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

Davidson 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	$5.21M	Sell	48,395 -765	-2%	-$81.8K	0.21%	83
2026 Q1	$5.22M	Sell	49,160 -705	-1%	-$75.8K	0.23%	84
2025 Q4	$5.34M	Sell	49,865 -2,842	-5%	-$304K	0.22%	84
2025 Q3	$5.61M	Sell	52,707 -2,795	-5%	-$293K	0.24%	84
2025 Q2	$5.8M	Sell	55,502 -1,123	-2%	-$117K	0.26%	84
2025 Q1	$5.97M	Buy	56,625 +7,197	+15%	+$765K	0.29%	84
2024 Q4	$5.27M	Sell	49,428 -4,303	-8%	-$462K	0.26%	83
2024 Q3	$5.84M	Sell	53,731 -2,169	-4%	-$234K	0.28%	83
2024 Q2	$5.96M	Sell	55,900 -4,626	-8%	-$493K	0.31%	81
2024 Q1	$6.51M	Sell	60,526 -10,193	-14%	-$1.1M	0.34%	81
2023 Q4	$7.67M	Sell	70,719 -5,063	-7%	-$529K	0.44%	77
2023 Q3	$7.77M	Sell	75,782 -3,325	-4%	-$351K	0.5%	75
2023 Q2	$8.44M	Sell	79,107 -6,131	-7%	-$655K	0.53%	73
2023 Q1	$9.18M	Buy	+85,238	New	+$9.11M	0.6%	71

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

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

Davidson Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q2 2026, selling an estimated $81.8K and leaving 48,395 shares worth $5.21M. The position accounts for 0.21% of the portfolio, ranked #83.

Davidson Investment Advisors first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.18M in Q1 2023. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Davidson Investment Advisors held 48,395 shares of iShares National Muni Bond ETF worth $5.21M as of Q2 2026.
Davidson Investment Advisors sold 765 iShares National Muni Bond ETF shares in Q2 2026, an estimated $81.8K.
iShares National Muni Bond ETF made up 0.21% of Davidson Investment Advisors's portfolio in Q2 2026, its #83 holding.
Davidson Investment Advisors first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
Davidson Investment Advisors's iShares National Muni Bond ETF position peaked at $9.18M in Q1 2023.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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