WPC
MUB icon

Wedmont Private Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Wedmont Private Capital’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 		$51.1M Buy
477,489
+5,016
+1% +$536K 1.4% 13
2026
Q1 		$50.4M Buy
472,473
+6,901
+1% +$742K 1.63% 12
2025
Q4 		$50.1M Sell
465,572
-31,676
-6% -$3.39M 1.74% 13
2025
Q3 		$53M Buy
497,248
+695
+0.1% +$72.7K 1.97% 13
2025
Q2 		$51.8M Buy
496,553
+146,718
+42% +$15.3M 2.21% 12
2025
Q1 		$35.8M Buy
349,835
+56,439
+19% +$6M 1.83% 13
2024
Q4 		$31M Buy
293,396
+79,073
+37% +$8.5M 1.64% 13
2024
Q3 		$23.1M Buy
214,323
+2,383
+1% +$257K 1.32% 15
2024
Q2 		$22.7M Buy
211,940
+9,493
+5% +$1.01M 1.43% 14
2024
Q1 		$21.6M Sell
202,447
-3,297
-2% -$356K 1.58% 13
2023
Q4 		$22.3M Buy
205,744
+27,771
+16% +$2.9M 1.83% 12
2023
Q3 		$18.2M Buy
177,973
+25,232
+17% +$2.66M 1.84% 11
2023
Q2 		$16.3M Buy
152,741
+2,670
+2% +$285K 1.76% 12
2023
Q1 		$16.2M Sell
150,071
-219
-0.1% -$23.4K 2.14% 9
2022
Q4 		$16M Buy
150,290
+79,155
+111% +$8.25M 2.4% 8
2022
Q3 		$7.3M Buy
71,135
+3,456
+5% +$367K 1.47% 13
2022
Q2 		$7.2M Buy
67,679
+12,155
+22% +$1.3M 1.55% 13
2022
Q1 		$6.08M Buy
55,524
+53,782
+3,087% +$6.07M 1.36% 15
2021
Q4 		$201K Buy
+1,742
New +$202K 0.06% 236

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

Wedmont Private Capital's MUB Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q2 2026, buying an estimated $536K and bringing the position to 477,489 shares worth $51.1M. The position accounts for 1.4% of the portfolio, ranked #13.

Wedmont Private Capital first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $53M in Q3 2025. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wedmont Private Capital held 477,489 shares of iShares National Muni Bond ETF worth $51.1M as of Q2 2026.
  • Wedmont Private Capital bought 5,016 iShares National Muni Bond ETF shares in Q2 2026, an estimated $536K.
  • iShares National Muni Bond ETF made up 1.4% of Wedmont Private Capital's portfolio in Q2 2026, its #13 holding.
  • Wedmont Private Capital first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's iShares National Muni Bond ETF position peaked at $53M in Q3 2025.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.