AWE
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Avidian Wealth Enterprises’s iShares National Muni Bond ETF MUB Stock Holding History

Avidian Wealth Enterprises’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 		$2.7M Sell
25,094
-151
-0.6% -$16.1K 0.07% 170
2026
Q1 		$2.68M Sell
25,245
-14,232
-36% -$1.53M 0.08% 151
2025
Q4 		$4.23M Buy
39,477
+698
+2% +$74.7K 0.15% 88
2025
Q3 		$4.13M Sell
38,779
-788
-2% -$82.5K 0.16% 89
2025
Q2 		$4.13M Sell
39,567
-2,735
-6% -$284K 0.17% 83
2025
Q1 		$4.46M Sell
42,302
-835
-2% -$88.8K 0.2% 74
2024
Q4 		$4.6M Buy
43,137
+2,474
+6% +$266K 0.21% 71
2024
Q3 		$4.42M Buy
40,663
+232
+0.6% +$25K 0.2% 73
2024
Q2 		$4.31M Sell
40,431
-6,746
-14% -$718K 0.18% 74
2024
Q1 		$5.08M Buy
47,177
+2,404
+5% +$259K 0.25% 66
2023
Q4 		$4.85M Buy
44,773
+2,061
+5% +$215K 0.3% 65
2023
Q3 		$4.38M Sell
42,712
-13,308
-24% -$1.4M 0.31% 65
2023
Q2 		$5.98M Buy
56,020
+8,870
+19% +$948K 0.39% 55
2023
Q1 		$5.08M Buy
47,150
+16,727
+55% +$1.79M 0.28% 71
2022
Q4 		$3.21M Buy
30,423
+14,743
+94% +$1.54M 0.21% 91
2022
Q3 		$1.61M Sell
15,680
-30,766
-66% -$3.27M 0.12% 119
2022
Q2 		$4.94M Sell
46,446
-7,386
-14% -$788K 0.35% 59
2022
Q1 		$5.9M Sell
53,832
-7,173
-12% -$810K 0.36% 51
2021
Q4 		$7.09M Buy
61,005
+29,744
+95% +$3.45M 0.44% 43
2021
Q3 		$3.63M Buy
31,261
+14,092
+82% +$1.65M 0.28% 60
2021
Q2 		$2.01M Buy
17,169
+3,136
+22% +$366K 0.15% 93
2021
Q1 		$1.63M Sell
14,033
-5,002
-26% -$583K 0.14% 91
2020
Q4 		$2.23M Buy
19,035
+1,151
+6% +$134K 0.21% 71
2020
Q3 		$2.07M Buy
17,884
+7,895
+79% +$917K 0.23% 65
2020
Q2 		$1.15M Sell
9,989
-392
-4% -$44.5K 0.16% 84
2020
Q1 		$1.17M Sell
10,381
-3,016
-23% -$344K 0.19% 69
2019
Q4 		$1.53M Buy
13,397
+9,206
+220% +$1.05M 0.22% 50
2019
Q3 		$478K Buy
4,191
+1,363
+48% +$156K 0.08% 104
2019
Q2 		$320K Buy
+2,828
New +$317K 0.08% 97
2018
Q4 		– Sell
-1,851
Closed -$200K – 111
2018
Q3 		$200K Hold
1,851
– – 0.06% 100
2018
Q2 		$202K Hold
1,851
– – 0.06% 95
2018
Q1 		$202K Hold
1,851
– – 0.07% 92
2017
Q4 		$205K Hold
1,851
– – 0.05% 97
2017
Q3 		$205K Hold
1,851
– – 0.08% 86
2017
Q2 		$204K Hold
1,851
– – 0.08% 82
2017
Q1 		$202K Sell
1,851
-47,734
-96% -$5.18M 0.08% 80
2016
Q4 		$5.36M Sell
49,585
-965
-2% -$106K 2.34% 13
2016
Q3 		$5.7M Buy
50,550
+6,867
+16% +$778K 2.31% 13
2016
Q2 		$4.98M Buy
43,683
+41,878
+2,320% +$4.71M 1.81% 14
2016
Q1 		$202K Hold
1,805
– – 0.11% 77
2015
Q4 		$200K Buy
+1,805
New +$198K 0.1% 45

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Avidian Wealth Enterprises's MUB Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares National Muni Bond ETF (MUB) stake by 0.6% in Q2 2026, selling an estimated $16.1K and leaving 25,094 shares worth $2.7M. The position accounts for 0.07% of the portfolio, ranked #170.

Avidian Wealth Enterprises first reported a position in MUB in Q4 2015 and has held it in 41 quarters since. The position peaked at $7.09M in Q4 2021. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Avidian Wealth Enterprises held 25,094 shares of iShares National Muni Bond ETF worth $2.7M as of Q2 2026.
  • Avidian Wealth Enterprises sold 151 iShares National Muni Bond ETF shares in Q2 2026, an estimated $16.1K.
  • iShares National Muni Bond ETF made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #170 holding.
  • Avidian Wealth Enterprises first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 41 quarters since.
  • Avidian Wealth Enterprises's iShares National Muni Bond ETF position peaked at $7.09M in Q4 2021.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.