Windward Private Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Windward Private Wealth 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	$2.78M	Sell	25,841 -925	-3%	-$98.9K	0.89%	16
2026 Q1	$2.84M	Buy	26,766 +105	+0.4%	+$11.3K	0.98%	16
2025 Q4	$2.86M	Sell	26,661 -466	-2%	-$49.9K	0.99%	16
2025 Q3	$2.89M	Buy	27,127 +381	+1%	+$39.9K	1%	16
2025 Q2	$2.79M	Buy	26,746 +11,220	+72%	+$1.17M	1.01%	16
2025 Q1	$1.64M	Hold	15,526	–	–	0.64%	20
2024 Q4	$1.65M	Hold	15,526	–	–	0.64%	21
2024 Q3	$1.69M	Sell	15,526 -119	-0.8%	-$12.8K	0.65%	21
2024 Q2	$1.67M	Hold	15,645	–	–	0.67%	21
2024 Q1	$1.68M	Sell	15,645 -2,111	-12%	-$228K	0.69%	21
2023 Q4	$1.92M	Buy	17,756 +9,098	+105%	+$951K	0.81%	21
2023 Q3	$888K	Buy	8,658 +595	+7%	+$62.8K	0.4%	33
2023 Q2	$861K	Hold	8,063	–	–	0.38%	32
2023 Q1	$869K	Hold	8,063	–	–	0.37%	31
2022 Q4	$851K	Buy	8,063 +3,450	+75%	+$360K	0.38%	31
2022 Q3	$473K	Buy	+4,613	New	+$490K	0.23%	35

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Windward Private Wealth Management's MUB Position: Q2 2026 in Review

Windward Private Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q2 2026, selling an estimated $98.9K and leaving 25,841 shares worth $2.78M. The position accounts for 0.89% of the portfolio, ranked #16.

Windward Private Wealth Management first reported a position in MUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.89M in Q3 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Windward Private Wealth Management held 25,841 shares of iShares National Muni Bond ETF worth $2.78M as of Q2 2026.
Windward Private Wealth Management sold 925 iShares National Muni Bond ETF shares in Q2 2026, an estimated $98.9K.
iShares National Muni Bond ETF made up 0.89% of Windward Private Wealth Management's portfolio in Q2 2026, its #16 holding.
Windward Private Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
Windward Private Wealth Management's iShares National Muni Bond ETF position peaked at $2.89M in Q3 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.