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Wealthcare Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Wealthcare Capital Management’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 		$12.4M Buy
115,086
+8,065
+8% +$863K 1.18% 11
2026
Q1 		$11.4M Buy
107,021
+8,262
+8% +$888K 1.14% 11
2025
Q4 		$10.6M Buy
98,759
+27,154
+38% +$2.91M 1.05% 10
2025
Q3 		$7.63M Buy
71,605
+13,740
+24% +$1.44M 0.77% 15
2025
Q2 		$6.05M Sell
57,865
-46
-0.1% -$4.78K 0.64% 15
2025
Q1 		$6.11M Sell
57,911
-6,284
-10% -$668K 0.62% 16
2024
Q4 		$6.84M Sell
64,195
-7,175
-10% -$771K 0.69% 13
2024
Q3 		$7.75M Buy
71,370
+2,244
+3% +$242K 0.78% 12
2024
Q2 		$7.37M Buy
69,126
+10,942
+19% +$1.17M 0.78% 12
2024
Q1 		$6.26M Buy
58,184
+15,501
+36% +$1.67M 0.7% 12
2023
Q4 		$4.63M Sell
42,683
-88,158
-67% -$9.21M 0.53% 12
2023
Q3 		$13.4M Buy
130,841
+3,103
+2% +$327K 1.64% 5
2023
Q2 		$13.6M Buy
127,738
+11,135
+10% +$1.19M 1.6% 5
2023
Q1 		$12.6M Buy
116,603
+15,038
+15% +$1.61M 1.53% 5
2022
Q4 		$10.7M Buy
101,565
+28,452
+39% +$2.97M 1.37% 7
2022
Q3 		$7.5M Sell
73,113
-43,727
-37% -$4.65M 0.95% 11
2022
Q2 		$12.4M Sell
116,840
-25,684
-18% -$2.74M 1.36% 5
2022
Q1 		$15.6M Sell
142,524
-15,159
-10% -$1.71M 1.52% 4
2021
Q4 		$18.4M Buy
157,683
+6,745
+4% +$783K 1.69% 4
2021
Q3 		$17.5M Buy
150,938
+3,015
+2% +$353K 1.7% 4
2021
Q2 		$17.3M Sell
147,923
-13,653
-8% -$1.6M 1.67% 5
2021
Q1 		$18.8M Buy
161,576
+7,840
+5% +$914K 1.88% 6
2020
Q4 		$18M Buy
153,736
+19,725
+15% +$2.29M 1.88% 6
2020
Q3 		$15.5M Buy
134,011
+16,065
+14% +$1.87M 1.77% 6
2020
Q2 		$13.6M Buy
117,946
+5,593
+5% +$635K 1.66% 6
2020
Q1 		$12.7M Buy
112,353
+1,376
+1% +$157K 1.71% 6
2019
Q4 		$12.6M Sell
110,977
-13,756
-11% -$1.57M 1.51% 5
2019
Q3 		$14.2M Sell
124,733
-2,588
-2% -$295K 1.75% 5
2019
Q2 		$14.4M Buy
127,321
+4,914
+4% +$550K 1.99% 5
2019
Q1 		$13.6M Buy
122,407
+339
+0.3% +$37.2K 1.94% 5
2018
Q4 		$13.3M Buy
122,068
+61,581
+102% +$6.63M 2.06% 5
2018
Q3 		$6.53M Buy
60,487
+44,194
+271% +$4.8M 0.77% 6
2018
Q2 		$1.78M Sell
16,293
-757
-4% -$82.2K 0.2% 11
2018
Q1 		$1.86M Sell
17,050
-524
-3% -$57.2K 0.21% 10
2017
Q4 		$1.95M Sell
17,574
-107
-0.6% -$11.8K 0.22% 10
2017
Q3 		$1.96M Buy
17,681
+407
+2% +$45.2K 0.22% 10
2017
Q2 		$1.9M Sell
17,274
-1,265
-7% -$139K 0.22% 10
2017
Q1 		$2.02M Sell
18,539
-16,134
-47% -$1.75M 0.22% 10
2016
Q4 		$3.75M Sell
34,673
-85,919
-71% -$9.41M 0.43% 8
2016
Q3 		$13.6M Buy
120,592
+330
+0.3% +$37.4K 1.53% 4
2016
Q2 		$13.7M Sell
120,262
-3,584
-3% -$403K 1.56% 4
2016
Q1 		$13.8M Buy
123,846
+19,803
+19% +$2.2M 1.62% 4
2015
Q4 		$11.5M Sell
104,043
-10,042
-9% -$1.1M 1.42% 4
2015
Q3 		$12.5M Buy
114,085
+9,424
+9% +$1.03M 1.52% 4
2015
Q2 		$11.3M Buy
104,661
+95,453
+1,037% +$10.4M 1.33% 4
2015
Q1 		$1.02M Buy
9,208
+8,926
+3,165% +$987K 0.12% 21
2014
Q4 		$31K Sell
282
-4,714
-94% -$518K ﹤0.01% 101
2014
Q3 		$548K Sell
4,996
-632
-11% -$68.9K 0.08% 21
2014
Q2 		$611K Hold
5,628
– – 0.09% 20
2014
Q1 		$603K Buy
5,628
+282
+5% +$29.9K 0.1% 21
2013
Q4 		$555K Buy
5,346
+1,092
+26% +$114K 0.09% 11
2013
Q3 		$445K Buy
4,254
+2,369
+126% +$245K 0.08% 11
2013
Q2 		$198K Buy
+1,885
New +$206K 0.04% 23

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
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

Wealthcare Capital Management's MUB Position: Q2 2026 in Review

Wealthcare Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 7.5% in Q2 2026, buying an estimated $863K and bringing the position to 115,086 shares worth $12.4M. The position accounts for 1.18% of the portfolio, ranked #11.

Wealthcare Capital Management first reported a position in MUB in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.8M in Q1 2021. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wealthcare Capital Management held 115,086 shares of iShares National Muni Bond ETF worth $12.4M as of Q2 2026.
  • Wealthcare Capital Management bought 8,065 iShares National Muni Bond ETF shares in Q2 2026, an estimated $863K.
  • iShares National Muni Bond ETF made up 1.18% of Wealthcare Capital Management's portfolio in Q2 2026, its #11 holding.
  • Wealthcare Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Wealthcare Capital Management's iShares National Muni Bond ETF position peaked at $18.8M in Q1 2021.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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