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

Financial Life 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 		$5.18M Buy
48,143
+1,552
+3% +$166K 1.47% 16
2026
Q1 		$4.95M Buy
46,591
+1,324
+3% +$142K 1.54% 18
2025
Q4 		$4.85M Sell
45,267
-1,070
-2% -$115K 1.5% 18
2025
Q3 		$4.93M Sell
46,337
-2,516
-5% -$263K 1.59% 18
2025
Q2 		$5.1M Buy
48,853
+958
+2% +$99.6K 1.75% 16
2025
Q1 		$5.05M Sell
47,895
-3,395
-7% -$361K 1.88% 15
2024
Q4 		$5.46M Buy
51,290
+1,065
+2% +$114K 2.05% 17
2024
Q3 		$5.46M Sell
50,225
-1,358
-3% -$146K 2.06% 17
2024
Q2 		$5.5M Sell
51,583
-649
-1% -$69.1K 2.23% 17
2024
Q1 		$5.62M Sell
52,232
-2,179
-4% -$235K 2.35% 15
2023
Q4 		$5.9M Sell
54,411
-11,738
-18% -$1.23M 2.54% 13
2023
Q3 		$6.78M Buy
66,149
+12,968
+24% +$1.37M 2.92% 10
2023
Q2 		$5.68M Buy
53,181
+18,031
+51% +$1.93M 2.37% 14
2023
Q1 		$3.79M Buy
35,150
+8,125
+30% +$868K 1.63% 20
2022
Q4 		$2.85M Buy
+27,025
New +$2.82M 1.32% 19

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Financial Life Advisors's MUB Position: Q2 2026 in Review

Financial Life Advisors increased its iShares National Muni Bond ETF (MUB) stake by 3.3% in Q2 2026, buying an estimated $166K and bringing the position to 48,143 shares worth $5.18M. The position accounts for 1.47% of the portfolio, ranked #16.

Financial Life Advisors first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.78M in Q3 2023. 847 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Financial Life Advisors held 48,143 shares of iShares National Muni Bond ETF worth $5.18M as of Q2 2026.
  • Financial Life Advisors bought 1,552 iShares National Muni Bond ETF shares in Q2 2026, an estimated $166K.
  • iShares National Muni Bond ETF made up 1.47% of Financial Life Advisors's portfolio in Q2 2026, its #16 holding.
  • Financial Life Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Life Advisors's iShares National Muni Bond ETF position peaked at $6.78M in Q3 2023.
  • 847 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.