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

CV 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 		$2.98M Buy
31,018
+6,352
+26% +$679K 0.55% 21
2026
Q1 		$2.62M Buy
24,666
+2,811
+13% +$302K 0.71% 17
2025
Q4 		$2.34M Buy
21,855
+5,115
+31% +$548K 0.6% 19
2025
Q3 		$1.78M Buy
16,740
+1,888
+13% +$198K 0.49% 16
2025
Q2 		$1.55M Sell
14,852
-29,874
-67% -$3.11M 0.48% 16
2025
Q1 		$4.72M Hold
44,726
– – 1.66% 10
2024
Q4 		$4.77M Buy
44,726
+29,439
+193% +$3.16M 1.66% 8
2024
Q3 		$1.66M Buy
15,287
+927
+6% +$99.9K 0.8% 11
2024
Q2 		$1.53M Hold
14,360
– – 0.8% 11
2024
Q1 		$1.55M Hold
14,360
– – 0.87% 12
2023
Q4 		$1.56M Buy
14,360
+1,850
+15% +$193K 1.05% 11
2023
Q3 		$1.28M Buy
12,510
+6,247
+100% +$659K 0.95% 12
2023
Q2 		$668K Buy
6,263
+2,520
+67% +$269K 0.49% 14
2023
Q1 		$403K Buy
+3,743
New +$400K 0.35% 16

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
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CV Advisors's MUB Position: Q2 2026 in Review

CV Advisors increased its iShares National Muni Bond ETF (MUB) stake by 26% in Q2 2026, buying an estimated $679K and bringing the position to 31,018 shares worth $2.98M. The position accounts for 0.55% of the portfolio, ranked #21.

CV Advisors first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.77M in Q4 2024. 466 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • CV Advisors held 31,018 shares of iShares National Muni Bond ETF worth $2.98M as of Q2 2026.
  • CV Advisors bought 6,352 iShares National Muni Bond ETF shares in Q2 2026, an estimated $679K.
  • iShares National Muni Bond ETF made up 0.55% of CV Advisors's portfolio in Q2 2026, its #21 holding.
  • CV Advisors first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • CV Advisors's iShares National Muni Bond ETF position peaked at $4.77M in Q4 2024.
  • 466 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.