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

Farther Finance 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 Q2	$66.6M	Buy	618,645 +85,900	+16%	+$9.19M	0.52%	29
2026 Q1	$56.6M	Buy	532,745 +56,222	+12%	+$6.05M	0.53%	31
2025 Q4	$51M	Buy	476,523 +22,475	+5%	+$2.41M	0.55%	31
2025 Q3	$48.4M	Sell	454,048 -50,396	-10%	-$5.27M	0.73%	22
2025 Q2	$52.7M	Buy	504,444 +63,093	+14%	+$6.56M	1.05%	11
2025 Q1	$46.6M	Buy	441,351 +19,322	+5%	+$2.05M	1.19%	12
2024 Q4	$45M	Buy	422,029 +121,681	+41%	+$13.1M	1.63%	6
2024 Q3	$32.6M	Buy	300,348 +81,004	+37%	+$8.73M	1.22%	8
2024 Q2	$23.3M	Buy	219,344 +38,007	+21%	+$4.05M	1.13%	11
2024 Q1	$19.4M	Buy	181,337 +56,382	+45%	+$6.08M	1.18%	11
2023 Q4	$13.5M	Buy	124,955 +70,271	+129%	+$7.34M	0.97%	13
2023 Q3	$5.61M	Buy	54,684 +18,171	+50%	+$1.92M	0.88%	21
2023 Q2	$3.9M	Buy	36,513 +5,436	+17%	+$581K	0.85%	23
2023 Q1	$3.35M	Buy	31,077 +10,266	+49%	+$1.1M	0.98%	19
2022 Q4	$2.2M	Buy	+20,811	New	+$2.17M	0.85%	19

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

Farther Finance Advisors's MUB Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, buying an estimated $9.19M and bringing the position to 618,645 shares worth $66.6M. The position accounts for 0.52% of the portfolio, ranked #29.

Farther Finance Advisors first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Farther Finance Advisors held 618,645 shares of iShares National Muni Bond ETF worth $66.6M as of Q2 2026.
Farther Finance Advisors bought 85,900 iShares National Muni Bond ETF shares in Q2 2026, an estimated $9.19M.
iShares National Muni Bond ETF made up 0.52% of Farther Finance Advisors's portfolio in Q2 2026, its #29 holding.
Farther Finance Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.