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Annex Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Annex 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
Q2 		$679K Sell
6,313
-324
-5% -$34.6K 0.01% 224
2026
Q1 		$705K Sell
6,637
-93
-1% -$10K 0.01% 213
2025
Q4 		$721K Buy
6,730
+1,593
+31% +$171K 0.01% 205
2025
Q3 		$547K Sell
5,137
-5,371
-51% -$562K 0.01% 208
2025
Q2 		$1.1M Buy
10,508
+3,951
+60% +$411K 0.03% 155
2025
Q1 		$691K Sell
6,557
-6,703
-51% -$713K 0.02% 191
2024
Q4 		$1.41M Buy
13,260
+3,408
+35% +$366K 0.04% 137
2024
Q3 		$1.07M Sell
9,852
-1,260
-11% -$136K 0.03% 139
2024
Q2 		$1.18M Sell
11,112
-2,402
-18% -$256K 0.04% 127
2024
Q1 		$1.45M Sell
13,514
-155,038
-92% -$16.7M 0.05% 114
2023
Q4 		$18.3M Sell
168,552
-19,971
-11% -$2.09M 0.76% 31
2023
Q3 		$19.3M Buy
188,523
+19,031
+11% +$2.01M 1.17% 15
2023
Q2 		$18.1M Buy
169,492
+10,483
+7% +$1.12M 1% 19
2023
Q1 		$17.1M Sell
159,009
-1,612
-1% -$172K 0.92% 19
2022
Q4 		$16.9M Buy
160,621
+9,680
+6% +$1.01M 0.95% 17
2022
Q3 		$15.5M Buy
150,941
+29,388
+24% +$3.12M 1.04% 17
2022
Q2 		$12.9M Buy
121,553
+102,518
+539% +$10.9M 0.93% 18
2022
Q1 		$2.09M Buy
+19,035
New +$2.15M 0.15% 94
2021
Q1 		– Sell
-2,710
Closed -$318K – 207
2020
Q4 		$318K Buy
+2,710
New +$315K 0.03% 151
2014
Q4 		– Sell
-1,925
Closed -$211K – 102
2014
Q3 		$211K Sell
1,925
-357
-16% -$38.9K 0.07% 74
2014
Q2 		$248K Sell
2,282
-605
-21% -$65.4K 0.08% 70
2014
Q1 		$309K Sell
2,887
-2,859
-50% -$304K 0.11% 57
2013
Q4 		$596K Sell
5,746
-2,023
-26% -$211K 0.23% 37
2013
Q3 		$812K Sell
7,769
-1,189
-13% -$123K 0.38% 40
2013
Q2 		$941K Buy
+8,958
New +$980K 0.52% 35

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
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
GI
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

Annex Advisory Services's MUB Position: Q2 2026 in Review

Annex Advisory Services reduced its iShares National Muni Bond ETF (MUB) stake by 4.9% in Q2 2026, selling an estimated $34.6K and leaving 6,313 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #224.

Annex Advisory Services first reported a position in MUB in Q2 2013 and has held it in 25 quarters since. The position peaked at $19.3M in Q3 2023. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Annex Advisory Services held 6,313 shares of iShares National Muni Bond ETF worth $679K as of Q2 2026.
  • Annex Advisory Services sold 324 iShares National Muni Bond ETF shares in Q2 2026, an estimated $34.6K.
  • iShares National Muni Bond ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #224 holding.
  • Annex Advisory Services first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 25 quarters since.
  • Annex Advisory Services's iShares National Muni Bond ETF position peaked at $19.3M in Q3 2023.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.