Acorn Financial Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Acorn Financial Advisory Services’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	$314K	Hold	2,915	–	–	0.04%	170
2026 Q1	$309K	Hold	2,915	–	–	0.04%	165
2025 Q4	$312K	Sell	2,915 -158	-5%	-$16.9K	0.05%	161
2025 Q3	$327K	Buy	3,073 +158	+5%	+$16.5K	0.05%	152
2025 Q2	$305K	Sell	2,915 -624	-18%	-$64.9K	0.05%	154
2025 Q1	$373K	Hold	3,539	–	–	0.07%	125
2024 Q4	$377K	Hold	3,539	–	–	0.06%	142
2024 Q3	$384K	Hold	3,539	–	–	0.07%	133
2024 Q2	$377K	Hold	3,539	–	–	0.07%	129
2024 Q1	$381K	Buy	+3,539	New	+$382K	0.07%	131

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 22.9% 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

Acorn Financial Advisory Services's MUB Position: Q2 2026 in Review

Acorn Financial Advisory Services held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,915 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #170.

Acorn Financial Advisory Services first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $384K in Q3 2024. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Acorn Financial Advisory Services held 2,915 shares of iShares National Muni Bond ETF worth $314K as of Q2 2026.
Acorn Financial Advisory Services left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.04% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #170 holding.
Acorn Financial Advisory Services first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Acorn Financial Advisory Services's iShares National Muni Bond ETF position peaked at $384K in Q3 2024.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.