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

Wealth Enhancement Trust 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 		$1.41M Buy
13,144
+523
+4% +$55.9K 0.16% 122
2026
Q1 		$1.34M Buy
12,621
+1,200
+11% +$129K 0.16% 119
2025
Q4 		$1.22M Buy
+11,421
New +$1.22M 0.15% 118

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its iShares National Muni Bond ETF (MUB) stake by 4.1% in Q2 2026, buying an estimated $55.9K and bringing the position to 13,144 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #122.

Wealth Enhancement Trust Services first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 1,387 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wealth Enhancement Trust Services held 13,144 shares of iShares National Muni Bond ETF worth $1.41M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 523 iShares National Muni Bond ETF shares in Q2 2026, an estimated $55.9K.
  • iShares National Muni Bond ETF made up 0.16% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #122 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,387 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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