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

WCG 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	$3.27M	Buy	30,387 +2,049	+7%	+$219K	0.08%	229
2026 Q1	$3.01M	Buy	28,338 +2,995	+12%	+$322K	0.08%	222
2025 Q4	$2.71M	Buy	25,343 +6,937	+38%	+$743K	0.08%	223
2025 Q3	$1.96M	Buy	+18,406	New	+$1.93M	0.12%	154
2025 Q1	–	Sell	-12,261	Closed	-$1.31M	–	313
2024 Q4	$1.31M	Buy	12,261 +1,506	+14%	+$162K	0.09%	182
2024 Q3	$1.17M	Buy	+10,755	New	+$1.16M	0.08%	209
2024 Q1	–	Sell	-10,838	Closed	-$1.18M	–	290
2023 Q4	$1.18M	Sell	10,838 -1,478	-12%	-$154K	0.09%	185
2023 Q3	$1.26M	Buy	12,316 +2,209	+22%	+$233K	0.09%	175
2023 Q2	$1.08M	Buy	+10,107	New	+$1.08M	0.13%	108
2023 Q1	–	Sell	-10,784	Closed	-$1.14M	–	163
2022 Q4	$1.14M	Buy	10,784 +1,120	+12%	+$117K	0.16%	98
2022 Q3	$991K	Buy	9,664 +1,643	+20%	+$175K	0.13%	125
2022 Q2	$853K	Buy	+8,021	New	+$856K	0.12%	134

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 22.9% 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

WCG Wealth Advisors's MUB Position: Q2 2026 in Review

WCG Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 7.2% in Q2 2026, buying an estimated $219K and bringing the position to 30,387 shares worth $3.27M. The position accounts for 0.08% of the portfolio, ranked #229.

WCG Wealth Advisors first reported a position in MUB in Q2 2022 and has held it in 12 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

WCG Wealth Advisors held 30,387 shares of iShares National Muni Bond ETF worth $3.27M as of Q2 2026.
WCG Wealth Advisors bought 2,049 iShares National Muni Bond ETF shares in Q2 2026, an estimated $219K.
iShares National Muni Bond ETF made up 0.08% of WCG Wealth Advisors's portfolio in Q2 2026, its #229 holding.
WCG Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 12 quarters since.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.