Empower Advisory Group
MUB icon

Empower Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Empower Advisory Group’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 		$343K Sell
3,183
-12
-0.4% -$1.28K ﹤0.01% 412
2026
Q1 		$339K Sell
3,195
-1,667
-34% -$179K ﹤0.01% 387
2025
Q4 		$521K Buy
4,862
+1,165
+32% +$125K ﹤0.01% 335
2025
Q3 		$394K Buy
3,697
+618
+20% +$64.7K ﹤0.01% 379
2025
Q2 		$322K Sell
3,079
-248
-7% -$25.8K ﹤0.01% 393
2025
Q1 		$351K Buy
3,327
+586
+21% +$62.3K ﹤0.01% 375
2024
Q4 		$292K Sell
2,741
-1,658
-38% -$178K ﹤0.01% 416
2024
Q3 		$478K Sell
4,399
-1,564
-26% -$169K ﹤0.01% 322
2024
Q2 		$635K Buy
5,963
+837
+16% +$89.1K ﹤0.01% 274
2024
Q1 		$552K Buy
5,126
+881
+21% +$95.1K ﹤0.01% 289
2023
Q4 		$460K Sell
4,245
-2,902
-41% -$303K ﹤0.01% 309
2023
Q3 		$733K Buy
7,147
+2,391
+50% +$252K ﹤0.01% 250
2023
Q2 		$508K Sell
4,756
-462
-9% -$49.4K ﹤0.01% 304
2023
Q1 		$562K Buy
+5,218
New +$558K ﹤0.01% 293

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

Empower Advisory Group's MUB Position: Q2 2026 in Review

Empower Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 0.38% in Q2 2026, selling an estimated $1.28K and leaving 3,183 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Empower Advisory Group first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $733K in Q3 2023. 1,642 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Empower Advisory Group held 3,183 shares of iShares National Muni Bond ETF worth $343K as of Q2 2026.
  • Empower Advisory Group sold 12 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.28K.
  • iShares National Muni Bond ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #412 holding.
  • Empower Advisory Group first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's iShares National Muni Bond ETF position peaked at $733K in Q3 2023.
  • 1,642 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.