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Wayfinding Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Wayfinding Financial’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 		$3.9M Sell
36,294
-615
-2% -$65.8K 1.48% 16
2026
Q1 		$3.92M Buy
36,909
+6,426
+21% +$691K 1.7% 15
2025
Q4 		$3.27M Buy
30,483
+1,714
+6% +$184K 1.38% 19
2025
Q3 		$3.06M Sell
28,769
-347
-1% -$36.3K 1.32% 19
2025
Q2 		$3.03M Buy
29,116
+4,100
+16% +$426K 1.36% 19
2025
Q1 		$2.64M Buy
25,016
+1,802
+8% +$192K 1.16% 21
2024
Q4 		$2.47M Buy
23,214
+2,476
+12% +$266K 1.32% 20
2024
Q3 		$2.25M Buy
20,738
+971
+5% +$105K 1.67% 19
2024
Q2 		$2.11M Buy
19,767
+3,149
+19% +$335K 1.19% 19
2024
Q1 		$1.78M Buy
16,618
+1,009
+6% +$109K 1.04% 25
2023
Q4 		$1.69M Buy
+15,609
New +$1.63M 1.15% 22

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

Wayfinding Financial's MUB Position: Q2 2026 in Review

Wayfinding Financial reduced its iShares National Muni Bond ETF (MUB) stake by 1.7% in Q2 2026, selling an estimated $65.8K and leaving 36,294 shares worth $3.9M. The position accounts for 1.48% of the portfolio, ranked #16.

Wayfinding Financial first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.92M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wayfinding Financial held 36,294 shares of iShares National Muni Bond ETF worth $3.9M as of Q2 2026.
  • Wayfinding Financial sold 615 iShares National Muni Bond ETF shares in Q2 2026, an estimated $65.8K.
  • iShares National Muni Bond ETF made up 1.48% of Wayfinding Financial's portfolio in Q2 2026, its #16 holding.
  • Wayfinding Financial first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Wayfinding Financial's iShares National Muni Bond ETF position peaked at $3.92M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.