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Concurrent Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Concurrent Investment 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 		$6.75M Buy
62,742
+21,744
+53% +$2.33M 0.06% 360
2026
Q1 		$4.35M Buy
40,998
+3,017
+8% +$324K 0.05% 385
2025
Q4 		$4.07M Buy
37,981
+1,569
+4% +$168K 0.05% 379
2025
Q3 		$3.88M Sell
36,412
-1,413
-4% -$148K 0.07% 288
2025
Q2 		$3.95M Buy
37,825
+5,358
+17% +$557K 0.08% 267
2025
Q1 		$3.42M Buy
32,467
+9,700
+43% +$1.03M 0.08% 248
2024
Q4 		$2.43M Buy
22,767
+1,066
+5% +$115K 0.07% 285
2024
Q3 		$2.36M Sell
21,701
-35
-0.2% -$3.77K 0.07% 269
2024
Q2 		$2.32M Sell
21,736
-523
-2% -$55.7K 0.08% 240
2024
Q1 		$2.4M Buy
22,259
+2,643
+13% +$285K 0.1% 213
2023
Q4 		$2.13M Buy
+19,616
New +$2.05M 0.1% 220

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Concurrent Investment Advisors's MUB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 53% in Q2 2026, buying an estimated $2.33M and bringing the position to 62,742 shares worth $6.75M. The position accounts for 0.06% of the portfolio, ranked #360.

Concurrent Investment Advisors first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Concurrent Investment Advisors held 62,742 shares of iShares National Muni Bond ETF worth $6.75M as of Q2 2026.
  • Concurrent Investment Advisors bought 21,744 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.33M.
  • iShares National Muni Bond ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #360 holding.
  • Concurrent Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.