WealthGarden F.S.’s iShares National Muni Bond ETF MUB Stock Holding History

WealthGarden F.S.’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	$509K	Buy	4,728 +604	+15%	+$64.6K	0.29%	100
2026 Q1	$438K	Buy	4,124 +356	+9%	+$38.3K	0.3%	98
2025 Q4	$406K	Sell	3,768 -229	-6%	-$24.5K	0.27%	100
2025 Q3	$430K	Sell	3,997 -383	-9%	-$40.1K	0.31%	94
2025 Q2	$455K	Buy	4,380 +931	+27%	+$96.8K	0.38%	80
2025 Q1	$364K	Sell	3,449 -254	-7%	-$27K	0.35%	87
2024 Q4	$395K	Buy	3,703 +1,190	+47%	+$128K	0.37%	82
2024 Q3	$273K	Buy	2,513 +240	+11%	+$25.9K	0.27%	101
2024 Q2	$242K	Buy	+2,273	New	+$242K	0.26%	101

Other funds holding MUB

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

WealthGarden F.S.'s MUB Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares National Muni Bond ETF (MUB) stake by 15% in Q2 2026, buying an estimated $64.6K and bringing the position to 4,728 shares worth $509K. The position accounts for 0.29% of the portfolio, ranked #100.

WealthGarden F.S. first reported a position in MUB in Q2 2024 and has held it in 9 quarters since. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

WealthGarden F.S. held 4,728 shares of iShares National Muni Bond ETF worth $509K as of Q2 2026.
WealthGarden F.S. bought 604 iShares National Muni Bond ETF shares in Q2 2026, an estimated $64.6K.
iShares National Muni Bond ETF made up 0.29% of WealthGarden F.S.'s portfolio in Q2 2026, its #100 holding.
WealthGarden F.S. first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.