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Wolff Wiese Magana’s iShares National Muni Bond ETF MUB Stock Holding History

Wolff Wiese Magana’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 		$204K Sell
1,896
-31
-2% -$3.31K 0.09% 113
2026
Q1 		$205K Hold
1,927
– – 0.11% 110
2025
Q4 		$206K Sell
1,927
-93
-5% -$9.96K 0.11% 105
2025
Q3 		$215K Sell
2,020
-192
-9% -$20.1K 0.12% 114
2025
Q2 		$231K Hold
2,212
– – 0.14% 102
2025
Q1 		$233K Sell
2,212
-8
-0.4% -$851 0.16% 91
2024
Q4 		$237K Sell
2,220
-95
-4% -$10.2K 0.16% 96
2024
Q3 		$251K Sell
2,315
-92
-4% -$9.91K 0.17% 86
2024
Q2 		$256K Buy
2,407
+1,203
+100% +$128K 0.2% 79
2024
Q1 		$130K Hold
1,204
– – 0.11% 99
2023
Q4 		$131K Sell
1,204
-200
-14% -$20.9K 0.12% 95
2023
Q3 		$144K Sell
1,404
-100
-7% -$10.5K 0.12% 111
2023
Q2 		$161K Hold
1,504
– – 0.12% 106
2023
Q1 		$162K Hold
1,504
– – 0.13% 105
2022
Q4 		$159K Hold
1,504
– – 0.14% 108
2022
Q3 		$154K Buy
1,504
+504
+50% +$53.6K 0.12% 130
2022
Q2 		$106K Sell
1,000
-500
-33% -$53.4K 0.08% 167
2022
Q1 		$164K Sell
1,500
-200
-12% -$22.6K 0.11% 138
2021
Q4 		$198K Sell
1,700
-180
-10% -$20.9K 0.13% 131
2021
Q3 		$218K Hold
1,880
– – 0.15% 120
2021
Q2 		$220K Hold
1,880
– – 0.16% 116
2021
Q1 		$218K Hold
1,880
– – 0.17% 107
2020
Q4 		$220K Buy
+1,880
New +$218K 0.19% 105

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Wolff Wiese Magana's MUB Position: Q2 2026 in Review

Wolff Wiese Magana reduced its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q2 2026, selling an estimated $3.31K and leaving 1,896 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #113.

Wolff Wiese Magana first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $256K in Q2 2024. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wolff Wiese Magana held 1,896 shares of iShares National Muni Bond ETF worth $204K as of Q2 2026.
  • Wolff Wiese Magana sold 31 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.31K.
  • iShares National Muni Bond ETF made up 0.09% of Wolff Wiese Magana's portfolio in Q2 2026, its #113 holding.
  • Wolff Wiese Magana first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's iShares National Muni Bond ETF position peaked at $256K in Q2 2024.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.