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Whitcomb & Hess’s iShares National Muni Bond ETF MUB Stock Holding History

Whitcomb & Hess’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 		$267K Sell
2,479
-166
-6% -$17.8K 0.06% 51
2026
Q1 		$281K Sell
2,645
-25
-0.9% -$2.69K 0.07% 49
2025
Q4 		$287K Sell
2,670
-16
-0.6% -$1.71K 0.07% 50
2025
Q3 		$286K Sell
2,686
-834
-24% -$87.3K 0.07% 49
2025
Q2 		$368K Sell
3,520
-2
-0.1% -$208 0.1% 39
2025
Q1 		$371K Buy
3,522
+45
+1% +$4.79K 0.11% 38
2024
Q4 		$371K Sell
3,477
-623
-15% -$66.9K 0.11% 39
2024
Q3 		$445K Sell
4,100
-27
-0.7% -$2.91K 0.13% 35
2024
Q2 		$440K Buy
4,127
+652
+19% +$69.4K 0.14% 34
2024
Q1 		$374K Sell
3,475
-2
-0.1% -$216 0.12% 38
2023
Q4 		$377K Buy
3,477
+974
+39% +$102K 0.13% 37
2023
Q3 		$257K Buy
2,503
+3
+0.1% +$316 0.1% 36
2023
Q2 		$267K Buy
2,500
+31
+1% +$3.31K 0.1% 35
2023
Q1 		$266K Sell
2,469
-626
-20% -$66.9K 0.1% 34
2022
Q4 		$327K Buy
+3,095
New +$323K 0.13% 31

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
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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Whitcomb & Hess's MUB Position: Q2 2026 in Review

Whitcomb & Hess reduced its iShares National Muni Bond ETF (MUB) stake by 6.3% in Q2 2026, selling an estimated $17.8K and leaving 2,479 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #51.

Whitcomb & Hess first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $445K in Q3 2024. 532 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Whitcomb & Hess held 2,479 shares of iShares National Muni Bond ETF worth $267K as of Q2 2026.
  • Whitcomb & Hess sold 166 iShares National Muni Bond ETF shares in Q2 2026, an estimated $17.8K.
  • iShares National Muni Bond ETF made up 0.06% of Whitcomb & Hess's portfolio in Q2 2026, its #51 holding.
  • Whitcomb & Hess first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Whitcomb & Hess's iShares National Muni Bond ETF position peaked at $445K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.