Columbia Advisory Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Columbia Advisory Partners’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	$433K	Buy	4,023 +1,094	+37%	+$117K	0.24%	61
2026 Q1	$311K	Sell	2,929 -626	-18%	-$67.3K	0.2%	69
2025 Q4	$381K	Buy	3,555 +156	+5%	+$16.7K	0.26%	55
2025 Q3	$362K	Sell	3,399 -762	-18%	-$79.7K	0.25%	58
2025 Q2	$435K	Buy	+4,161	New	+$433K	0.33%	46
2024 Q4	–	Sell	-3,034	Closed	-$330K	–	69
2024 Q3	$330K	Buy	3,034 +792	+35%	+$85.3K	0.31%	39
2024 Q2	$239K	Buy	2,242 +248	+12%	+$26.4K	0.23%	46
2024 Q1	$215K	Buy	+1,994	New	+$215K	0.22%	47
2023 Q4	–	Sell	-2,635	Closed	-$270K	–	69
2023 Q3	$270K	Sell	2,635 -9	-0.3%	-$949	0.29%	48
2023 Q2	$282K	Sell	2,644 -146	-5%	-$15.6K	0.3%	44
2023 Q1	$301K	Buy	2,790 +368	+15%	+$39.3K	0.28%	46
2022 Q4	$256K	Sell	2,422 -73	-3%	-$7.61K	0.24%	51
2022 Q3	$256K	Hold	2,495	–	–	0.31%	34
2022 Q2	$265K	Sell	2,495 -2,028	-45%	-$216K	0.3%	31
2022 Q1	$496K	Buy	4,523 +226	+5%	+$25.5K	0.5%	21
2021 Q4	$500K	Buy	+4,297	New	+$499K	0.5%	18

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Columbia Advisory Partners's MUB Position: Q2 2026 in Review

Columbia Advisory Partners increased its iShares National Muni Bond ETF (MUB) stake by 37% in Q2 2026, buying an estimated $117K and bringing the position to 4,023 shares worth $433K. The position accounts for 0.24% of the portfolio, ranked #61.

Columbia Advisory Partners first reported a position in MUB in Q4 2021 and has held it in 16 quarters since. The position peaked at $500K in Q4 2021. 1,021 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Columbia Advisory Partners held 4,023 shares of iShares National Muni Bond ETF worth $433K as of Q2 2026.
Columbia Advisory Partners bought 1,094 iShares National Muni Bond ETF shares in Q2 2026, an estimated $117K.
iShares National Muni Bond ETF made up 0.24% of Columbia Advisory Partners's portfolio in Q2 2026, its #61 holding.
Columbia Advisory Partners first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 16 quarters since.
Columbia Advisory Partners's iShares National Muni Bond ETF position peaked at $500K in Q4 2021.
1,021 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.