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Wealthcare Advisory Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Wealthcare Advisory Partners’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 		$62M Buy
576,272
+54,081
+10% +$5.78M 1.18% 15
2026
Q1 		$55.4M Sell
522,191
-11,246
-2% -$1.21M 1.08% 18
2025
Q4 		$57.1M Buy
533,437
+66,538
+14% +$7.12M 1.12% 16
2025
Q3 		$49.7M Buy
466,899
+48,070
+11% +$5.03M 1.04% 19
2025
Q2 		$43.8M Sell
418,829
-135,149
-24% -$14.1M 1% 19
2025
Q1 		$58.4M Sell
553,978
-11,402
-2% -$1.21M 1.57% 7
2024
Q4 		$60.2M Buy
565,380
+105,343
+23% +$11.3M 1.67% 7
2024
Q3 		$50M Buy
460,037
+51,521
+13% +$5.55M 1.42% 12
2024
Q2 		$43.5M Buy
408,516
+14,613
+4% +$1.56M 1.36% 14
2024
Q1 		$42.4M Buy
393,903
+46,264
+13% +$4.99M 1.39% 12
2023
Q4 		$37.7M Sell
347,639
-56,148
-14% -$5.87M 1.5% 11
2023
Q3 		$41.4M Sell
403,787
-7,764
-2% -$819K 1.9% 7
2023
Q2 		$43.9M Sell
411,551
-84,820
-17% -$9.07M 1.96% 6
2023
Q1 		$53.5M Buy
496,371
+123,364
+33% +$13.2M 2.3% 5
2022
Q4 		$39.4M Sell
373,007
-90,640
-20% -$9.45M 1.88% 7
2022
Q3 		$47.6M Buy
463,647
+75,881
+20% +$8.07M 2.71% 4
2022
Q2 		$41.2M Sell
387,766
-91,937
-19% -$9.81M 2.5% 7
2022
Q1 		$52.6M Buy
479,703
+19,077
+4% +$2.15M 3.19% 6
2021
Q4 		$53.6M Buy
460,626
+52,359
+13% +$6.08M 3.2% 6
2021
Q3 		$47.4M Buy
408,267
+19,359
+5% +$2.27M 3.1% 5
2021
Q2 		$45.6M Sell
388,908
-101,565
-21% -$11.9M 3.05% 6
2021
Q1 		$56.9M Buy
490,473
+76,226
+18% +$8.89M 4.12% 3
2020
Q4 		$48.5M Buy
414,247
+66,256
+19% +$7.7M 4.31% 5
2020
Q3 		$40.3M Buy
347,991
+40,423
+13% +$4.7M 4.42% 4
2020
Q2 		$35.5M Buy
307,568
+46,079
+18% +$5.23M 4.42% 4
2020
Q1 		$29.6M Sell
261,489
-5,782
-2% -$660K 4.33% 3
2019
Q4 		$30.4M Buy
267,271
+18,712
+8% +$2.13M 3.87% 5
2019
Q3 		$28.4M Buy
248,559
+23,620
+11% +$2.69M 4.12% 5
2019
Q2 		$25.4M Buy
224,939
+2,861
+1% +$320K 4.03% 5
2019
Q1 		$24.7M Sell
222,078
-3,524
-2% -$386K 4.21% 5
2018
Q4 		$24.6M Buy
225,602
+9,294
+4% +$1M 4.77% 3
2018
Q3 		$23.3M Buy
216,308
+177,345
+455% +$19.3M 4.29% 4
2018
Q2 		$4.25M Buy
38,963
+920
+2% +$99.8K 0.83% 25
2018
Q1 		$4.14M Sell
38,043
-372
-1% -$40.6K 0.94% 19
2017
Q4 		$4.25M Buy
38,415
+1,204
+3% +$133K 1.09% 16
2017
Q3 		$4.13M Buy
37,211
+8,700
+31% +$965K 1.23% 15
2017
Q2 		$3.14M Buy
28,511
+1,172
+4% +$129K 1.53% 16
2017
Q1 		$2.98M Buy
27,339
+11,038
+68% +$1.2M 1.63% 14
2016
Q4 		$1.76M Buy
16,301
+10,647
+188% +$1.17M 1.04% 17
2016
Q3 		$637K Buy
5,654
+401
+8% +$45.4K 0.41% 19
2016
Q2 		$598K Buy
+5,253
New +$591K 0.42% 19

Other funds holding MUB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wealthcare Advisory Partners's MUB Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q2 2026, buying an estimated $5.78M and bringing the position to 576,272 shares worth $62M. The position accounts for 1.18% of the portfolio, ranked #15.

Wealthcare Advisory Partners first reported a position in MUB in Q2 2016 and has held it in 41 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wealthcare Advisory Partners held 576,272 shares of iShares National Muni Bond ETF worth $62M as of Q2 2026.
  • Wealthcare Advisory Partners bought 54,081 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.78M.
  • iShares National Muni Bond ETF made up 1.18% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #15 holding.
  • Wealthcare Advisory Partners first reported a position in iShares National Muni Bond ETF in Q2 2016 and has held it in 41 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.