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

Financial Sense 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 		$597K Buy
5,549
+110
+2% +$11.8K 0.12% 95
2026
Q1 		$577K Sell
5,439
-1,385
-20% -$149K 0.12% 101
2025
Q4 		$731K Buy
6,824
+97
+1% +$10.4K 0.13% 89
2025
Q3 		$716K Sell
6,727
-19
-0.3% -$1.99K 0.12% 100
2025
Q2 		$705K Sell
6,746
-205
-3% -$21.3K 0.17% 83
2025
Q1 		$733K Sell
6,951
-207
-3% -$22K 0.21% 70
2024
Q4 		$763K Buy
7,158
+118
+2% +$12.7K 0.25% 60
2024
Q3 		$765K Buy
7,040
+352
+5% +$37.9K 0.21% 70
2024
Q2 		$713K Buy
6,688
+80
+1% +$8.52K 0.22% 74
2024
Q1 		$711K Buy
6,608
+275
+4% +$29.7K 0.23% 76
2023
Q4 		$687K Buy
+6,333
New +$662K 0.25% 77

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

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

Financial Sense Advisors increased its iShares National Muni Bond ETF (MUB) stake by 2% in Q2 2026, buying an estimated $11.8K and bringing the position to 5,549 shares worth $597K. The position accounts for 0.12% of the portfolio, ranked #95.

Financial Sense Advisors first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $765K in Q3 2024. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Financial Sense Advisors held 5,549 shares of iShares National Muni Bond ETF worth $597K as of Q2 2026.
  • Financial Sense Advisors bought 110 iShares National Muni Bond ETF shares in Q2 2026, an estimated $11.8K.
  • iShares National Muni Bond ETF made up 0.12% of Financial Sense Advisors's portfolio in Q2 2026, its #95 holding.
  • Financial Sense Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Financial Sense Advisors's iShares National Muni Bond ETF position peaked at $765K in Q3 2024.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.