WIM
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Westside Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Westside Investment Management’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 		$5.5M Buy
51,072
+3,061
+6% +$327K 0.72% 35
2026
Q1 		$5.1M Buy
48,011
+1,673
+4% +$180K 0.78% 32
2025
Q4 		$4.96M Buy
46,338
+10,779
+30% +$1.15M 0.79% 31
2025
Q3 		$3.79M Buy
35,559
+1,525
+4% +$160K 0.61% 41
2025
Q2 		$3.56M Buy
34,034
+2,529
+8% +$263K 0.66% 37
2025
Q1 		$3.32M Buy
31,505
+3,193
+11% +$340K 0.71% 38
2024
Q4 		$3.02M Buy
28,312
+5,417
+24% +$582K 0.64% 40
2024
Q3 		$2.49M Buy
22,895
+76
+0.3% +$8.19K 0.53% 49
2024
Q2 		$2.43M Buy
22,819
+2,401
+12% +$256K 0.56% 43
2024
Q1 		$2.2M Buy
20,418
+322
+2% +$34.7K 0.53% 47
2023
Q4 		$2.18M Sell
20,096
-619
-3% -$64.7K 0.56% 49
2023
Q3 		$2.12M Buy
20,715
+1,679
+9% +$177K 0.61% 41
2023
Q2 		$2.03M Buy
19,036
+840
+5% +$89.8K 0.57% 43
2023
Q1 		$1.96M Buy
18,196
+233
+1% +$24.9K 0.58% 46
2022
Q4 		$76K Sell
17,963
-264
-1% -$27.5K 0.19% 102
2022
Q3 		$73.6K Sell
18,227
-1,883
-9% -$200K 0.18% 109
2022
Q2 		$51.8K Buy
20,110
+1,460
+8% +$156K 0.12% 123
2022
Q1 		$51.7K Sell
18,650
-9,985
-35% -$1.13M 0.11% 123
2021
Q4 		$56K Buy
28,635
+2,075
+8% +$241K 0.13% 115
2021
Q3 		$55.7K Buy
26,560
+3,995
+18% +$468K 0.13% 114
2021
Q2 		$55.8K Buy
22,565
+6,950
+45% +$812K 0.13% 114
2021
Q1 		$1.81K Buy
15,615
+1,913
+14% +$223K ﹤0.01% 214
2020
Q4 		$1.6K Buy
13,702
+1,703
+14% +$198K ﹤0.01% 178
2020
Q3 		$1.39K Buy
11,999
+664
+6% +$77.2K ﹤0.01% 189
2020
Q2 		$1.31K Buy
11,335
+808
+8% +$91.7K ﹤0.01% 171
2020
Q1 		$1.19K Buy
+10,527
New +$1.2M ﹤0.01% 178
2019
Q2 		$998 Buy
+8,827
New +$988K ﹤0.01% 115
2018
Q4 		$861K Sell
7,896
-1,327
-14% -$143K 0.32% 56
2018
Q3 		$993K Sell
9,223
-13
-0.1% -$1.41K 0.32% 51
2018
Q2 		$1M Buy
9,236
+88
+1% +$9.55K 0.35% 45
2018
Q1 		$994K Buy
9,148
+297
+3% +$32.4K 0.55% 43
2017
Q4 		$978K Buy
8,851
+753
+9% +$83.3K 0.53% 48
2017
Q3 		$897K Buy
8,098
+569
+8% +$63.1K 0.54% 49
2017
Q2 		$827K Buy
7,529
+1,077
+17% +$118K 0.54% 48
2017
Q1 		$703K Buy
6,452
+1,557
+32% +$169K 0.34% 54
2016
Q4 		$533K Buy
+4,895
New +$536K 0.36% 40

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Westside Investment Management's MUB Position: Q2 2026 in Review

Westside Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 6.4% in Q2 2026, buying an estimated $327K and bringing the position to 51,072 shares worth $5.5M. The position accounts for 0.72% of the portfolio, ranked #35.

Westside Investment Management first reported a position in MUB in Q4 2016 and has held it in 36 quarters since. 719 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Westside Investment Management held 51,072 shares of iShares National Muni Bond ETF worth $5.5M as of Q2 2026.
  • Westside Investment Management bought 3,061 iShares National Muni Bond ETF shares in Q2 2026, an estimated $327K.
  • iShares National Muni Bond ETF made up 0.72% of Westside Investment Management's portfolio in Q2 2026, its #35 holding.
  • Westside Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 36 quarters since.
  • 719 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.