Arete Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,052
| Closed | -$220K | – | 586 |
|
|
2025
Q4 | $220K | Sell |
2,052
-139
| -6% | -$14.9K | 0.01% | 693 |
|
|
2025
Q3 | $234K | Buy |
+2,191
| New | +$229K | 0.01% | 686 |
|
|
2024
Q1 | – | Sell |
-2,052
| Closed | -$222K | – | 604 |
|
|
2023
Q4 | $222K | Buy |
+2,052
| New | +$214K | 0.02% | 644 |
|
|
2023
Q3 | – | Sell |
-7,379
| Closed | -$788K | – | 633 |
|
|
2023
Q2 | $788K | Buy |
7,379
+951
| +15% | +$102K | 0.07% | 260 |
|
|
2023
Q1 | $693K | Sell |
6,428
-8,362
| -57% | -$894K | 0.06% | 278 |
|
|
2022
Q4 | $1.56B | Buy |
14,790
+8,278
| +127% | +$863K | 0.14% | 135 |
|
|
2022
Q3 | $668K | Buy |
+6,512
| New | +$692K | 0.07% | 248 |
|
|
2022
Q2 | – | Sell |
-62,981
| Closed | -$6.91M | – | 522 |
|
|
2022
Q1 | $6.91M | Buy |
62,981
+4,255
| +7% | +$480K | 0.58% | 43 |
|
|
2021
Q4 | $6.82M | Buy |
58,726
+10,699
| +22% | +$1.24M | 0.58% | 43 |
|
|
2021
Q3 | $5.58M | Buy |
48,027
+2,853
| +6% | +$334K | 0.62% | 38 |
|
|
2021
Q2 | $5.16M | Buy |
45,174
+11,356
| +34% | +$1.33M | 0.72% | 29 |
|
|
2021
Q1 | $3.92M | Buy |
33,818
+2,809
| +9% | +$328K | 0.5% | 46 |
|
|
2020
Q4 | $3.63M | Sell |
31,009
-1,599
| -5% | -$186K | 0.51% | 47 |
|
|
2020
Q3 | $3.77M | Buy |
32,608
+801
| +3% | +$93.1K | 0.57% | 38 |
|
|
2020
Q2 | $3.67M | Sell |
31,807
-477
| -1% | -$54.1K | 0.64% | 33 |
|
|
2020
Q1 | $3.6M | Buy |
32,284
+7,042
| +28% | +$804K | 0.71% | 27 |
|
|
2019
Q4 | $2.88M | Buy |
25,242
+9,959
| +65% | +$1.13M | 0.5% | 52 |
|
|
2019
Q3 | $1.74M | Buy |
15,283
+76
| +0.5% | +$8.67K | 0.33% | 78 |
|
|
2019
Q2 | $1.72M | Sell |
15,207
-871
| -5% | -$97.5K | 0.33% | 78 |
|
|
2019
Q1 | $1.78M | Buy |
16,078
+6,526
| +68% | +$716K | 0.37% | 68 |
|
|
2018
Q4 | $1.04M | Sell |
9,552
-2,153
| -18% | -$232K | 0.25% | 99 |
|
|
2018
Q3 | $1.26M | Sell |
11,705
-1,450
| -11% | -$158K | 0.28% | 82 |
|
|
2018
Q2 | $1.43M | Sell |
13,155
-2,147
| -14% | -$233K | 0.34% | 71 |
|
|
2018
Q1 | $1.67M | Sell |
15,302
-1,362
| -8% | -$149K | 0.55% | 39 |
|
|
2017
Q4 | $1.84M | Buy |
16,664
+444
| +3% | +$49.1K | 0.6% | 33 |
|
|
2017
Q3 | $1.8M | Buy |
16,220
+5,370
| +49% | +$596K | 0.72% | 37 |
|
|
2017
Q2 | $1.2M | Buy |
10,850
+7,498
| +224% | +$824K | 0.55% | 53 |
|
|
2017
Q1 | $365K | Buy |
3,352
+81
| +2% | +$8.78K | 0.16% | 134 |
|
|
2016
Q4 | $354K | Buy |
+3,271
| New | +$358K | 0.16% | 118 |
|
|
2016
Q1 | – | Sell |
-4,181
| Closed | -$463K | – | 153 |
|
|
2015
Q4 | $463K | Buy |
4,181
+1,947
| +87% | +$214K | 0.28% | 62 |
|
|
2015
Q3 | $245K | Buy |
+2,234
| New | +$243K | 0.19% | 100 |
|
|
2014
Q4 | – | Sell |
-4,961
| Closed | -$544K | – | 154 |
|
|
2014
Q3 | $544K | Buy |
+4,961
| New | +$541K | 0.41% | 57 |
|
Other funds holding MUB
Arete Wealth Advisors's MUB Position: Q1 2026 in Review
Arete Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 2,052 shares — an estimated $220K sold.
Arete Wealth Advisors first reported a position in MUB in Q3 2014 and held it in 32 quarters. The position peaked at $1.56B in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.
- Arete Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
- Arete Wealth Advisors sold 2,052 iShares National Muni Bond ETF shares in Q1 2026, an estimated $220K.
- Arete Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2014 and held it in 32 quarters.
- Arete Wealth Advisors's iShares National Muni Bond ETF position peaked at $1.56B in Q4 2022.
- 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.