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Weitzel Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Weitzel Financial Services’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 		$10.2M Buy
94,866
+1,406
+2% +$150K 3.47% 11
2026
Q1 		$9.93M Buy
93,460
+897
+1% +$96.4K 3.74% 10
2025
Q4 		$9.93M Sell
92,563
-1,316
-1% -$141K 3.84% 10
2025
Q3 		$10M Sell
93,879
-540
-0.6% -$56.5K 4.08% 9
2025
Q2 		$9.83M Buy
94,419
+3,087
+3% +$321K 4.16% 8
2025
Q1 		$9.63M Hold
91,332
– – 4.59% 8
2024
Q4 		$9.75M Buy
91,332
+2,356
+3% +$253K 4.59% 8
2024
Q3 		$9.67M Buy
88,976
+2,443
+3% +$263K 4.54% 8
2024
Q2 		$9.18M Buy
86,533
+3,021
+4% +$322K 4.58% 8
2024
Q1 		$8.94M Buy
83,512
+5,937
+8% +$641K 4.52% 8
2023
Q4 		$8.4M Sell
77,575
-194
-0.2% -$20.3K 4.51% 8
2023
Q3 		$7.92M Buy
77,769
+4,505
+6% +$475K 4.63% 8
2023
Q2 		$7.82M Buy
73,264
+1,923
+3% +$206K 4.44% 8
2023
Q1 		$7.68M Buy
71,341
+1,066
+2% +$114K 4.62% 8
2022
Q4 		$7.42M Buy
70,275
+1,661
+2% +$173K 4.74% 7
2022
Q3 		$7.04M Sell
68,614
-2,539
-4% -$270K 4.94% 6
2022
Q2 		$7.57M Sell
71,153
-2,099
-3% -$224K 5.11% 6
2022
Q1 		$8.03M Buy
73,252
+5,811
+9% +$656K 5.13% 6
2021
Q4 		$7.84M Buy
67,441
+7,319
+12% +$850K 4.74% 7
2021
Q3 		$6.98M Buy
60,122
+9,011
+18% +$1.06M 4.53% 8
2021
Q2 		$6.02M Buy
51,111
+6,287
+14% +$735K 3.97% 8
2021
Q1 		$5.22M Buy
44,824
+4,310
+11% +$503K 3.65% 8
2020
Q4 		$4.77M Buy
+40,514
New +$4.71M 3.56% 8

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

Weitzel Financial Services's MUB Position: Q2 2026 in Review

Weitzel Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 1.5% in Q2 2026, buying an estimated $150K and bringing the position to 94,866 shares worth $10.2M. The position accounts for 3.47% of the portfolio, ranked #11.

Weitzel Financial Services first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Weitzel Financial Services held 94,866 shares of iShares National Muni Bond ETF worth $10.2M as of Q2 2026.
  • Weitzel Financial Services bought 1,406 iShares National Muni Bond ETF shares in Q2 2026, an estimated $150K.
  • iShares National Muni Bond ETF made up 3.47% of Weitzel Financial Services's portfolio in Q2 2026, its #11 holding.
  • Weitzel Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.