Advisory Resource Group’s iShares National Muni Bond ETF MUB Stock Holding History

Advisory Resource Group’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	$319K	Buy	2,964 +33	+1%	+$3.53K	0.05%	159
2026 Q1	$311K	Buy	2,931 +22	+0.8%	+$2.37K	0.05%	150
2025 Q4	$312K	Sell	2,909 -578	-17%	-$61.9K	0.05%	143
2025 Q3	$371K	Buy	3,487 +943	+37%	+$98.7K	0.07%	142
2025 Q2	$266K	Sell	2,544 -22,191	-90%	-$2.31M	0.05%	151
2025 Q1	$2.61M	Buy	24,735 +2,758	+13%	+$293K	0.53%	51
2024 Q4	$2.34M	Buy	21,977 +3,001	+16%	+$322K	0.5%	51
2024 Q3	$2.06M	Buy	18,976 +1,874	+11%	+$202K	0.44%	58
2024 Q2	$1.82M	Sell	17,102 -691	-4%	-$73.6K	0.41%	57
2024 Q1	$1.91M	Buy	17,793 +461	+3%	+$49.7K	0.44%	52
2023 Q4	$1.88M	Sell	17,332 -636	-4%	-$66.5K	0.47%	52
2023 Q3	$1.84M	Buy	17,968 +1,514	+9%	+$160K	0.5%	50
2023 Q2	$1.76M	Buy	16,454 +2,723	+20%	+$291K	0.48%	50
2023 Q1	$1.48M	Buy	13,731 +368	+3%	+$39.3K	0.41%	50
2022 Q4	$1.41M	Sell	13,363 -144	-1%	-$15K	0.42%	50
2022 Q3	$1.39M	Sell	13,507 -731	-5%	-$77.7K	0.46%	52
2022 Q2	$1.51M	Buy	14,238 +1,322	+10%	+$141K	0.5%	52
2022 Q1	$1.42M	Buy	12,916 +256	+2%	+$28.9K	0.44%	51
2021 Q4	$1.44M	Buy	12,660 +562	+5%	+$65.3K	0.48%	51
2021 Q3	$1.41M	Buy	12,098 +1,778	+17%	+$208K	0.52%	46
2021 Q2	$1.21M	Buy	10,320 +1,242	+14%	+$145K	0.48%	47
2021 Q1	$1.05M	Buy	9,078 +375	+4%	+$43.7K	0.49%	40
2020 Q4	$1.02M	Sell	8,703 -768	-8%	-$89.2K	0.51%	42
2020 Q3	$1.1M	Buy	9,471 +2,091	+28%	+$243K	0.64%	40
2020 Q2	$852K	Buy	+7,380	New	+$838K	0.53%	39

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Advisory Resource Group's MUB Position: Q2 2026 in Review

Advisory Resource Group increased its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q2 2026, buying an estimated $3.53K and bringing the position to 2,964 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #159.

Advisory Resource Group first reported a position in MUB in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.61M in Q1 2025. 292 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Advisory Resource Group held 2,964 shares of iShares National Muni Bond ETF worth $319K as of Q2 2026.
Advisory Resource Group bought 33 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.53K.
iShares National Muni Bond ETF made up 0.05% of Advisory Resource Group's portfolio in Q2 2026, its #159 holding.
Advisory Resource Group first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
Advisory Resource Group's iShares National Muni Bond ETF position peaked at $2.61M in Q1 2025.
292 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.