Diversify Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11M Buy
+103,765
New +$11.1M 0.18% 119
2026
Q1
Sell
-25,552
Closed -$2.75M 624
2025
Q4
$2.75M Sell
25,552
-1,042
-4% -$112K 0.09% 175
2025
Q3
$2.85M Buy
26,594
+17,362
+188% +$1.82M 0.1% 164
2025
Q2
$962K Sell
9,232
-3,198
-26% -$332K 0.04% 341
2025
Q1
$1.3M Sell
12,430
-3,619
-23% -$385K 0.08% 173
2024
Q4
$1.7M Sell
16,049
-3,418
-18% -$367K 0.09% 153
2024
Q3
$2.09M Sell
19,467
-3,579
-16% -$386K 0.11% 160
2024
Q2
$2.47M Sell
23,046
-6,117
-21% -$651K 0.14% 134
2024
Q1
$3.12M Buy
+29,163
New +$3.15M 0.18% 119

Other funds holding MUB

Diversify Advisory Services's MUB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 103,765 shares worth $11M. The stake represents 0.18% of the portfolio and ranks #119 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MUB as recently as Q4 2025.

Diversify Advisory Services first reported a position in MUB in Q1 2024 and has held it in 9 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Diversify Advisory Services held 103,765 shares of iShares National Muni Bond ETF worth $11M as of Q2 2026.
  • iShares National Muni Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.18% of Diversify Advisory Services's portfolio in Q2 2026, its #119 holding.
  • Diversify Advisory Services first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.