Avior Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.4M | Sell |
199,103
-21,083
| -10% | -$2.25M | 0.56% | 45 |
|
|
2026
Q1 | $23.4M | Sell |
220,186
-32,832
| -13% | -$3.53M | 0.66% | 37 |
|
|
2025
Q4 | $27.1M | Buy |
253,018
+9,984
| +4% | +$1.07M | 0.84% | 29 |
|
|
2025
Q3 | $25.9M | Sell |
243,034
-5,963
| -2% | -$624K | 0.83% | 32 |
|
|
2025
Q2 | $26M | Buy |
248,997
+50,353
| +25% | +$5.24M | 0.9% | 29 |
|
|
2025
Q1 | $20.9M | Buy |
198,644
+7,910
| +4% | +$841K | 0.79% | 32 |
|
|
2024
Q4 | $20.3M | Buy |
190,734
+7,980
| +4% | +$857K | 0.74% | 32 |
|
|
2024
Q3 | $19.8M | Buy |
182,754
+3,466
| +2% | +$374K | 0.79% | 31 |
|
|
2024
Q2 | $19.1M | Sell |
179,288
-646
| -0.4% | -$68.8K | 0.82% | 30 |
|
|
2024
Q1 | $19.4M | Buy |
179,934
+13,801
| +8% | +$1.49M | 0.9% | 26 |
|
|
2023
Q4 | $18M | Buy |
166,133
+18,635
| +13% | +$1.95M | 1.09% | 21 |
|
|
2023
Q3 | $15.1M | Buy |
147,498
+7,813
| +6% | +$824K | 1.02% | 23 |
|
|
2023
Q2 | $14.9M | Buy |
139,685
+14,914
| +12% | +$1.59M | 0.97% | 22 |
|
|
2023
Q1 | $13.4M | Buy |
124,771
+4,444
| +4% | +$475K | 0.92% | 22 |
|
|
2022
Q4 | $12.7M | Buy |
120,327
+5,936
| +5% | +$619K | 0.96% | 24 |
|
|
2022
Q3 | $11.7M | Buy |
114,391
+13,759
| +14% | +$1.46M | 0.97% | 24 |
|
|
2022
Q2 | $10.7M | Buy |
100,632
+12,992
| +15% | +$1.39M | 1.08% | 20 |
|
|
2022
Q1 | $9.61M | Buy |
87,640
+10,266
| +13% | +$1.16M | 0.83% | 25 |
|
|
2021
Q4 | $9M | Buy |
77,374
+16,543
| +27% | +$1.92M | 0.74% | 28 |
|
|
2021
Q3 | $7.07M | Buy |
60,831
+12,595
| +26% | +$1.48M | 0.58% | 40 |
|
|
2021
Q2 | $5.65M | Buy |
48,236
+9,701
| +25% | +$1.13M | 0.57% | 37 |
|
|
2021
Q1 | $4.47M | Buy |
38,535
+10,631
| +38% | +$1.24M | 0.48% | 45 |
|
|
2020
Q4 | $3.27M | Buy |
27,904
+11,704
| +72% | +$1.36M | 0.4% | 56 |
|
|
2020
Q3 | $1.88M | Buy |
16,200
+6,363
| +65% | +$739K | 0.27% | 86 |
|
|
2020
Q2 | $1.14M | Buy |
9,837
+2,539
| +35% | +$288K | 0.18% | 129 |
|
|
2020
Q1 | $824K | Sell |
7,298
-2,320
| -24% | -$265K | 0.16% | 139 |
|
|
2019
Q4 | $1.09M | Buy |
9,618
+1,524
| +19% | +$174K | 0.18% | 129 |
|
|
2019
Q3 | $923K | Buy |
8,094
+1,006
| +14% | +$115K | 0.16% | 127 |
|
|
2019
Q2 | $802K | Buy |
7,088
+1,907
| +37% | +$214K | 0.14% | 145 |
|
|
2019
Q1 | $576K | Buy |
5,181
+1,373
| +36% | +$151K | 0.12% | 175 |
|
|
2018
Q4 | $415K | Buy |
3,808
+972
| +34% | +$105K | 0.1% | 193 |
|
|
2018
Q3 | $306K | Buy |
2,836
+107
| +4% | +$11.6K | 0.07% | 256 |
|
|
2018
Q2 | $298K | Sell |
2,729
-864
| -24% | -$93.8K | 0.07% | 248 |
|
|
2018
Q1 | $391K | Sell |
3,593
-9,071
| -72% | -$989K | 0.09% | 200 |
|
|
2017
Q4 | $1.4M | Hold |
12,664
| – | – | 0.31% | 87 |
|
|
2017
Q3 | $1.4M | Buy |
12,664
+81
| +0.6% | +$8.99K | 0.46% | 73 |
|
|
2017
Q2 | $1.39M | Buy |
12,583
+247
| +2% | +$27.2K | 0.57% | 60 |
|
|
2017
Q1 | $1.34M | Buy |
12,336
+10,642
| +628% | +$1.15M | 0.45% | 74 |
|
|
2016
Q4 | $183K | Hold |
1,694
| – | – | 0.07% | 140 |
|
|
2016
Q3 | $191K | Sell |
1,694
-46
| -3% | -$5.21K | 0.07% | 137 |
|
|
2016
Q2 | $194K | Buy |
1,740
+36
| +2% | +$4.05K | 0.08% | 130 |
|
|
2016
Q1 | $190K | Buy |
1,704
+790
| +86% | +$87.9K | 0.08% | 127 |
|
|
2015
Q4 | $101K | Hold |
914
| – | – | 0.06% | 139 |
|
|
2015
Q3 | $100K | Hold |
914
| – | – | 0.06% | 132 |
|
|
2015
Q2 | $99K | Hold |
914
| – | – | 0.08% | 94 |
|
|
2015
Q1 | $101K | Sell |
914
-176
| -16% | -$19.5K | 0.08% | 94 |
|
|
2014
Q4 | $120K | Hold |
1,090
| – | – | 0.1% | 84 |
|
|
2014
Q3 | $120K | Hold |
1,090
| – | – | 0.1% | 83 |
|
|
2014
Q2 | $118K | Sell |
1,090
-30
| -3% | -$3.24K | 0.1% | 81 |
|
|
2014
Q1 | $120K | Buy |
+1,120
| New | +$119K | 0.1% | 81 |
|
Other funds holding MUB
Avior Wealth Management's MUB Position: Q2 2026 in Review
Avior Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 9.6% in Q2 2026, selling an estimated $2.25M and leaving 199,103 shares worth $21.4M. The position accounts for 0.56% of the portfolio, ranked #45.
Avior Wealth Management first reported a position in MUB in Q1 2014 and has held it in 50 quarters since. The position peaked at $27.1M in Q4 2025. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.
- Avior Wealth Management held 199,103 shares of iShares National Muni Bond ETF worth $21.4M as of Q2 2026.
- Avior Wealth Management sold 21,083 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.25M.
- iShares National Muni Bond ETF made up 0.56% of Avior Wealth Management's portfolio in Q2 2026, its #45 holding.
- Avior Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2014 and has held it in 50 quarters since.
- Avior Wealth Management's iShares National Muni Bond ETF position peaked at $27.1M in Q4 2025.
- 1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.