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

ARS Wealth Advisors Group’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	$1.46M	Buy	13,573 +4,270	+46%	+$457K	0.11%	79
2026 Q1	$988K	Hold	9,303	–	–	0.08%	89
2025 Q4	$996K	Buy	9,303 +4,343	+88%	+$465K	0.09%	78
2025 Q3	$528K	Hold	4,960	–	–	0.05%	108
2025 Q2	$518K	Hold	4,960	–	–	0.06%	103
2025 Q1	$523K	Sell	4,960 -6,062	-55%	-$645K	0.07%	89
2024 Q4	$1.17M	Buy	11,022 +2,000	+22%	+$215K	0.16%	60
2024 Q3	$980K	Buy	9,022 +162	+2%	+$17.5K	0.12%	72
2024 Q2	$944K	Sell	8,860 -1,750	-16%	-$186K	0.12%	70
2024 Q1	$1.14M	Hold	10,610	–	–	0.15%	58
2023 Q4	$1.15M	Buy	10,610 +200	+2%	+$20.9K	0.17%	57
2023 Q3	$1.07M	Hold	10,410	–	–	0.17%	64
2023 Q2	$1.11M	Hold	10,410	–	–	0.18%	61
2023 Q1	$1.12M	Sell	10,410 -110	-1%	-$11.8K	0.21%	52
2022 Q4	$1.11M	Sell	10,520 -2,961	-22%	-$309K	0.18%	61
2022 Q3	$1.38M	Hold	13,481	–	–	0.21%	63
2022 Q2	$1.43M	Hold	13,481	–	–	0.2%	74
2022 Q1	$1.48M	Sell	13,481 -1,500	-10%	-$169K	0.26%	49
2021 Q4	$1.74M	Buy	14,981 +1,500	+11%	+$174K	0.29%	45
2021 Q3	$1.57M	Buy	+13,481	New	+$1.58M	0.28%	45

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

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

ARS Wealth Advisors Group's MUB Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its iShares National Muni Bond ETF (MUB) stake by 46% in Q2 2026, buying an estimated $457K and bringing the position to 13,573 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #79.

ARS Wealth Advisors Group first reported a position in MUB in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.74M in Q4 2021. 719 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

ARS Wealth Advisors Group held 13,573 shares of iShares National Muni Bond ETF worth $1.46M as of Q2 2026.
ARS Wealth Advisors Group bought 4,270 iShares National Muni Bond ETF shares in Q2 2026, an estimated $457K.
iShares National Muni Bond ETF made up 0.11% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #79 holding.
ARS Wealth Advisors Group first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 20 quarters since.
ARS Wealth Advisors Group's iShares National Muni Bond ETF position peaked at $1.74M in Q4 2021.
719 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.