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Arkos Global Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Arkos Global 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 		$45.8M Sell
425,326
-17,720
-4% -$1.9M 5.42% 7
2026
Q1 		$47M Sell
443,046
-24,446
-5% -$2.63M 5.9% 7
2025
Q4 		$50.1M Sell
467,492
-20,194
-4% -$2.16M 6.4% 7
2025
Q3 		$51.9M Sell
487,686
-163,884
-25% -$17.2M 6.61% 5
2025
Q2 		$68.1M Sell
651,570
-71,221
-10% -$7.4M 9.45% 3
2025
Q1 		$76.2M Sell
722,791
-5,191
-0.7% -$552K 11.2% 2
2024
Q4 		$77.6M Buy
727,982
+16,169
+2% +$1.74M 11.3% 2
2024
Q3 		$77.3M Buy
711,813
+65,880
+10% +$7.1M 11.21% 2
2024
Q2 		$68.8M Buy
645,933
+4,224
+0.7% +$450K 11.13% 2
2024
Q1 		$69M Buy
641,709
+6,437
+1% +$695K 11.51% 2
2023
Q4 		$68.9M Sell
635,272
-73,284
-10% -$7.66M 12.54% 2
2023
Q3 		$72.7M Buy
708,556
+58,746
+9% +$6.2M 14.8% 1
2023
Q2 		$69.4M Buy
649,810
+97,944
+18% +$10.5M 13.38% 1
2023
Q1 		$59.5M Buy
551,866
+254,294
+85% +$27.2M 12.01% 2
2022
Q4 		$31.4M Buy
297,572
+156,336
+111% +$16.3M 8% 5
2022
Q3 		$14.5M Buy
+141,236
New +$15M 4.33% 7
2020
Q4 		– Sell
-2,300
Closed -$267K – 85
2020
Q3 		$267K Buy
+2,300
New +$267K 0.12% 67

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Arkos Global Advisors's MUB Position: Q2 2026 in Review

Arkos Global Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 4% in Q2 2026, selling an estimated $1.9M and leaving 425,326 shares worth $45.8M. The position accounts for 5.42% of the portfolio, ranked #7.

Arkos Global Advisors first reported a position in MUB in Q3 2020 and has held it in 17 quarters since. The position peaked at $77.6M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Arkos Global Advisors held 425,326 shares of iShares National Muni Bond ETF worth $45.8M as of Q2 2026.
  • Arkos Global Advisors sold 17,720 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.9M.
  • iShares National Muni Bond ETF made up 5.42% of Arkos Global Advisors's portfolio in Q2 2026, its #7 holding.
  • Arkos Global Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • Arkos Global Advisors's iShares National Muni Bond ETF position peaked at $77.6M in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.