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Colton Groome Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Colton Groome Financial 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 		$3.23M Buy
30,025
+12,310
+69% +$1.32M 0.78% 28
2026
Q1 		$1.88M Buy
17,715
+2,575
+17% +$277K 0.54% 38
2025
Q4 		$1.62M Sell
15,140
-275
-2% -$29.4K 0.46% 43
2025
Q3 		$1.64M Buy
15,415
+1,225
+9% +$128K 0.5% 38
2025
Q2 		$1.48M Buy
14,190
+8,050
+131% +$837K 0.5% 39
2025
Q1 		$643K Sell
6,140
-21,275
-78% -$2.26M 0.25% 60
2024
Q4 		$2.92M Buy
27,415
+680
+3% +$73.1K 1.12% 21
2024
Q3 		$2.9M Sell
26,735
-2,620
-9% -$282K 1.09% 21
2024
Q2 		$3.13M Sell
29,355
-3,450
-11% -$367K 1.23% 19
2024
Q1 		$3.53M Buy
32,805
+8,635
+36% +$932K 1.42% 16
2023
Q4 		$2.62M Buy
24,170
+3,027
+14% +$316K 1.14% 25
2023
Q3 		$2.17M Sell
21,143
-960
-4% -$101K 1.09% 23
2023
Q2 		$2.36M Buy
22,103
+11,267
+104% +$1.2M 1.11% 25
2023
Q1 		$1.17M Buy
10,836
+3,316
+44% +$354K 0.56% 44
2022
Q4 		$794K Sell
7,520
-1,530
-17% -$159K 0.39% 51
2022
Q3 		$928K Sell
9,050
-435
-5% -$46.2K 0.47% 44
2022
Q2 		$1.01M Buy
9,485
+2,540
+37% +$271K 0.5% 38
2022
Q1 		$761K Buy
6,945
+573
+9% +$64.7K 0.35% 46
2021
Q4 		$741K Sell
6,372
-4,950
-44% -$575K 0.3% 62
2021
Q3 		$1.31M Buy
11,322
+8,125
+254% +$952K 0.57% 35
2021
Q2 		$375K Buy
3,197
+175
+6% +$20.4K 0.17% 85
2021
Q1 		$351K Buy
+3,022
New +$352K 0.2% 53

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Colton Groome Financial Advisors's MUB Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 69% in Q2 2026, buying an estimated $1.32M and bringing the position to 30,025 shares worth $3.23M. The position accounts for 0.78% of the portfolio, ranked #28.

Colton Groome Financial Advisors first reported a position in MUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.53M in Q1 2024. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Colton Groome Financial Advisors held 30,025 shares of iShares National Muni Bond ETF worth $3.23M as of Q2 2026.
  • Colton Groome Financial Advisors bought 12,310 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.32M.
  • iShares National Muni Bond ETF made up 0.78% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Colton Groome Financial Advisors first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Colton Groome Financial Advisors's iShares National Muni Bond ETF position peaked at $3.53M in Q1 2024.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.