Aventura Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Aventura Private Wealth’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	$269K	Sell	2,502 -46	-2%	-$4.92K	0.08%	149
2026 Q1	$270K	Sell	2,548 -93	-4%	-$10K	0.1%	134
2025 Q4	$283K	Hold	2,641	–	–	0.1%	131
2025 Q3	$281K	Sell	2,641 -40	-1%	-$4.19K	0.1%	137
2025 Q2	$280K	Hold	2,681	–	–	0.12%	123
2025 Q1	$283K	Hold	2,681	–	–	0.15%	120
2024 Q4	$286K	Buy	+2,681	New	+$288K	0.15%	113

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

Aventura Private Wealth's MUB Position: Q2 2026 in Review

Aventura Private Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 1.8% in Q2 2026, selling an estimated $4.92K and leaving 2,502 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #149.

Aventura Private Wealth first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q4 2024. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Aventura Private Wealth held 2,502 shares of iShares National Muni Bond ETF worth $269K as of Q2 2026.
Aventura Private Wealth sold 46 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.92K.
iShares National Muni Bond ETF made up 0.08% of Aventura Private Wealth's portfolio in Q2 2026, its #149 holding.
Aventura Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's iShares National Muni Bond ETF position peaked at $286K in Q4 2024.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.