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Dynamic Advisor Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Dynamic Advisor Solutions’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 		$3.01M Buy
27,976
+926
+3% +$99K 0.09% 242
2026
Q1 		$2.87M Buy
27,050
+1,926
+8% +$207K 0.09% 236
2025
Q4 		$2.69M Sell
25,124
-3,419
-12% -$366K 0.09% 241
2025
Q3 		$3.04M Sell
28,543
-2,054
-7% -$215K 0.09% 234
2025
Q2 		$3.2M Buy
30,597
+672
+2% +$69.9K 0.1% 224
2025
Q1 		$3.16M Sell
29,925
-2,279
-7% -$242K 0.1% 214
2024
Q4 		$3.43M Sell
32,204
-60,552
-65% -$6.51M 0.15% 151
2024
Q3 		$10.1M Sell
92,756
-3,828
-4% -$413K 0.3% 75
2024
Q2 		$10.3M Buy
96,584
+4,651
+5% +$495K 0.32% 72
2024
Q1 		$9.89M Buy
91,933
+5,904
+7% +$637K 0.33% 76
2023
Q4 		$9.3M Buy
86,029
+16,965
+25% +$1.77M 0.35% 70
2023
Q3 		$7.08M Buy
69,064
+26,023
+60% +$2.74M 0.33% 77
2023
Q2 		$4.59M Buy
43,041
+13,373
+45% +$1.43M 0.24% 128
2023
Q1 		$3.2M Buy
29,668
+7,191
+32% +$768K 0.19% 147
2022
Q4 		$2.37M Buy
22,477
+5,518
+33% +$575K 0.16% 153
2022
Q3 		$1.74M Buy
16,959
+8,189
+93% +$871K 0.13% 171
2022
Q2 		$933K Buy
8,770
+2,695
+44% +$288K 0.07% 261
2022
Q1 		$666K Sell
6,075
-431
-7% -$48.6K 0.05% 366
2021
Q4 		$756K Sell
6,506
-5,838
-47% -$678K 0.05% 332
2021
Q3 		$1.43M Sell
12,344
-4,922
-29% -$577K 0.11% 215
2021
Q2 		$2.02M Buy
17,266
+4,345
+34% +$508K 0.16% 158
2021
Q1 		$1.5M Buy
12,921
+479
+4% +$55.9K 0.14% 179
2020
Q4 		$1.46M Buy
12,442
+823
+7% +$95.6K 0.14% 176
2020
Q3 		$1.35M Buy
11,619
+1,972
+20% +$229K 0.15% 163
2020
Q2 		$1.11M Buy
9,647
+408
+4% +$46.3K 0.15% 167
2020
Q1 		$1.04M Buy
9,239
+2,136
+30% +$244K 0.19% 149
2019
Q4 		$809K Buy
7,103
+966
+16% +$110K 0.11% 221
2019
Q3 		$700K Buy
6,137
+1,349
+28% +$154K 0.11% 219
2019
Q2 		$542K Buy
+4,788
New +$536K 0.09% 243
2018
Q4 		– Sell
-3,103
Closed -$335K – 440
2018
Q3 		$335K Sell
3,103
-1,139
-27% -$124K 0.07% 280
2018
Q2 		$462K Buy
+4,242
New +$460K 0.1% 224
2017
Q3 		– Sell
-2,264
Closed -$249K – 227
2017
Q2 		$249K Buy
+2,264
New +$249K 0.1% 195

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Dynamic Advisor Solutions's MUB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares National Muni Bond ETF (MUB) stake by 3.4% in Q2 2026, buying an estimated $99K and bringing the position to 27,976 shares worth $3.01M. The position accounts for 0.09% of the portfolio, ranked #242.

Dynamic Advisor Solutions first reported a position in MUB in Q2 2017 and has held it in 32 quarters since. The position peaked at $10.3M in Q2 2024. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Dynamic Advisor Solutions held 27,976 shares of iShares National Muni Bond ETF worth $3.01M as of Q2 2026.
  • Dynamic Advisor Solutions bought 926 iShares National Muni Bond ETF shares in Q2 2026, an estimated $99K.
  • iShares National Muni Bond ETF made up 0.09% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #242 holding.
  • Dynamic Advisor Solutions first reported a position in iShares National Muni Bond ETF in Q2 2017 and has held it in 32 quarters since.
  • Dynamic Advisor Solutions's iShares National Muni Bond ETF position peaked at $10.3M in Q2 2024.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.