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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 Sell
60,122
-5,956,664
-99% -$698M 4.53% 8
2021
Q2 		$51.1M Buy
6,016,786
+5,971,962
+13,323% +$698M 1.8% 10
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

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
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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. The position peaked at $51.1M in Q2 2021. 357 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.
  • Weitzel Financial Services's iShares National Muni Bond ETF position peaked at $51.1M in Q2 2021.
  • 357 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.