Avantax Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Avantax Advisory Services’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	$98.5M	Sell	943,092 -136,421	-13%	-$14.2M	0.54%	25
2025 Q1	$114M	Sell	1,079,513 -81,048	-7%	-$8.62M	0.69%	17
2024 Q4	$124M	Buy	1,160,561 +181,695	+19%	+$19.5M	0.78%	16
2024 Q3	$106M	Buy	978,866 +48,550	+5%	+$5.23M	0.7%	17
2024 Q2	$99.1M	Sell	930,316 -35,688	-4%	-$3.8M	0.71%	17
2024 Q1	$104M	Buy	966,004 +111,465	+13%	+$12M	0.92%	14
2023 Q4	$92.6M	Buy	854,539 +136,309	+19%	+$14.2M	0.92%	14
2023 Q3	$73.6M	Buy	718,230 +71,802	+11%	+$7.57M	0.82%	16
2023 Q2	$69M	Buy	646,428 +59,330	+10%	+$6.34M	0.79%	16
2023 Q1	$63.3M	Buy	587,098 +9,872	+2%	+$1.05M	0.77%	16
2022 Q4	$60.9M	Buy	577,226 +501,511	+662%	+$52.3M	0.81%	15
2022 Q3	$7.77M	Sell	75,715 -15,119	-17%	-$1.61M	0.12%	137
2022 Q2	$9.66M	Buy	90,834 +29,394	+48%	+$3.14M	0.15%	109
2022 Q1	$6.74M	Sell	61,440 -3,398	-5%	-$383K	0.09%	156
2021 Q4	$7.54M	Buy	64,838 +6,302	+11%	+$732K	0.11%	143
2021 Q3	$6.79M	Buy	58,536 +11,012	+23%	+$1.29M	0.11%	135
2021 Q2	$5.57M	Buy	47,524 +14,186	+43%	+$1.66M	0.1%	157
2021 Q1	$3.87M	Buy	33,338 +5,649	+20%	+$659K	0.08%	182
2020 Q4	$3.24M	Sell	27,689 -71,629	-72%	-$8.32M	0.08%	181
2020 Q3	$11.5M	Buy	99,318 +78,485	+377%	+$9.12M	0.18%	99
2020 Q2	$2.4M	Sell	20,833 -17,782	-46%	-$2.02M	0.07%	191
2020 Q1	$4.36M	Buy	38,615 +20,088	+108%	+$2.29M	0.13%	111
2019 Q4	$2.11M	Buy	18,527 +16,013	+637%	+$1.82M	0.05%	199
2019 Q3	$287K	Sell	2,514 -467	-16%	-$53.3K	0.01%	441
2019 Q2	$337K	Sell	2,981 -381	-11%	-$42.7K	0.01%	374
2019 Q1	$374K	Buy	3,362 +1,509	+81%	+$165K	0.02%	315
2018 Q4	$201K	Buy	+1,853	New	+$199K	0.03%	383

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Avantax Advisory Services's MUB Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2025, selling an estimated $14.2M and leaving 943,092 shares worth $98.5M. The position accounts for 0.54% of the portfolio, ranked #25.

Avantax Advisory Services first reported a position in MUB in Q4 2018 and has held it in 27 quarters since. The position peaked at $124M in Q4 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Avantax Advisory Services held 943,092 shares of iShares National Muni Bond ETF worth $98.5M as of Q2 2025.
Avantax Advisory Services sold 136,421 iShares National Muni Bond ETF shares in Q2 2025, an estimated $14.2M.
iShares National Muni Bond ETF made up 0.54% of Avantax Advisory Services's portfolio in Q2 2025, its #25 holding.
Avantax Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares National Muni Bond ETF position peaked at $124M in Q4 2024.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.