Wealth Enhancement Advisory Services
MUB icon

Wealth Enhancement Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Wealth Enhancement Advisory Services’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 		$69.9M Buy
652,810
+160,579
+33% +$17.2M 0.12% 159
2026
Q1 		$52.4M Sell
492,231
-329,058
-40% -$35.4M 0.11% 178
2025
Q4 		$88.2M Buy
821,289
+30,066
+4% +$3.22M 0.12% 153
2025
Q3 		$84.3M Buy
791,223
+29,378
+4% +$3.07M 0.13% 155
2025
Q2 		$79.4M Buy
761,845
+24,333
+3% +$2.53M 0.13% 155
2025
Q1 		$77.8M Sell
737,512
-428,875
-37% -$45.6M 0.15% 137
2024
Q4 		$124M Buy
1,166,387
+492,585
+73% +$52.9M 0.24% 81
2024
Q3 		$73.2M Buy
673,802
+20,952
+3% +$2.26M 0.16% 129
2024
Q2 		$69.6M Buy
652,850
+1,221
+0.2% +$130K 0.17% 126
2024
Q1 		$70.1M Buy
651,629
+73,249
+13% +$7.9M 0.18% 119
2023
Q4 		$62.7M Buy
578,380
+244,657
+73% +$25.6M 0.18% 121
2023
Q3 		$34.2M Buy
333,723
+211,985
+174% +$22.4M 0.11% 186
2023
Q2 		$13M Sell
121,738
-68,985
-36% -$7.37M 0.14% 78
2023
Q1 		$20.5M Buy
190,723
+52,717
+38% +$5.63M 0.24% 52
2022
Q4 		$14.9M Sell
138,006
-41,033
-23% -$4.28M 0.19% 68
2022
Q3 		$18.5M Buy
179,039
+40,452
+29% +$4.3M 0.27% 56
2022
Q2 		$14.8M Buy
138,587
+50,492
+57% +$5.39M 0.21% 63
2022
Q1 		$9.65M Buy
88,095
+47,628
+118% +$5.38M 0.13% 82
2021
Q4 		$4.6M Buy
40,467
+10,406
+35% +$1.21M 0.07% 123
2021
Q3 		$3.47M Buy
30,061
+2,148
+8% +$252K 0.05% 122
2021
Q2 		$3.29M Buy
27,913
+1,467
+6% +$171K 0.05% 124
2021
Q1 		$3.07M Buy
26,446
+6,220
+31% +$725K 0.06% 119
2020
Q4 		$2.37M Buy
20,226
+1,699
+9% +$197K 0.05% 112
2020
Q3 		$2.13M Buy
18,527
+905
+5% +$105K 0.06% 114
2020
Q2 		$2.05M Buy
17,622
+4,919
+39% +$558K 0.06% 116
2020
Q1 		$1.41M Sell
12,703
-15,736
-55% -$1.8M 0.05% 132
2019
Q4 		$3.24M Buy
28,439
+7,528
+36% +$858K 0.11% 76
2019
Q3 		$2.38M Buy
20,911
+3,194
+18% +$364K 0.1% 86
2019
Q2 		$2.01M Buy
17,717
+110
+0.6% +$12.3K 0.09% 96
2019
Q1 		$1.96M Buy
17,607
+115
+0.7% +$12.6K 0.11% 81
2018
Q4 		$1.91M Buy
17,492
+112
+0.6% +$12.1K 0.12% 66
2018
Q3 		$1.86M Buy
17,380
+112
+0.6% +$12.2K 0.11% 67
2018
Q2 		$1.88M Buy
17,268
+104
+0.6% +$11.3K 0.12% 70
2018
Q1 		$1.86M Buy
17,164
+99
+0.6% +$10.8K 0.12% 66
2017
Q4 		$1.88M Buy
17,065
+94
+0.6% +$10.4K 0.13% 81
2017
Q3 		$1.88M Buy
16,971
+94
+0.6% +$10.4K 0.16% 73
2017
Q2 		$1.85M Buy
16,877
+129
+0.8% +$14.2K 0.17% 65
2017
Q1 		$1.82M Buy
+16,748
New +$1.82M 0.19% 61

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

Wealth Enhancement Advisory Services's MUB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares National Muni Bond ETF (MUB) stake by 33% in Q2 2026, buying an estimated $17.2M and bringing the position to 652,810 shares worth $69.9M. The position accounts for 0.12% of the portfolio, ranked #159.

Wealth Enhancement Advisory Services first reported a position in MUB in Q1 2017 and has held it in 38 quarters since. The position peaked at $124M in Q4 2024. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 652,810 shares of iShares National Muni Bond ETF worth $69.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 160,579 iShares National Muni Bond ETF shares in Q2 2026, an estimated $17.2M.
  • iShares National Muni Bond ETF made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #159 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares National Muni Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • Wealth Enhancement Advisory Services's iShares National Muni Bond ETF position peaked at $124M in Q4 2024.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.