Wealth Alliance Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Wealth Alliance Advisory Group’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	$400K	Hold	3,716	–	–	0.06%	133
2026 Q1	$394K	Hold	3,716	–	–	0.06%	138
2025 Q4	$398K	Hold	3,716	–	–	0.07%	136
2025 Q3	$396K	Sell	3,716 -4,107	-52%	-$430K	0.07%	130
2025 Q2	$817K	Buy	7,823 +580	+8%	+$60.3K	0.16%	79
2025 Q1	$764K	Hold	7,243	–	–	0.16%	86
2024 Q4	$772K	Hold	7,243	–	–	0.16%	85
2024 Q3	$787K	Hold	7,243	–	–	0.17%	88
2024 Q2	$772K	Hold	7,243	–	–	0.17%	82
2024 Q1	$779K	Buy	7,243 +4,000	+123%	+$432K	0.18%	77
2023 Q4	$352K	Hold	3,243	–	–	0.09%	130
2023 Q3	$333K	Hold	3,243	–	–	0.1%	124
2023 Q2	$346K	Hold	3,243	–	–	0.12%	117
2023 Q1	$349K	Hold	3,243	–	–	0.13%	110
2022 Q4	$342K	Buy	+3,243	New	+$338K	0.13%	103
2018 Q4	–	Sell	-35,135	Closed	-$3.79M	–	136
2018 Q3	$3.79M	Sell	35,135 -1,163	-3%	-$126K	1.94%	13
2018 Q2	$3.96M	Buy	36,298 +1,947	+6%	+$211K	2.17%	14
2018 Q1	$3.74M	Buy	34,351 +24,879	+263%	+$2.71M	2.18%	14
2017 Q4	$1.05M	Buy	+9,472	New	+$1.05M	0.94%	34

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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 Alliance Advisory Group's MUB Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 3,716 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #133.

Wealth Alliance Advisory Group first reported a position in MUB in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.96M in Q2 2018. 853 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Wealth Alliance Advisory Group held 3,716 shares of iShares National Muni Bond ETF worth $400K as of Q2 2026.
Wealth Alliance Advisory Group left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.06% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #133 holding.
Wealth Alliance Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 19 quarters since.
Wealth Alliance Advisory Group's iShares National Muni Bond ETF position peaked at $3.96M in Q2 2018.
853 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.