Atlas Legacy Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Atlas Legacy 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	$401K	Sell	3,729 -650	-15%	-$69.5K	0.06%	164
2026 Q1	$465K	Buy	4,379 +223	+5%	+$24K	0.08%	135
2025 Q4	$445K	Sell	4,156 -107	-3%	-$11.5K	0.08%	140
2025 Q3	$454K	Sell	4,263 -53	-1%	-$5.55K	0.09%	132
2025 Q2	$451K	Buy	4,316 +600	+16%	+$62.4K	0.1%	124
2025 Q1	$391K	Sell	3,716 -825	-18%	-$87.7K	0.1%	123
2024 Q4	$484K	Buy	+4,541	New	+$488K	0.12%	105

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

Atlas Legacy Advisors's MUB Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 15% in Q2 2026, selling an estimated $69.5K and leaving 3,729 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #164.

Atlas Legacy Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $484K in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Atlas Legacy Advisors held 3,729 shares of iShares National Muni Bond ETF worth $401K as of Q2 2026.
Atlas Legacy Advisors sold 650 iShares National Muni Bond ETF shares in Q2 2026, an estimated $69.5K.
iShares National Muni Bond ETF made up 0.06% of Atlas Legacy Advisors's portfolio in Q2 2026, its #164 holding.
Atlas Legacy Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's iShares National Muni Bond ETF position peaked at $484K in Q4 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.