Envision Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Envision Financial’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	$1.07M	Buy	9,987 +1,490	+18%	+$159K	0.5%	29
2026 Q1	$902K	Buy	8,497 +13	+0.2%	+$1.4K	0.49%	31
2025 Q4	$909K	Buy	8,484 +26	+0.3%	+$2.78K	0.48%	31
2025 Q3	$901K	Buy	8,458 +1,332	+19%	+$139K	0.52%	30
2025 Q2	$745K	Buy	7,126 +1,469	+26%	+$153K	0.5%	31
2025 Q1	$596K	Buy	5,657 +2,800	+98%	+$298K	0.45%	30
2024 Q4	$304K	Buy	+2,857	New	+$307K	0.24%	37

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 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

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

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

Envision Financial's MUB Position: Q2 2026 in Review

Envision Financial increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q2 2026, buying an estimated $159K and bringing the position to 9,987 shares worth $1.07M. The position accounts for 0.5% of the portfolio, ranked #29.

Envision Financial first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Envision Financial held 9,987 shares of iShares National Muni Bond ETF worth $1.07M as of Q2 2026.
Envision Financial bought 1,490 iShares National Muni Bond ETF shares in Q2 2026, an estimated $159K.
iShares National Muni Bond ETF made up 0.5% of Envision Financial's portfolio in Q2 2026, its #29 holding.
Envision Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.