Advyzon Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Advyzon Investment 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	$8.06M	Sell	74,851 -20,254	-21%	-$2.17M	0.58%	37
2026 Q1	$10.1M	Buy	95,105 +22,573	+31%	+$2.43M	0.9%	24
2025 Q4	$7.77M	Buy	72,532 +31,106	+75%	+$3.33M	0.9%	23
2025 Q3	$4.41M	Buy	41,426 +6,349	+18%	+$664K	0.76%	28
2025 Q2	$3.66M	Buy	35,077 +20,743	+145%	+$2.16M	0.81%	26
2025 Q1	$1.51M	Buy	14,334 +87	+0.6%	+$9.25K	0.53%	34
2024 Q4	$1.52M	Buy	+14,247	New	+$1.53M	0.59%	32

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 22.96% 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

Advyzon Investment Management's MUB Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares National Muni Bond ETF (MUB) stake by 21% in Q2 2026, selling an estimated $2.17M and leaving 74,851 shares worth $8.06M. The position accounts for 0.58% of the portfolio, ranked #37.

Advyzon Investment Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Advyzon Investment Management held 74,851 shares of iShares National Muni Bond ETF worth $8.06M as of Q2 2026.
Advyzon Investment Management sold 20,254 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.17M.
iShares National Muni Bond ETF made up 0.58% of Advyzon Investment Management's portfolio in Q2 2026, its #37 holding.
Advyzon Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's iShares National Muni Bond ETF position peaked at $10.1M in Q1 2026.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.