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Wealthspire Advisors (New York)’s iShares National Muni Bond ETF MUB Stock Holding History

Wealthspire Advisors (New York)’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 		$61.1M Buy
568,001
+55,532
+11% +$5.94M 0.34% 56
2026
Q1 		$54.4M Sell
512,469
-96,641
-16% -$10.4M 0.43% 43
2025
Q4 		$65.2M Sell
609,110
-363,494
-37% -$38.9M 0.52% 37
2025
Q3 		$104M Sell
972,604
-240,986
-20% -$25.2M 0.54% 28
2025
Q2 		$127M Buy
1,213,590
+179,310
+17% +$18.6M 0.71% 23
2025
Q1 		$109M Buy
1,034,280
+449,545
+77% +$47.8M 0.65% 26
2024
Q4 		$62.3M Sell
584,735
-13,148
-2% -$1.41M 0.62% 30
2024
Q3 		$64.9M Buy
597,883
+26,762
+5% +$2.88M 0.66% 27
2024
Q2 		$60.9M Buy
571,121
+6,018
+1% +$641K 0.78% 26
2024
Q1 		$60.8M Sell
565,103
-27,968
-5% -$3.02M 0.81% 25
2023
Q4 		$64.3M Buy
593,071
+114,632
+24% +$12M 0.91% 23
2023
Q3 		$49.1M Buy
478,439
+6,396
+1% +$675K 0.81% 25
2023
Q2 		$50.4M Sell
472,043
-14,342
-3% -$1.53M 0.82% 26
2023
Q1 		$52.4M Sell
486,385
-38,221
-7% -$4.08M 0.9% 23
2022
Q4 		$55.4M Buy
524,606
+38,883
+8% +$4.05M 1.01% 20
2022
Q3 		$49.8M Sell
485,723
-238,067
-33% -$25.3M 1.04% 17
2022
Q2 		$77M Buy
723,790
+392,629
+119% +$41.9M 1.61% 14
2022
Q1 		$36.3M Buy
331,161
+204,267
+161% +$23.1M 0.82% 18
2021
Q4 		$14.8M Buy
126,894
+15,216
+14% +$1.77M 0.33% 37
2021
Q3 		$13M Sell
111,678
-2,695
-2% -$316K 0.27% 47
2021
Q2 		$13.4M Buy
114,373
+752
+0.7% +$87.9K 0.35% 38
2021
Q1 		$13.2M Buy
113,621
+14,044
+14% +$1.64M 0.31% 41
2020
Q4 		$11.7M Buy
99,577
+13,142
+15% +$1.53M 0.35% 40
2020
Q3 		$10M Buy
86,435
+7,793
+10% +$905K 0.6% 24
2020
Q2 		$9.07M Sell
78,642
-16,582
-17% -$1.88M 0.63% 25
2020
Q1 		$10.8M Buy
95,224
+1,383
+1% +$158K 0.45% 34
2019
Q4 		$10.7M Sell
93,841
-1,111
-1% -$127K 0.78% 16
2019
Q3 		$10.8M Buy
94,952
+2,700
+3% +$308K 0.89% 15
2019
Q2 		$10.4M Buy
92,252
+19,096
+26% +$2.14M 0.91% 13
2019
Q1 		$8.13M Sell
73,156
-10,308
-12% -$1.13M 0.75% 14
2018
Q4 		$9.1M Buy
+83,464
New +$8.98M 0.88% 13

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthspire Advisors (New York)'s MUB Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $5.94M and bringing the position to 568,001 shares worth $61.1M. The position accounts for 0.34% of the portfolio, ranked #56.

Wealthspire Advisors (New York) first reported a position in MUB in Q4 2018 and has held it in 31 quarters since. The position peaked at $127M in Q2 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wealthspire Advisors (New York) held 568,001 shares of iShares National Muni Bond ETF worth $61.1M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 55,532 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.94M.
  • iShares National Muni Bond ETF made up 0.34% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #56 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Wealthspire Advisors (New York)'s iShares National Muni Bond ETF position peaked at $127M in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.