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Avantax Planning Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Avantax Planning Partners’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 		$57.8M Buy
537,122
+41,468
+8% +$4.43M 1.44% 15
2026
Q1 		$52.6M Sell
495,654
-7,053
-1% -$758K 1.44% 15
2025
Q4 		$53.8M Buy
502,707
+43,895
+10% +$4.7M 1.51% 14
2025
Q3 		$48.9M Buy
458,812
+288,673
+170% +$30.2M 1.4% 15
2025
Q2 		$17.8M Sell
170,139
-136,967
-45% -$14.2M 0.56% 29
2025
Q1 		$32.4M Buy
307,106
+6,025
+2% +$641K 1.15% 13
2024
Q4 		$32.1M Buy
301,081
+5,722
+2% +$615K 1.16% 14
2024
Q3 		$32.1M Sell
295,359
-31,360
-10% -$3.38M 1.15% 14
2024
Q2 		$34.8M Buy
326,719
+13,333
+4% +$1.42M 1.12% 14
2024
Q1 		$33.7M Buy
313,386
+67,462
+27% +$7.28M 1.09% 14
2023
Q4 		$26.7M Sell
245,924
-62,410
-20% -$6.52M 1.02% 22
2023
Q3 		$31.6M Buy
308,334
+36,521
+13% +$3.85M 1.32% 11
2023
Q2 		$29M Buy
271,813
+76,570
+39% +$8.18M 1.15% 16
2023
Q1 		$21M Buy
195,243
+13,980
+8% +$1.49M 0.85% 23
2022
Q4 		$19.1M Sell
181,263
-141,727
-44% -$14.8M 0.76% 24
2022
Q3 		$33.1M Buy
322,990
+27,888
+9% +$2.96M 1.49% 10
2022
Q2 		$31.4M Buy
295,102
+75,149
+34% +$8.02M 1.34% 13
2022
Q1 		$24.1M Sell
219,953
-202,901
-48% -$22.9M 0.96% 15
2021
Q4 		$49.2M Buy
422,854
+46,789
+12% +$5.43M 2.02% 7
2021
Q3 		$43.7M Buy
376,065
+30,608
+9% +$3.59M 2.02% 7
2021
Q2 		$40.5M Buy
345,457
+43,300
+14% +$5.06M 1.9% 7
2021
Q1 		$35.1M Buy
302,157
+56,203
+23% +$6.56M 1.81% 8
2020
Q4 		$28.8M Buy
245,954
+2,445
+1% +$284K 1.48% 6
2020
Q3 		$28.2M Buy
243,509
+211,988
+673% +$24.6M 1.49% 6
2020
Q2 		$3.64M Buy
31,521
+7,715
+32% +$876K 0.21% 43
2020
Q1 		$2.69M Buy
23,806
+413
+2% +$47.1K 0.19% 39
2019
Q4 		$2.67M Sell
23,393
-302
-1% -$34.4K 0.16% 54
2019
Q3 		$2.7M Sell
23,695
-1,119
-5% -$128K 0.17% 52
2019
Q2 		$2.8M Sell
24,814
-2,450
-9% -$274K 0.18% 49
2019
Q1 		$3.03M Sell
27,264
-195,706
-88% -$21.5M 0.21% 45
2018
Q4 		$24.3M Buy
222,970
+219,528
+6,378% +$23.6M 1.83% 13
2018
Q3 		$372K Buy
+3,442
New +$374K 0.03% 165
2018
Q2 		– Sell
-3,442
Closed -$375K – 1010
2018
Q1 		$375K Sell
3,442
-3,709
-52% -$405K 0.03% 202
2017
Q4 		$792K Buy
7,151
+4,717
+194% +$522K 0.07% 119
2017
Q3 		$270K Buy
+2,434
New +$270K 0.02% 297
2017
Q1 		– Sell
-8,618
Closed -$932K – 344
2016
Q4 		$932K Buy
+8,618
New +$944K 0.1% 100

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
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

Avantax Planning Partners's MUB Position: Q2 2026 in Review

Avantax Planning Partners increased its iShares National Muni Bond ETF (MUB) stake by 8.4% in Q2 2026, buying an estimated $4.43M and bringing the position to 537,122 shares worth $57.8M. The position accounts for 1.44% of the portfolio, ranked #15.

Avantax Planning Partners first reported a position in MUB in Q4 2016 and has held it in 36 quarters since. 800 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Avantax Planning Partners held 537,122 shares of iShares National Muni Bond ETF worth $57.8M as of Q2 2026.
  • Avantax Planning Partners bought 41,468 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.43M.
  • iShares National Muni Bond ETF made up 1.44% of Avantax Planning Partners's portfolio in Q2 2026, its #15 holding.
  • Avantax Planning Partners first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 36 quarters since.
  • 800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.