Elevate Wealth Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Elevate Wealth Advisory’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	$437K	Sell	4,061 -674	-14%	-$72.1K	0.25%	52
2026 Q1	$503K	Sell	4,735 -1,368	-22%	-$147K	0.32%	49
2025 Q4	$654K	Hold	6,103	–	–	0.45%	37
2025 Q3	$650K	Buy	6,103 +286	+5%	+$29.9K	0.47%	34
2025 Q2	$608K	Buy	5,817 +25	+0.4%	+$2.6K	0.43%	40
2025 Q1	$611K	Hold	5,792	–	–	0.43%	42
2024 Q4	$617K	Buy	5,792 +118	+2%	+$12.7K	0.46%	38
2024 Q3	$616K	Hold	5,674	–	–	0.46%	38
2024 Q2	$605K	Buy	5,674 +25	+0.4%	+$2.66K	0.49%	35
2024 Q1	$608K	Buy	5,649 +1,588	+39%	+$171K	0.53%	32
2023 Q4	$440K	Buy	+4,061	New	+$424K	0.4%	35

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Elevate Wealth Advisory's MUB Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, selling an estimated $72.1K and leaving 4,061 shares worth $437K. The position accounts for 0.25% of the portfolio, ranked #52.

Elevate Wealth Advisory first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $654K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Elevate Wealth Advisory held 4,061 shares of iShares National Muni Bond ETF worth $437K as of Q2 2026.
Elevate Wealth Advisory sold 674 iShares National Muni Bond ETF shares in Q2 2026, an estimated $72.1K.
iShares National Muni Bond ETF made up 0.25% of Elevate Wealth Advisory's portfolio in Q2 2026, its #52 holding.
Elevate Wealth Advisory first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's iShares National Muni Bond ETF position peaked at $654K in Q4 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.