WCM
MUB icon

WLTH Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

WLTH Capital 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 		$2.68M Sell
24,903
-13,524
-35% -$1.45M 1.72% 16
2026
Q1 		$4.08M Buy
38,427
+1,673
+5% +$180K 3.2% 10
2025
Q4 		$3.98M Buy
+36,754
New +$3.94M 3.08% 10

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WLTH Capital Management's MUB Position: Q2 2026 in Review

WLTH Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 35% in Q2 2026, selling an estimated $1.45M and leaving 24,903 shares worth $2.68M. The position accounts for 1.72% of the portfolio, ranked #16.

WLTH Capital Management first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.08M in Q1 2026. 1,635 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • WLTH Capital Management held 24,903 shares of iShares National Muni Bond ETF worth $2.68M as of Q2 2026.
  • WLTH Capital Management sold 13,524 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.45M.
  • iShares National Muni Bond ETF made up 1.72% of WLTH Capital Management's portfolio in Q2 2026, its #16 holding.
  • WLTH Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WLTH Capital Management's iShares National Muni Bond ETF position peaked at $4.08M in Q1 2026.
  • 1,635 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on WLTH Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.