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Atria Wealth Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$13M Sell
124,365
-145,909
-54% -$15.2M 0.29% 74
2025
Q1 		$28.5M Sell
270,274
-29,958
-10% -$3.19M 0.34% 55
2024
Q4 		$32M Buy
300,232
+38,778
+15% +$4.17M 0.35% 52
2024
Q3 		$28.4M Buy
261,454
+29,928
+13% +$3.23M 0.31% 62
2024
Q2 		$24.7M Buy
231,526
+30,864
+15% +$3.29M 0.27% 73
2024
Q1 		$21.6M Buy
200,662
+17,896
+10% +$1.93M 0.24% 90
2023
Q4 		$19.8M Buy
182,766
+808
+0.4% +$84.4K 0.25% 86
2023
Q3 		$18.7M Buy
181,958
+18,312
+11% +$1.93M 0.26% 82
2023
Q2 		$17.5M Buy
163,646
+12,785
+8% +$1.37M 0.24% 93
2023
Q1 		$16.3M Buy
150,861
+13,912
+10% +$1.49M 0.24% 90
2022
Q4 		$14.5M Sell
136,949
-2,636
-2% -$275K 0.23% 98
2022
Q3 		$14.3M Buy
139,585
+15,613
+13% +$1.66M 0.25% 91
2022
Q2 		$13.2M Sell
123,972
-5,700
-4% -$608K 0.25% 90
2022
Q1 		$14.2M Buy
+129,672
New +$14.6M 0.24% 87

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atria Wealth Solutions's MUB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares National Muni Bond ETF (MUB) stake by 54% in Q2 2025, selling an estimated $15.2M and leaving 124,365 shares worth $13M. The position accounts for 0.29% of the portfolio, ranked #74.

Atria Wealth Solutions first reported a position in MUB in Q1 2022 and has held it in 14 quarters since. The position peaked at $32M in Q4 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Atria Wealth Solutions held 124,365 shares of iShares National Muni Bond ETF worth $13M as of Q2 2025.
  • Atria Wealth Solutions sold 145,909 iShares National Muni Bond ETF shares in Q2 2025, an estimated $15.2M.
  • iShares National Muni Bond ETF made up 0.29% of Atria Wealth Solutions's portfolio in Q2 2025, its #74 holding.
  • Atria Wealth Solutions first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares National Muni Bond ETF position peaked at $32M in Q4 2024.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.