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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return