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

Wheelhouse Advisory 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	–	Sell	-1,996	Closed	-$212K	–	56
2026 Q1	$212K	Sell	1,996 -210	-10%	-$22.6K	0.07%	49
2025 Q4	$236K	Sell	2,206 -839	-28%	-$89.8K	0.09%	45
2025 Q3	$324K	Buy	3,045 +4	+0.1%	+$419	0.14%	36
2025 Q2	$318K	Sell	3,041 -330	-10%	-$34.3K	0.16%	35
2025 Q1	$356K	Sell	3,371 -747	-18%	-$79.4K	0.2%	35
2024 Q4	$439K	Buy	4,118 +343	+9%	+$36.9K	0.26%	33
2024 Q3	$410K	Buy	3,775 +5	+0.1%	+$539	0.26%	34
2024 Q2	$401K	Sell	3,770 -358	-9%	-$38.1K	0.28%	31
2024 Q1	$444K	Sell	4,128 -501	-11%	-$54.1K	0.34%	27
2023 Q4	$502K	Buy	+4,629	New	+$484K	0.44%	24

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wheelhouse Advisory Group's MUB Position: Q2 2026 in Review

Wheelhouse Advisory Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 1,996 shares — an estimated $212K sold.

Wheelhouse Advisory Group first reported a position in MUB in Q4 2023 and held it in 10 quarters. The position peaked at $502K in Q4 2023. 1,184 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Wheelhouse Advisory Group reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Wheelhouse Advisory Group sold 1,996 iShares National Muni Bond ETF shares in Q2 2026, an estimated $212K.
Wheelhouse Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 10 quarters.
Wheelhouse Advisory Group's iShares National Muni Bond ETF position peaked at $502K in Q4 2023.
1,184 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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