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Archford Capital Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Archford Capital Strategies’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 		$1.16M Sell
10,764
-563
-5% -$60.2K 0.12% 151
2026
Q1 		$1.2M Sell
11,327
-58
-0.5% -$6.24K 0.14% 148
2025
Q4 		$1.22M Sell
11,385
-505
-4% -$54.1K 0.14% 142
2025
Q3 		$1.27M Buy
11,890
+180
+2% +$18.8K 0.15% 136
2025
Q2 		$1.22M Sell
11,710
-420
-3% -$43.7K 0.16% 129
2025
Q1 		$1.28M Sell
12,130
-2,799
-19% -$298K 0.19% 126
2024
Q4 		$1.59M Buy
14,929
+2,019
+16% +$217K 0.24% 101
2024
Q3 		$1.39M Sell
12,910
-224
-2% -$24.1K 0.21% 108
2024
Q2 		$1.4M Buy
13,134
+151
+1% +$16.1K 0.23% 102
2024
Q1 		$1.4M Sell
12,983
-3,365
-21% -$363K 0.23% 107
2023
Q4 		$1.77M Sell
16,348
-882
-5% -$92.2K 0.32% 84
2023
Q3 		$1.77M Sell
17,230
-194
-1% -$20.5K 0.35% 69
2023
Q2 		$1.87M Buy
17,424
+2,800
+19% +$299K 0.35% 65
2023
Q1 		$1.58M Buy
14,624
+276
+2% +$29.5K 0.33% 70
2022
Q4 		$1.51M Sell
14,348
-373
-3% -$38.9K 0.35% 74
2022
Q3 		$1.51M Sell
14,721
-371
-2% -$39.4K 0.39% 64
2022
Q2 		$1.6M Buy
15,092
+814
+6% +$86.9K 0.4% 63
2022
Q1 		$1.56M Buy
14,278
+244
+2% +$27.5K 0.35% 74
2021
Q4 		$1.63M Sell
14,034
-46
-0.3% -$5.34K 0.37% 66
2021
Q3 		$1.64M Buy
14,080
+100
+0.7% +$11.7K 0.39% 60
2021
Q2 		$1.64M Buy
13,980
+364
+3% +$42.5K 0.41% 57
2021
Q1 		$1.59M Sell
13,616
-1,877
-12% -$219K 0.42% 61
2020
Q4 		$1.81M Buy
15,493
+623
+4% +$72.4K 0.42% 65
2020
Q3 		$1.72M Sell
14,870
-142
-0.9% -$16.5K 0.46% 61
2020
Q2 		$1.73M Buy
15,012
+3,441
+30% +$391K 0.52% 55
2020
Q1 		$1.31M Buy
11,571
+3,978
+52% +$454K 0.51% 60
2019
Q4 		$865K Buy
7,593
+1,970
+35% +$224K 0.3% 104
2019
Q3 		$642K Buy
5,623
+440
+8% +$50.2K 0.24% 129
2019
Q2 		$586K Hold
5,183
– – 0.21% 132
2019
Q1 		$576K Hold
5,183
– – 0.21% 134
2018
Q4 		$565K Hold
5,183
– – 0.23% 130
2018
Q3 		$559K Hold
5,183
– – 0.2% 135
2018
Q2 		$565K Buy
+5,183
New +$562K 0.2% 140
2018
Q1 		– Sell
-9,482
Closed -$1.05M – 697
2017
Q4 		$1.05M Sell
9,482
-3,928
-29% -$435K 0.39% 79
2017
Q3 		$1.49M Buy
13,410
+3,115
+30% +$346K 0.56% 58
2017
Q2 		$1.13M Sell
10,295
-1,839
-15% -$202K 0.45% 78
2017
Q1 		$1.32M Buy
12,134
+1,231
+11% +$133K 0.5% 62
2016
Q4 		$1.18M Buy
10,903
+566
+5% +$62K 0.5% 64
2016
Q3 		$1.17M Buy
10,337
+8,988
+666% +$1.02M 0.48% 67
2016
Q2 		$154K Sell
1,349
-8,060
-86% -$907K 0.08% 170
2016
Q1 		$1.05M Sell
9,409
-1,349
-13% -$150K 0.5% 63
2015
Q4 		$1.19M Buy
+10,758
New +$1.18M 0.54% 51

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Archford Capital Strategies's MUB Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares National Muni Bond ETF (MUB) stake by 5% in Q2 2026, selling an estimated $60.2K and leaving 10,764 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #151.

Archford Capital Strategies first reported a position in MUB in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.87M in Q2 2023. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Archford Capital Strategies held 10,764 shares of iShares National Muni Bond ETF worth $1.16M as of Q2 2026.
  • Archford Capital Strategies sold 563 iShares National Muni Bond ETF shares in Q2 2026, an estimated $60.2K.
  • iShares National Muni Bond ETF made up 0.12% of Archford Capital Strategies's portfolio in Q2 2026, its #151 holding.
  • Archford Capital Strategies first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • Archford Capital Strategies's iShares National Muni Bond ETF position peaked at $1.87M in Q2 2023.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.