026.
  • Watershed Private Wealth bought 3,093 iShares National Muni Bond ETF shares in Q2 2026, an estimated $331K.
  • iShares National Muni Bond ETF made up 1.27% of Watershed Private Wealth's portfolio in Q2 2026, its #18 holding.
  • Watershed Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Watershed Private Wealth's iShares National Muni Bond ETF position peaked at $6.63M in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.