WA
MUB icon

WPG Advisers’s iShares National Muni Bond ETF MUB Stock Holding History

WPG Advisers’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 		$529K Sell
4,917
-65
-1% -$6.95K 0.31% 45
2026
Q1 		$529K Buy
4,982
+117
+2% +$12.6K 0.39% 39
2025
Q4 		$521K Buy
4,865
+291
+6% +$31.2K 0.39% 39
2025
Q3 		$487K Buy
4,574
+157
+4% +$16.4K 0.38% 41
2025
Q2 		$461K Sell
4,417
-1,215
-22% -$126K 0.39% 40
2025
Q1 		$594K Sell
5,632
-3,831
-40% -$407K 0.55% 30
2024
Q4 		$1.01M Buy
+9,463
New +$1.02M 0.94% 16

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WPG Advisers's MUB Position: Q2 2026 in Review

WPG Advisers reduced its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q2 2026, selling an estimated $6.95K and leaving 4,917 shares worth $529K. The position accounts for 0.31% of the portfolio, ranked #45.

WPG Advisers first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • WPG Advisers held 4,917 shares of iShares National Muni Bond ETF worth $529K as of Q2 2026.
  • WPG Advisers sold 65 iShares National Muni Bond ETF shares in Q2 2026, an estimated $6.95K.
  • iShares National Muni Bond ETF made up 0.31% of WPG Advisers's portfolio in Q2 2026, its #45 holding.
  • WPG Advisers first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's iShares National Muni Bond ETF position peaked at $1.01M in Q4 2024.
  • 1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.