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 Q2	$3.99M	Buy	37,096 +1,189	+3%	+$127K	0.06%	320
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Arkadios Wealth Advisors's MUB Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 3.3% in Q2 2026, buying an estimated $127K and bringing the position to 37,096 shares worth $3.99M. The position accounts for 0.06% of the portfolio, ranked #320.

Arkadios Wealth Advisors first reported a position in MUB in Q4 2019 and has held it in 23 quarters since. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Arkadios Wealth Advisors held 37,096 shares of iShares National Muni Bond ETF worth $3.99M as of Q2 2026.
Arkadios Wealth Advisors bought 1,189 iShares National Muni Bond ETF shares in Q2 2026, an estimated $127K.
iShares National Muni Bond ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #320 holding.
Arkadios Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 23 quarters since.
1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.