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

Wiser 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 		$657K Buy
6,106
+50
+0.8% +$5.35K 0.13% 37
2026
Q1 		$643K Buy
6,056
+171
+3% +$18.4K 0.14% 33
2025
Q4 		$630K Sell
5,885
-68
-1% -$7.28K 0.14% 33
2025
Q3 		$634K Buy
5,953
+546
+10% +$57.1K 0.14% 33
2025
Q2 		$565K Buy
+5,407
New +$562K 0.14% 31
2024
Q4 		– Sell
-5,189
Closed -$564K – 51
2024
Q3 		$564K Sell
5,189
-5
-0.1% -$539 0.16% 28
2024
Q2 		$553K Buy
+5,194
New +$553K 0.17% 27
2024
Q1 		– Sell
-13,841
Closed -$1.5M – 34
2023
Q4 		$1.5M Buy
13,841
+7,044
+104% +$736K 0.55% 17
2023
Q3 		$697K Sell
6,797
-134
-2% -$14.1K 0.28% 26
2023
Q2 		$740K Buy
6,931
+415
+6% +$44.4K 0.3% 25
2023
Q1 		$702K Sell
6,516
-465
-7% -$49.7K 0.3% 25
2022
Q4 		$737K Buy
6,981
+625
+10% +$65.1K 0.34% 25
2022
Q3 		$652K Buy
6,356
+1,595
+34% +$170K 0.34% 23
2022
Q2 		$506K Sell
4,761
-5,426
-53% -$579K 0.26% 29
2022
Q1 		$1.12M Buy
10,187
+281
+3% +$31.7K 0.52% 22
2021
Q4 		$1.15M Hold
9,906
– – 0.56% 18
2021
Q3 		$1.15M Sell
9,906
-84
-0.8% -$9.85K 0.61% 17
2021
Q2 		$1.17M Sell
9,990
-419
-4% -$49K 0.71% 17
2021
Q1 		$1.21M Sell
10,409
-7,884
-43% -$920K 0.83% 17
2020
Q4 		$2.14M Buy
+18,293
New +$2.13M 1.61% 15

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

Wiser Wealth Management's MUB Position: Q2 2026 in Review

Wiser Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.83% in Q2 2026, buying an estimated $5.35K and bringing the position to 6,106 shares worth $657K. The position accounts for 0.13% of the portfolio, ranked #37.

Wiser Wealth Management first reported a position in MUB in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.14M in Q4 2020. 365 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wiser Wealth Management held 6,106 shares of iShares National Muni Bond ETF worth $657K as of Q2 2026.
  • Wiser Wealth Management bought 50 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.35K.
  • iShares National Muni Bond ETF made up 0.13% of Wiser Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Wiser Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Wiser Wealth Management's iShares National Muni Bond ETF position peaked at $2.14M in Q4 2020.
  • 365 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.