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

FC 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 		$1.83M Buy
17,009
+429
+3% +$45.9K 0.48% 37
2026
Q1 		$1.76M Buy
16,580
+612
+4% +$65.8K 0.51% 37
2025
Q4 		$1.71M Buy
15,968
+282
+2% +$30.2K 0.49% 36
2025
Q3 		$1.67M Buy
15,686
+2,066
+15% +$216K 0.49% 35
2025
Q2 		$1.42M Sell
13,620
-5,222
-28% -$543K 0.44% 38
2025
Q1 		$1.99M Buy
18,842
+595
+3% +$63.3K 0.67% 31
2024
Q4 		$1.94M Buy
18,247
+1,305
+8% +$140K 0.65% 31
2024
Q3 		$1.84M Buy
16,942
+1,247
+8% +$134K 0.62% 31
2024
Q2 		$1.67M Buy
15,695
+96
+0.6% +$10.2K 0.61% 31
2024
Q1 		$1.68M Sell
15,599
-1,155
-7% -$125K 0.62% 30
2023
Q4 		$1.82M Sell
16,754
-1,743
-9% -$182K 0.7% 30
2023
Q3 		$1.9M Buy
18,497
+822
+5% +$86.7K 0.8% 27
2023
Q2 		$1.89M Buy
17,675
+821
+5% +$87.8K 0.77% 27
2023
Q1 		$1.82M Buy
16,854
+4,713
+39% +$504K 0.8% 26
2022
Q4 		$1.28M Buy
12,141
+2,654
+28% +$277K 0.61% 30
2022
Q3 		$973K Buy
9,487
+3,628
+62% +$386K 0.49% 35
2022
Q2 		$623K Sell
5,859
-13,523
-70% -$1.44M 0.3% 46
2022
Q1 		$2.13M Buy
19,382
+2,006
+12% +$226K 0.92% 22
2021
Q4 		$2.02M Buy
17,376
+1,921
+12% +$223K 0.84% 21
2021
Q3 		$1.79M Buy
15,455
+1,342
+10% +$157K 0.8% 23
2021
Q2 		$1.65M Buy
14,113
+1,334
+10% +$156K 0.73% 23
2021
Q1 		$1.48M Buy
12,779
+20
+0.2% +$2.33K 0.72% 24
2020
Q4 		$1.5M Buy
12,759
+570
+5% +$66.2K 0.75% 23
2020
Q3 		$1.41M Buy
12,189
+491
+4% +$57K 0.8% 23
2020
Q2 		$1.35M Buy
11,698
+85
+0.7% +$9.65K 0.8% 23
2020
Q1 		$1.31M Sell
11,613
-1,340
-10% -$153K 0.91% 22
2019
Q4 		$1.48M Buy
12,953
+109
+0.8% +$12.4K 0.86% 21
2019
Q3 		$1.46M Sell
12,844
-185
-1% -$21.1K 0.89% 21
2019
Q2 		$1.47M Sell
13,029
-16
-0.1% -$1.79K 0.91% 20
2019
Q1 		$1.45M Buy
13,045
+40
+0.3% +$4.39K 0.92% 22
2018
Q4 		$1.42M Sell
13,005
-5,183
-28% -$558K 0.97% 21
2018
Q3 		$1.96M Buy
18,188
+514
+3% +$55.9K 1.23% 19
2018
Q2 		$1.93M Sell
17,674
-2,773
-14% -$301K 1.25% 19
2018
Q1 		$2.23M Buy
20,447
+1,462
+8% +$159K 1.46% 17
2017
Q4 		$2.1M Buy
18,985
+349
+2% +$38.6K 1.36% 17
2017
Q3 		$2.07M Buy
18,636
+552
+3% +$61.2K 1.4% 17
2017
Q2 		$1.99M Buy
18,084
+1,649
+10% +$181K 1.38% 17
2017
Q1 		$1.79M Buy
16,435
+1,188
+8% +$129K 1.27% 18
2016
Q4 		$1.66M Sell
15,247
-118
-0.8% -$12.9K 1.23% 18
2016
Q3 		$1.73M Buy
15,365
+270
+2% +$30.6K 1.3% 18
2016
Q2 		$1.72M Sell
15,095
-40
-0.3% -$4.5K 1.33% 18
2016
Q1 		$1.69M Buy
15,135
+844
+6% +$93.9K 1.39% 18
2015
Q4 		$1.58M Sell
14,291
-26
-0.2% -$2.85K 1.36% 18
2015
Q3 		$1.57M Buy
14,317
+304
+2% +$33.1K 1.44% 17
2015
Q2 		$1.52M Buy
14,013
+45
+0.3% +$4.9K 1.35% 19
2015
Q1 		$1.54M Buy
+13,968
New +$1.55M 1.44% 17

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
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
FG
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
GI
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

FC Advisory's MUB Position: Q2 2026 in Review

FC Advisory increased its iShares National Muni Bond ETF (MUB) stake by 2.6% in Q2 2026, buying an estimated $45.9K and bringing the position to 17,009 shares worth $1.83M. The position accounts for 0.48% of the portfolio, ranked #37.

FC Advisory first reported a position in MUB in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.23M in Q1 2018. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • FC Advisory held 17,009 shares of iShares National Muni Bond ETF worth $1.83M as of Q2 2026.
  • FC Advisory bought 429 iShares National Muni Bond ETF shares in Q2 2026, an estimated $45.9K.
  • iShares National Muni Bond ETF made up 0.48% of FC Advisory's portfolio in Q2 2026, its #37 holding.
  • FC Advisory first reported a position in iShares National Muni Bond ETF in Q1 2015 and has held it in 46 quarters since.
  • FC Advisory's iShares National Muni Bond ETF position peaked at $2.23M in Q1 2018.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.