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Welch Group’s iShares National Muni Bond ETF MUB Stock Holding History

Welch Group’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 		$391K Hold
3,629
– – 0.01% 219
2026
Q1 		$385K Hold
3,629
– – 0.01% 210
2025
Q4 		$389K Buy
+3,629
New +$389K 0.02% 211

Other funds holding MUB

Commonwealth Equity Services
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
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
Truist Financial
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Welch Group's MUB Position: Q2 2026 in Review

Welch Group held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 3,629 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #219.

Welch Group first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Welch Group held 3,629 shares of iShares National Muni Bond ETF worth $391K as of Q2 2026.
  • Welch Group left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #219 holding.
  • Welch Group first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 764 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.