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Advisor OS’s iShares National Muni Bond ETF MUB Stock Holding History

Advisor OS’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 		$288K Buy
2,673
+485
+22% +$51.9K 0.02% 460
2026
Q1 		$232K Buy
2,188
+195
+10% +$21K 0.02% 498
2025
Q4 		$213K Sell
1,993
-508
-20% -$54.4K 0.02% 457
2025
Q3 		$266K Sell
2,501
-6,390
-72% -$669K 0.02% 393
2025
Q2 		$929K Sell
8,891
-126
-1% -$13.1K 0.09% 162
2025
Q1 		$951K Sell
9,017
-969
-10% -$103K 0.11% 132
2024
Q4 		$1.06M Buy
+9,986
New +$1.07M 0.12% 113
2023
Q4 		– Sell
-8,493
Closed -$871K – 346
2023
Q3 		$871K Buy
8,493
+275
+3% +$29K 0.13% 144
2023
Q2 		$877K Sell
8,218
-2,362
-22% -$252K 0.14% 145
2023
Q1 		$1.14M Sell
10,580
-330
-3% -$35.3K 0.27% 94
2022
Q4 		$1.15M Sell
10,910
-45
-0.4% -$4.69K 0.31% 80
2022
Q3 		$1.12M Sell
10,955
-25,826
-70% -$2.75M 0.34% 63
2022
Q2 		$3.91M Buy
+36,781
New +$3.93M 1.14% 17

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Advisor OS's MUB Position: Q2 2026 in Review

Advisor OS increased its iShares National Muni Bond ETF (MUB) stake by 22% in Q2 2026, buying an estimated $51.9K and bringing the position to 2,673 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #460.

Advisor OS first reported a position in MUB in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.91M in Q2 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Advisor OS held 2,673 shares of iShares National Muni Bond ETF worth $288K as of Q2 2026.
  • Advisor OS bought 485 iShares National Muni Bond ETF shares in Q2 2026, an estimated $51.9K.
  • iShares National Muni Bond ETF made up 0.02% of Advisor OS's portfolio in Q2 2026, its #460 holding.
  • Advisor OS first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • Advisor OS's iShares National Muni Bond ETF position peaked at $3.91M in Q2 2022.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.