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WFA of San Diego’s iShares National Muni Bond ETF MUB Stock Holding History

WFA of San Diego’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 		– Sell
-1,215
Closed -$129K – 271
2026
Q1 		$129K Hold
1,215
– – 0.1% 114
2025
Q4 		$130K Hold
1,215
– – 0.1% 118
2025
Q3 		$129K Hold
1,215
– – 0.09% 124
2025
Q2 		$127K Buy
+1,215
New +$126K 0.09% 123
2024
Q3 		$132K Hold
1,215
– – 0.11% 106
2024
Q2 		$129K Buy
+1,215
New +$129K 0.12% 106

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 22.9% 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

WFA of San Diego's MUB Position: Q2 2026 in Review

WFA of San Diego sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 1,215 shares — an estimated $129K sold.

WFA of San Diego first reported a position in MUB in Q2 2024 and held it in 6 quarters. The position peaked at $132K in Q3 2024. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • WFA of San Diego reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 1,215 iShares National Muni Bond ETF shares in Q2 2026, an estimated $129K.
  • WFA of San Diego first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 6 quarters.
  • WFA of San Diego's iShares National Muni Bond ETF position peaked at $132K in Q3 2024.
  • 1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.