CFS Investment Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

CFS Investment Advisory Services’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	$3.37M	Sell	31,325 -617	-2%	-$66K	0.22%	89
2026 Q1	$3.43M	Sell	31,942 -465	-1%	-$50K	0.24%	80
2025 Q4	$3.47M	Buy	32,407 +180	+0.6%	+$19.3K	0.25%	79
2025 Q3	$3.47M	Buy	32,227 +864	+3%	+$90.4K	0.26%	78
2025 Q2	$3.28M	Sell	31,363 -2,965	-9%	-$308K	0.27%	77
2025 Q1	$3.62M	Sell	34,328 -18,377	-35%	-$1.95M	0.32%	68
2024 Q4	$5.62M	Sell	52,705 -3,544	-6%	-$381K	0.5%	44
2024 Q3	$6.11M	Sell	56,249 -334	-0.6%	-$36K	0.51%	39
2024 Q2	$6.03M	Buy	+56,583	New	+$6.03M	0.49%	45
2023 Q3	–	Sell	-21,288	Closed	-$2.27M	–	218
2023 Q2	$2.27M	Buy	+21,288	New	+$2.28M	0.29%	65

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 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 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

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

CFS Investment Advisory Services's MUB Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q2 2026, selling an estimated $66K and leaving 31,325 shares worth $3.37M. The position accounts for 0.22% of the portfolio, ranked #89.

CFS Investment Advisory Services first reported a position in MUB in Q2 2023 and has held it in 10 quarters since. The position peaked at $6.11M in Q3 2024. 510 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

CFS Investment Advisory Services held 31,325 shares of iShares National Muni Bond ETF worth $3.37M as of Q2 2026.
CFS Investment Advisory Services sold 617 iShares National Muni Bond ETF shares in Q2 2026, an estimated $66K.
iShares National Muni Bond ETF made up 0.22% of CFS Investment Advisory Services's portfolio in Q2 2026, its #89 holding.
CFS Investment Advisory Services first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 10 quarters since.
CFS Investment Advisory Services's iShares National Muni Bond ETF position peaked at $6.11M in Q3 2024.
510 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.