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

Yardley 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	$1.3M	Sell	12,114 -2	-0%	-$214	0.59%	19
2026 Q1	$1.29M	Sell	12,116 -142	-1%	-$15.3K	0.66%	19
2025 Q4	$1.31M	Sell	12,258 -10	-0.1%	-$1.07K	0.7%	18
2025 Q3	$1.31M	Buy	12,268 +1,111	+10%	+$116K	0.73%	18
2025 Q2	$1.17M	Sell	11,157 -521	-4%	-$54.2K	0.64%	18
2025 Q1	$1.23M	Buy	11,678 +15	+0.1%	+$1.59K	0.73%	18
2024 Q4	$1.24M	Sell	11,663 -46	-0.4%	-$4.94K	0.6%	25
2024 Q3	$1.27M	Buy	+11,709	New	+$1.26M	0.75%	18

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

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

Yardley Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 0.02% in Q2 2026, selling an estimated $214 and leaving 12,114 shares worth $1.3M. The position accounts for 0.59% of the portfolio, ranked #19.

Yardley Wealth Management first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2025. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Yardley Wealth Management held 12,114 shares of iShares National Muni Bond ETF worth $1.3M as of Q2 2026.
Yardley Wealth Management sold 2 iShares National Muni Bond ETF shares in Q2 2026, an estimated $214.
iShares National Muni Bond ETF made up 0.59% of Yardley Wealth Management's portfolio in Q2 2026, its #19 holding.
Yardley Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's iShares National Muni Bond ETF position peaked at $1.31M in Q4 2025.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.