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

West Wealth 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 		$305K Sell
2,833
-3,643
-56% -$390K 0.05% 116
2026
Q1 		$687K Buy
6,476
+1,348
+26% +$145K 0.14% 56
2025
Q4 		$549K Sell
5,128
-142
-3% -$15.2K 0.11% 60
2025
Q3 		$564K Buy
5,270
+2,059
+64% +$215K 0.13% 59
2025
Q2 		$334K Buy
+3,211
New +$334K 0.08% 78

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

West Wealth Group's MUB Position: Q2 2026 in Review

West Wealth Group reduced its iShares National Muni Bond ETF (MUB) stake by 56% in Q2 2026, selling an estimated $390K and leaving 2,833 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #116.

West Wealth Group first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $687K in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • West Wealth Group held 2,833 shares of iShares National Muni Bond ETF worth $305K as of Q2 2026.
  • West Wealth Group sold 3,643 iShares National Muni Bond ETF shares in Q2 2026, an estimated $390K.
  • iShares National Muni Bond ETF made up 0.05% of West Wealth Group's portfolio in Q2 2026, its #116 holding.
  • West Wealth Group first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • West Wealth Group's iShares National Muni Bond ETF position peaked at $687K in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.