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B. Riley Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

B. Riley Wealth Advisors’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 		$1.21M Buy
11,250
+1,073
+11% +$115K 0.06% 269
2026
Q1 		$1.08M Sell
10,177
-82
-0.8% -$8.82K 0.07% 272
2025
Q4 		$1.1M Buy
10,259
+1,435
+16% +$154K 0.05% 331
2025
Q3 		$940K Buy
8,824
+839
+11% +$87.8K 0.04% 355
2025
Q2 		$834K Buy
+7,985
New +$830K 0.04% 393
2024
Q4 		$1.32M Sell
12,413
-2,676
-18% -$288K 0.04% 369
2024
Q3 		$1.64M Sell
15,089
-7,710
-34% -$831K 0.05% 368
2024
Q2 		$2.43M Buy
22,799
+7,520
+49% +$801K 0.06% 298
2024
Q1 		$1.57M Buy
15,279
+3,169
+26% +$342K 0.04% 415
2023
Q4 		$1.31M Sell
12,110
-3,169
-21% -$331K 0.04% 457
2023
Q3 		$1.57M Buy
15,279
+1,484
+11% +$157K 0.04% 415
2023
Q2 		$1.47M Sell
13,795
-258
-2% -$27.6K 0.03% 457
2023
Q1 		$1.51M Buy
14,053
+1,745
+14% +$186K 0.04% 432
2022
Q4 		$1.3M Buy
12,308
+1,754
+17% +$183K 0.04% 457
2022
Q3 		$1.08M Sell
10,554
-353
-3% -$37.5K 0.03% 481
2022
Q2 		$1.16M Buy
10,907
+721
+7% +$76.9K 0.05% 372
2022
Q1 		$1.12M Sell
10,186
-3,709
-27% -$419K 0.04% 451
2021
Q4 		$1.62M Buy
13,895
+378
+3% +$43.9K 0.05% 399
2021
Q3 		$1.57M Sell
13,517
-12
-0.1% -$1.41K 0.05% 398
2021
Q2 		$1.59M Buy
13,529
+931
+7% +$109K 0.05% 393
2021
Q1 		$1.46M Buy
12,598
+3,686
+41% +$430K 0.05% 383
2020
Q4 		$1.04M Sell
8,912
-3,038
-25% -$353K 0.06% 315
2020
Q3 		$1.38M Buy
11,950
+3,533
+42% +$411K 0.07% 262
2020
Q2 		$972K Buy
8,417
+417
+5% +$47.3K 0.06% 284
2020
Q1 		$906K Sell
8,000
-5,401
-40% -$617K 0.08% 256
2019
Q4 		$1.53M Buy
13,401
+1,862
+16% +$212K 0.13% 180
2019
Q3 		$1.32M Buy
11,539
+4,178
+57% +$477K 0.13% 176
2019
Q2 		$833K Buy
7,361
+859
+13% +$96.2K 0.09% 233
2019
Q1 		$723K Buy
6,502
+378
+6% +$41.5K 0.09% 243
2018
Q4 		$668K Sell
6,124
-459
-7% -$49.4K 0.1% 229
2018
Q3 		$711K Buy
6,583
+567
+9% +$61.6K 0.08% 252
2018
Q2 		$656K Sell
6,016
-1,601
-21% -$174K 0.09% 256
2018
Q1 		$830K Buy
7,617
+1,735
+29% +$189K 0.12% 195
2017
Q4 		$652K Buy
5,882
+1,257
+27% +$139K 0.09% 253
2017
Q3 		$513K Buy
4,625
+1,588
+52% +$176K 0.09% 253
2017
Q2 		$335K Buy
3,037
+504
+20% +$55.4K 0.06% 334
2017
Q1 		$276K Buy
2,533
+83
+3% +$9K 0.06% 372
2016
Q4 		$266K Buy
2,450
+9
+0.4% +$986 0.05% 376
2016
Q3 		$276K Buy
+2,441
New +$277K 0.05% 430
2015
Q1 		– Sell
-1,000
Closed -$110 – 1443
2014
Q4 		$110 Buy
+1,000
New +$110K ﹤0.01% 1666
2014
Q3 		– Sell
-1,000
Closed -$109K – 1418
2014
Q2 		$109K Buy
+1,000
New +$108K 0.03% 682

Other funds holding MUB

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

B. Riley Wealth Advisors's MUB Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $115K and bringing the position to 11,250 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #269.

B. Riley Wealth Advisors first reported a position in MUB in Q2 2014 and has held it in 41 quarters since. The position peaked at $2.43M in Q2 2024. 428 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • B. Riley Wealth Advisors held 11,250 shares of iShares National Muni Bond ETF worth $1.21M as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,073 iShares National Muni Bond ETF shares in Q2 2026, an estimated $115K.
  • iShares National Muni Bond ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #269 holding.
  • B. Riley Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2014 and has held it in 41 quarters since.
  • B. Riley Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.43M in Q2 2024.
  • 428 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.