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

Wealthcare Capital 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	$1.2M	Buy	11,141 +141	+1%	+$15.1K	0.5%	46
2026 Q1	$1.17M	Buy	11,000 +1,116	+11%	+$120K	0.55%	42
2025 Q4	$1.06M	Buy	9,884 +180	+2%	+$19.3K	0.5%	43
2025 Q3	$1.03M	Buy	9,704 +1,509	+18%	+$158K	0.47%	41
2025 Q2	$856K	Sell	8,195 -1,432	-15%	-$149K	0.43%	43
2025 Q1	$1.02M	Sell	9,627 -1,329	-12%	-$141K	0.52%	31
2024 Q4	$1.17M	Buy	+10,956	New	+$1.18M	0.61%	28

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Wealthcare Capital Partners increased its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q2 2026, buying an estimated $15.1K and bringing the position to 11,141 shares worth $1.2M. The position accounts for 0.5% of the portfolio, ranked #46.

Wealthcare Capital Partners first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Wealthcare Capital Partners held 11,141 shares of iShares National Muni Bond ETF worth $1.2M as of Q2 2026.
Wealthcare Capital Partners bought 141 iShares National Muni Bond ETF shares in Q2 2026, an estimated $15.1K.
iShares National Muni Bond ETF made up 0.5% of Wealthcare Capital Partners's portfolio in Q2 2026, its #46 holding.
Wealthcare Capital Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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