Avant Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Avant Financial 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	$4.59M	Sell	42,679 -37	-0.1%	-$3.96K	2.86%	11
2026 Q1	$4.53M	Buy	42,716 +13,718	+47%	+$1.47M	3.19%	10
2025 Q4	$3.11M	Buy	28,998 +2,264	+8%	+$242K	2.23%	16
2025 Q3	$2.85M	Sell	26,734 -20,483	-43%	-$2.14M	2.14%	17
2025 Q2	$4.93M	Buy	47,217 +5,207	+12%	+$541K	4.06%	5
2025 Q1	$4.43M	Buy	42,010 +3,008	+8%	+$320K	4.02%	5
2024 Q4	$4.16M	Buy	+39,002	New	+$4.19M	3.82%	6

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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Avant Financial Advisors's MUB Position: Q2 2026 in Review

Avant Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.09% in Q2 2026, selling an estimated $3.96K and leaving 42,679 shares worth $4.59M. The position accounts for 2.86% of the portfolio, ranked #11.

Avant Financial Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.93M in Q2 2025. 560 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Avant Financial Advisors held 42,679 shares of iShares National Muni Bond ETF worth $4.59M as of Q2 2026.
Avant Financial Advisors sold 37 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.96K.
iShares National Muni Bond ETF made up 2.86% of Avant Financial Advisors's portfolio in Q2 2026, its #11 holding.
Avant Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Avant Financial Advisors's iShares National Muni Bond ETF position peaked at $4.93M in Q2 2025.
560 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.