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Arkadios Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Arkadios Wealth Advisors’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 		$3.81M Buy
35,907
+6,916
+24% +$744K 0.06% 322
2025
Q4 		$3.11M Buy
28,991
+1,939
+7% +$208K 0.06% 324
2025
Q3 		$2.88M Buy
27,052
+11,367
+72% +$1.19M 0.07% 294
2025
Q2 		$1.64M Sell
15,685
-2,740
-15% -$285K 0.05% 398
2025
Q1 		$1.94M Buy
18,425
+3,122
+20% +$332K 0.07% 289
2024
Q4 		$1.63M Buy
15,303
+2,716
+22% +$292K 0.09% 219
2024
Q3 		$1.37M Sell
12,587
-422
-3% -$45.5K 0.08% 247
2024
Q2 		$1.39M Buy
13,009
+1,715
+15% +$183K 0.09% 220
2024
Q1 		$1.22M Sell
11,294
-371
-3% -$40K 0.09% 204
2023
Q4 		$1.26M Buy
11,665
+2,503
+27% +$262K 0.11% 189
2023
Q3 		$939K Buy
+9,162
New +$966K 0.09% 218
2022
Q3 		– Sell
-4,625
Closed -$492K – 558
2022
Q2 		$492K Buy
4,625
+6
+0.1% +$640 0.07% 282
2022
Q1 		$506K Sell
4,619
-1,726
-27% -$195K 0.07% 315
2021
Q4 		$738K Buy
6,345
+1,338
+27% +$155K 0.1% 243
2021
Q3 		$581K Hold
5,007
– – 0.08% 260
2021
Q2 		$586K Buy
5,007
+195
+4% +$22.8K 0.07% 291
2021
Q1 		$558K Sell
4,812
-74
-2% -$8.63K 0.09% 231
2020
Q4 		$572K Buy
4,886
+367
+8% +$42.6K 0.12% 182
2020
Q3 		$521K Sell
4,519
-89
-2% -$10.3K 0.26% 88
2020
Q2 		$534K Buy
4,608
+43
+0.9% +$4.88K 0.3% 74
2020
Q1 		$516K Buy
4,565
+190
+4% +$21.7K 0.33% 74
2019
Q4 		$505K Buy
+4,375
New +$498K 0.3% 78

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

Arkadios Wealth Advisors's MUB Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 24% in Q1 2026, buying an estimated $744K and bringing the position to 35,907 shares worth $3.81M. The position accounts for 0.06% of the portfolio, ranked #322.

Arkadios Wealth Advisors first reported a position in MUB in Q4 2019 and has held it in 22 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Arkadios Wealth Advisors held 35,907 shares of iShares National Muni Bond ETF worth $3.81M as of Q1 2026.
  • Arkadios Wealth Advisors bought 6,916 iShares National Muni Bond ETF shares in Q1 2026, an estimated $744K.
  • iShares National Muni Bond ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #322 holding.
  • Arkadios Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.