WBH Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

WBH Advisory’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	$405K	Buy	3,760 +457	+14%	+$48.9K	0.03%	282
2026 Q1	$351K	Sell	3,303 -85	-3%	-$9.14K	0.03%	282
2025 Q4	$363K	Hold	3,388	–	–	0.03%	273
2025 Q3	$361K	Sell	3,388 -432	-11%	-$45.2K	0.03%	270
2025 Q2	$399K	Sell	3,820 -714	-16%	-$74.2K	0.03%	254
2025 Q1	$478K	Sell	4,534 -2,526	-36%	-$269K	0.04%	219
2024 Q4	$752K	Sell	7,060 -934	-12%	-$100K	0.07%	178
2024 Q3	$868K	Sell	7,994 -4,863	-38%	-$524K	0.08%	164
2024 Q2	$1.37M	Sell	12,857 -571	-4%	-$60.8K	0.14%	121
2024 Q1	$1.44M	Buy	13,428 +903	+7%	+$97.4K	0.15%	117
2023 Q4	$1.36M	Sell	12,525 -4,101	-25%	-$429K	0.15%	120
2023 Q3	$1.7M	Sell	16,626 -1,102	-6%	-$116K	0.21%	97
2023 Q2	$1.89M	Sell	17,728 -4,393	-20%	-$470K	0.22%	92
2023 Q1	$2.38M	Buy	+22,121	New	+$2.36M	0.3%	80
2022 Q3	$881K	Buy	8,586 +81	+1%	+$8.61K	0.13%	147
2022 Q2	$909K	Sell	8,505 -691	-8%	-$73.7K	0.12%	147
2022 Q1	$982K	Sell	9,196 -11,077	-55%	-$1.25M	0.12%	148
2021 Q4	$2.36M	Buy	20,273 +9,551	+89%	+$1.11M	0.27%	83
2021 Q3	$1.25M	Buy	10,722 +7,345	+218%	+$861K	0.17%	123
2021 Q2	$398K	Buy	3,377 +600	+22%	+$70.1K	0.06%	200
2021 Q1	$322K	Buy	2,777 +424	+18%	+$49.5K	0.05%	223
2020 Q4	$276K	Hold	2,353	–	–	0.05%	223
2020 Q3	$273K	Buy	2,353 +111	+5%	+$12.9K	0.06%	209
2020 Q2	$258K	Hold	2,242	–	–	0.06%	207
2020 Q1	$253K	Sell	2,242 -50	-2%	-$5.71K	0.06%	195
2019 Q4	$261K	Hold	2,292	–	–	0.05%	215
2019 Q3	$261K	Hold	2,292	–	–	0.06%	214
2019 Q2	$259K	Buy	2,292 +50	+2%	+$5.6K	0.06%	208
2019 Q1	$249K	Hold	2,242	–	–	0.06%	209
2018 Q4	$244K	Buy	+2,242	New	+$241K	0.06%	205

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WBH Advisory's MUB Position: Q2 2026 in Review

WBH Advisory increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, buying an estimated $48.9K and bringing the position to 3,760 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #282.

WBH Advisory first reported a position in MUB in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.38M in Q1 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

WBH Advisory held 3,760 shares of iShares National Muni Bond ETF worth $405K as of Q2 2026.
WBH Advisory bought 457 iShares National Muni Bond ETF shares in Q2 2026, an estimated $48.9K.
iShares National Muni Bond ETF made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #282 holding.
WBH Advisory first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
WBH Advisory's iShares National Muni Bond ETF position peaked at $2.38M in Q1 2023.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.