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

Wealth Advisors of Iowa’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 		$895K Buy
8,319
+7
+0.1% +$749 0.24% 46
2026
Q1 		$882K Buy
8,312
+6
+0.1% +$645 0.27% 42
2025
Q4 		$890K Buy
8,306
+10
+0.1% +$1.07K 0.29% 42
2025
Q3 		$883K Sell
8,296
-497
-6% -$52K 0.3% 40
2025
Q2 		$919K Sell
8,793
-693
-7% -$72K 0.34% 35
2025
Q1 		$1M Buy
9,486
+4,137
+77% +$440K 0.43% 29
2024
Q4 		$570K Sell
5,349
-3,693
-41% -$397K 0.29% 35
2024
Q3 		$982K Buy
+9,042
New +$974K 0.5% 24
2024
Q2 		– Sell
-8,101
Closed -$872K – 63
2024
Q1 		$872K Buy
8,101
+11
+0.1% +$1.19K 0.53% 21
2023
Q4 		$877K Sell
8,090
-3,490
-30% -$365K 0.59% 22
2023
Q3 		$1.19M Sell
11,580
-916
-7% -$96.6K 0.84% 16
2023
Q2 		$1.33M Buy
12,496
+13
+0.1% +$1.39K 0.96% 12
2023
Q1 		$1.34M Buy
12,483
+2,669
+27% +$285K 1.05% 14
2022
Q4 		$1.04M Buy
9,814
+461
+5% +$48K 0.85% 14
2022
Q3 		$960K Sell
9,353
-25,822
-73% -$2.75M 0.9% 14
2022
Q2 		$3.79M Buy
35,175
+19,832
+129% +$2.12M 0.67% 13
2022
Q1 		$1.68M Sell
15,343
-1,346
-8% -$152K 0.84% 13
2021
Q4 		$1.94M Buy
16,689
+667
+4% +$77.4K 1.06% 13
2021
Q3 		$1.86M Buy
16,022
+290
+2% +$34K 1.01% 14
2021
Q2 		$1.84M Sell
15,732
-667
-4% -$77.9K 0.96% 15
2021
Q1 		$1.9M Buy
16,399
+2,736
+20% +$319K 1.06% 14
2020
Q4 		$1.6M Buy
13,663
+332
+2% +$38.6K 0.99% 13
2020
Q3 		$1.54M Buy
13,331
+3,950
+42% +$459K 1.06% 9
2020
Q2 		$1.08M Buy
9,381
+649
+7% +$73.7K 0.82% 10
2020
Q1 		$987K Buy
+8,732
New +$997K 0.78% 7

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

Wealth Advisors of Iowa's MUB Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its iShares National Muni Bond ETF (MUB) stake by 0.08% in Q2 2026, buying an estimated $749 and bringing the position to 8,319 shares worth $895K. The position accounts for 0.24% of the portfolio, ranked #46.

Wealth Advisors of Iowa first reported a position in MUB in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.79M in Q2 2022. 800 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wealth Advisors of Iowa held 8,319 shares of iShares National Muni Bond ETF worth $895K as of Q2 2026.
  • Wealth Advisors of Iowa bought 7 iShares National Muni Bond ETF shares in Q2 2026, an estimated $749.
  • iShares National Muni Bond ETF made up 0.24% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #46 holding.
  • Wealth Advisors of Iowa first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Wealth Advisors of Iowa's iShares National Muni Bond ETF position peaked at $3.79M in Q2 2022.
  • 800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.