WIT LLC’s iShares National Muni Bond ETF MUB Stock Holding History

WIT LLC’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	$8.24M	Buy	76,599 +10,677	+16%	+$1.14M	0.13%	20
2026 Q1	$7M	Buy	65,922 +3,944	+6%	+$424K	0.13%	18
2025 Q4	$6.64M	Hold	61,978	–	–	0.13%	16
2025 Q3	$6.6M	Sell	61,978 -44	-0.1%	-$4.61K	0.15%	16
2025 Q2	$6.48M	Sell	62,022 -237,986	-79%	-$24.7M	0.16%	16
2025 Q1	$60.1M	Buy	300,008 +8,677	+3%	+$923K	1.71%	8
2024 Q4	$63.8M	Sell	291,331 -1,669	-0.6%	-$179K	2.04%	6
2024 Q3	$63.3M	Buy	293,000 +257,000	+714%	+$27.7M	1.83%	8
2024 Q2	$3.85M	Buy	36,000 +16,000	+80%	+$1.7M	0.12%	14
2024 Q1	$2.2M	Sell	20,000 -12,000	-38%	-$1.29M	0.07%	14
2023 Q4	$3.45M	Buy	+32,000	New	+$3.34M	0.13%	14

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

WIT LLC's MUB Position: Q2 2026 in Review

WIT LLC increased its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, buying an estimated $1.14M and bringing the position to 76,599 shares worth $8.24M. The position accounts for 0.13% of the portfolio, ranked #20.

WIT LLC first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.8M in Q4 2024. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

WIT LLC held 76,599 shares of iShares National Muni Bond ETF worth $8.24M as of Q2 2026.
WIT LLC bought 10,677 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.14M.
iShares National Muni Bond ETF made up 0.13% of WIT LLC's portfolio in Q2 2026, its #20 holding.
WIT LLC first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
WIT LLC's iShares National Muni Bond ETF position peaked at $63.8M in Q4 2024.
1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on WIT LLC's 13F filing for Q2 2026, filed 14 Aug 2026.