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

Efficient 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
Q1 		$257K Sell
2,418
-53
-2% -$5.7K 0.02% 56
2025
Q4 		$265K Sell
2,471
-304
-11% -$32.5K 0.02% 57
2025
Q3 		$296K Sell
2,775
-667
-19% -$69.8K 0.02% 55
2025
Q2 		$360K Sell
3,442
-4,936
-59% -$513K 0.02% 88
2025
Q1 		$883K Sell
8,378
-1,027
-11% -$109K 0.06% 47
2024
Q4 		$1M Sell
9,405
-953
-9% -$102K 0.06% 48
2024
Q3 		$1.13M Sell
10,358
-686
-6% -$73.9K 0.07% 48
2024
Q2 		$1.18M Sell
11,044
-916
-8% -$97.6K 0.08% 48
2024
Q1 		$1.29M Sell
11,960
-33
-0.3% -$3.56K 0.08% 48
2023
Q4 		$1.3M Sell
11,993
-608
-5% -$63.5K 0.09% 48
2023
Q3 		$1.29M Sell
12,601
-345
-3% -$36.4K 0.09% 48
2023
Q2 		$1.38M Sell
12,946
-247
-2% -$26.4K 0.09% 48
2023
Q1 		$1.42M Sell
13,193
-200
-1% -$21.4K 0.1% 46
2022
Q4 		$1.41M Sell
13,393
-190
-1% -$19.8K 0.14% 41
2022
Q3 		$1.39M Sell
13,583
-60
-0.4% -$6.38K 0.12% 37
2022
Q2 		$1.45M Sell
13,643
-635
-4% -$67.8K 0.12% 37
2022
Q1 		$1.56M Sell
14,278
-392
-3% -$44.2K 0.12% 37
2021
Q4 		$1.71M Buy
14,670
+14
+0.1% +$1.63K 0.12% 37
2021
Q3 		$1.7M Sell
14,656
-809
-5% -$94.8K 0.16% 37
2021
Q2 		$1.81M Buy
15,465
+763
+5% +$89.2K 0.22% 37
2021
Q1 		$1.71M Sell
14,702
-3,133
-18% -$365K 0.23% 37
2020
Q4 		$2.09M Sell
17,835
-813
-4% -$94.4K 0.32% 37
2020
Q3 		$2.16M Sell
18,648
-2,112
-10% -$245K 0.4% 23
2020
Q2 		$2.4M Sell
20,760
-948
-4% -$108K 0.44% 23
2020
Q1 		$2.45M Sell
21,708
-1,671
-7% -$191K 0.51% 23
2019
Q4 		$2.66M Buy
23,379
+61
+0.3% +$6.95K 0.46% 23
2019
Q3 		$2.66M Sell
23,318
-929
-4% -$106K 0.49% 23
2019
Q2 		$2.74M Buy
24,247
+2,098
+9% +$235K 0.48% 23
2019
Q1 		$2.46M Buy
22,149
+827
+4% +$90.7K 0.43% 25
2018
Q4 		$2.33M Sell
21,322
-251
-1% -$27K 0.43% 25
2018
Q3 		$2.33M Sell
21,573
-492
-2% -$53.5K 0.4% 25
2018
Q2 		$2.41M Buy
22,065
+1,545
+8% +$168K 0.41% 25
2018
Q1 		$2.23M Buy
20,520
+695
+4% +$75.8K 0.38% 25
2017
Q4 		$2.19M Buy
19,825
+883
+5% +$97.7K 0.37% 25
2017
Q3 		$2.1M Sell
18,942
-15,323
-45% -$1.7M 0.36% 26
2017
Q2 		$3.77M Sell
34,265
-3,973
-10% -$437K 0.56% 26
2017
Q1 		$4.17M Buy
38,238
+4,508
+13% +$489K 0.58% 26
2016
Q4 		$3.65M Buy
33,730
+1,154
+4% +$126K 0.52% 27
2016
Q3 		$3.67M Buy
32,576
+22,190
+214% +$2.51M 0.54% 28
2016
Q2 		$1.18M Buy
10,386
+8,213
+378% +$924K 0.19% 47
2016
Q1 		$243K Buy
+2,173
New +$242K 0.04% 58

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 22.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Efficient Advisors's MUB Position: Q1 2026 in Review

Efficient Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q1 2026, selling an estimated $5.7K and leaving 2,418 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #56.

Efficient Advisors first reported a position in MUB in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.17M in Q1 2017. 1,630 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Efficient Advisors held 2,418 shares of iShares National Muni Bond ETF worth $257K as of Q1 2026.
  • Efficient Advisors sold 53 iShares National Muni Bond ETF shares in Q1 2026, an estimated $5.7K.
  • iShares National Muni Bond ETF made up 0.02% of Efficient Advisors's portfolio in Q1 2026, its #56 holding.
  • Efficient Advisors first reported a position in iShares National Muni Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Efficient Advisors's iShares National Muni Bond ETF position peaked at $4.17M in Q1 2017.
  • 1,630 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.