Wellspring Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Wellspring Financial Advisors’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	$606K	Buy	5,632 +154	+3%	+$16.5K	0.04%	150
2026 Q1	$581K	Sell	5,478 -1,259	-19%	-$135K	0.04%	148
2025 Q4	$722K	Sell	6,737 -51,735	-88%	-$5.54M	0.06%	113
2025 Q3	$425K	Buy	+58,472	New	+$6.12M	0.04%	98
2023 Q2	–	Sell	-11,642	Closed	-$1.27M	–	125
2023 Q1	$1.27M	Sell	11,642 -3,676	-24%	-$393K	0.38%	43
2022 Q4	$1.63M	Buy	+15,318	New	+$1.6M	0.54%	36
2022 Q2	–	Sell	-2,871	Closed	-$324K	–	128
2022 Q1	$324K	Buy	2,871 +1	+0%	+$113	0.1%	68
2021 Q4	$345K	Buy	2,870 +258	+10%	+$30K	0.1%	69
2021 Q3	$315K	Hold	2,612	–	–	0.09%	71
2021 Q2	$316K	Sell	2,612 -171	-6%	-$20K	0.1%	69
2021 Q1	$331K	Buy	2,783 +171	+7%	+$19.9K	0.16%	60
2020 Q4	$318K	Sell	2,612 -171	-6%	-$19.9K	0.11%	66
2020 Q3	$337K	Hold	2,783	–	–	0.13%	61
2020 Q2	$336K	Hold	2,783	–	–	0.14%	64
2020 Q1	$331K	Buy	+2,783	New	+$318K	0.16%	60

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Wellspring Financial Advisors's MUB Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 2.8% in Q2 2026, buying an estimated $16.5K and bringing the position to 5,632 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #150.

Wellspring Financial Advisors first reported a position in MUB in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.63M in Q4 2022. 600 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Wellspring Financial Advisors held 5,632 shares of iShares National Muni Bond ETF worth $606K as of Q2 2026.
Wellspring Financial Advisors bought 154 iShares National Muni Bond ETF shares in Q2 2026, an estimated $16.5K.
iShares National Muni Bond ETF made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #150 holding.
Wellspring Financial Advisors first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 15 quarters since.
Wellspring Financial Advisors's iShares National Muni Bond ETF position peaked at $1.63M in Q4 2022.
600 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.