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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
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
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
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
LPL Financial San Diego, California $377B 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
Wells Fargo San Francisco, California $530B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advyzon Investment Management's MUB Position: Q1 2026 in Review

Advyzon Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 31% in Q1 2026, buying an estimated $2.43M and bringing the position to 95,105 shares worth $10.1M. The position accounts for 0.9% of the portfolio, ranked #24.

Advyzon Investment Management first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Advyzon Investment Management held 95,105 shares of iShares National Muni Bond ETF worth $10.1M as of Q1 2026.
  • Advyzon Investment Management bought 22,573 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.43M.
  • iShares National Muni Bond ETF made up 0.9% of Advyzon Investment Management's portfolio in Q1 2026, its #24 holding.
  • Advyzon Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.