Beacon Pointe Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Beacon Pointe 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	$83.8M	Buy	778,307 +22,229	+3%	+$2.38M	0.39%	55
2026 Q1	$80.3M	Buy	756,078 +122,299	+19%	+$13.1M	0.42%	51
2025 Q4	$67.9M	Buy	633,779 +46,833	+8%	+$5.01M	0.48%	45
2025 Q3	$62.5M	Sell	586,946 -35,514	-6%	-$3.72M	0.53%	36
2025 Q2	$65M	Sell	622,460 -28,114	-4%	-$2.92M	0.68%	27
2025 Q1	$68.6M	Buy	650,574 +105,238	+19%	+$11.2M	0.77%	26
2024 Q4	$58.1M	Sell	545,336 -3,336	-0.6%	-$358K	0.64%	29
2024 Q3	$59.6M	Buy	548,672 +13,938	+3%	+$1.5M	0.69%	27
2024 Q2	$57M	Sell	534,734 -28,170	-5%	-$3M	0.67%	28
2024 Q1	$60.6M	Buy	562,904 +7,160	+1%	+$773K	0.67%	30
2023 Q4	$60.2M	Sell	555,744 -147,292	-21%	-$15.4M	0.72%	27
2023 Q3	$72.1M	Buy	703,036 +29,536	+4%	+$3.12M	0.9%	19
2023 Q2	$71.9M	Buy	673,500 +128,399	+24%	+$13.7M	1.17%	12
2023 Q1	$58.7M	Sell	545,101 -26,646	-5%	-$2.85M	1%	12
2022 Q4	$60.3M	Buy	571,747 +262,275	+85%	+$27.3M	1.17%	9
2022 Q3	$31.7M	Buy	309,472 +9,392	+3%	+$998K	0.71%	28
2022 Q2	$31.9M	Sell	300,080 -124,451	-29%	-$13.3M	0.67%	27
2022 Q1	$46.5M	Buy	424,531 +174,267	+70%	+$19.7M	0.64%	28
2021 Q4	$29.1M	Buy	250,264 +27,676	+12%	+$3.21M	0.76%	22
2021 Q3	$25.9M	Sell	222,588 -13,699	-6%	-$1.61M	0.64%	31
2021 Q2	$27.7M	Buy	236,287 +16,518	+8%	+$1.93M	0.98%	16
2021 Q1	$25.5M	Buy	219,769 +21,860	+11%	+$2.55M	1.57%	12
2020 Q4	$23.2M	Buy	197,909 +13,533	+7%	+$1.57M	1.59%	11
2020 Q3	$21.4M	Sell	184,376 -8,346	-4%	-$970K	2.07%	9
2020 Q2	$22.2M	Buy	192,722 +153,249	+388%	+$17.4M	2.23%	6
2020 Q1	$4.46M	Buy	39,473 +24,360	+161%	+$2.78M	0.71%	37
2019 Q4	$1.72M	Buy	15,113 +2,291	+18%	+$261K	0.53%	45
2019 Q3	$1.46M	Buy	12,822 +398	+3%	+$45.4K	0.63%	42
2019 Q2	$1.41M	Buy	12,424 +3,836	+45%	+$429K	0.51%	54
2019 Q1	$954K	Sell	8,588 -14	-0.2%	-$1.53K	0.36%	72
2018 Q4	$938K	Buy	+8,602	New	+$926K	0.57%	49

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

Beacon Pointe Advisors's MUB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares National Muni Bond ETF (MUB) stake by 2.9% in Q2 2026, buying an estimated $2.38M and bringing the position to 778,307 shares worth $83.8M. The position accounts for 0.39% of the portfolio, ranked #55.

Beacon Pointe Advisors first reported a position in MUB in Q4 2018 and has held it in 31 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Beacon Pointe Advisors held 778,307 shares of iShares National Muni Bond ETF worth $83.8M as of Q2 2026.
Beacon Pointe Advisors bought 22,229 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.38M.
iShares National Muni Bond ETF made up 0.39% of Beacon Pointe Advisors's portfolio in Q2 2026, its #55 holding.
Beacon Pointe Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.