Wealth Management Resources’s iShares National Muni Bond ETF MUB Stock Holding History

Wealth Management Resources’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	$4.18M	Buy	38,846 +759	+2%	+$81.2K	1.29%	18
2026 Q1	$4.04M	Sell	38,087 -5,377	-12%	-$578K	1.41%	17
2025 Q4	$4.66M	Sell	43,464 -2,170	-5%	-$232K	1.64%	15
2025 Q3	$4.86M	Sell	45,634 -2,374	-5%	-$248K	1.57%	16
2025 Q2	$5.02M	Sell	48,008 -9,099	-16%	-$946K	1.71%	15
2025 Q1	$6.02M	Sell	57,107 -2,189	-4%	-$233K	2.19%	14
2024 Q4	$6.32M	Sell	59,296 -4,825	-8%	-$518K	2.33%	14
2024 Q3	$6.97M	Sell	64,121 -4,097	-6%	-$442K	2.79%	14
2024 Q2	$7.27M	Buy	68,218 +21,999	+48%	+$2.34M	3.12%	14
2024 Q1	$4.97M	Buy	46,219 +6,924	+18%	+$747K	2.15%	16
2023 Q4	$4.26M	Buy	39,295 +17,454	+80%	+$1.82M	2%	17
2023 Q3	$2.34M	Buy	21,841 +18,071	+479%	+$1.91M	1.13%	19
2023 Q2	$402K	Buy	+3,770	New	+$403K	0.23%	32
2022 Q1	–	Sell	-2,035	Closed	-$237K	–	47
2021 Q4	$237K	Buy	+2,035	New	+$236K	0.15%	43

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 22.96% 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

Wealth Management Resources's MUB Position: Q2 2026 in Review

Wealth Management Resources increased its iShares National Muni Bond ETF (MUB) stake by 2% in Q2 2026, buying an estimated $81.2K and bringing the position to 38,846 shares worth $4.18M. The position accounts for 1.29% of the portfolio, ranked #18.

Wealth Management Resources first reported a position in MUB in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.27M in Q2 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Wealth Management Resources held 38,846 shares of iShares National Muni Bond ETF worth $4.18M as of Q2 2026.
Wealth Management Resources bought 759 iShares National Muni Bond ETF shares in Q2 2026, an estimated $81.2K.
iShares National Muni Bond ETF made up 1.29% of Wealth Management Resources's portfolio in Q2 2026, its #18 holding.
Wealth Management Resources first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 14 quarters since.
Wealth Management Resources's iShares National Muni Bond ETF position peaked at $7.27M in Q2 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.