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

Florida Financial 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 		$480K Buy
4,463
+332
+8% +$35.5K 0.08% 204
2026
Q1 		$439K Buy
4,131
+345
+9% +$37.1K 0.1% 182
2025
Q4 		$406K Buy
3,786
+131
+4% +$14K 0.11% 169
2025
Q3 		$389K Sell
3,655
-2,963
-45% -$310K 0.12% 169
2025
Q2 		$691K Buy
6,618
+1,853
+39% +$193K 0.23% 103
2025
Q1 		$502K Buy
4,765
+17
+0.4% +$1.81K 0.2% 108
2024
Q4 		$506K Buy
4,748
+31
+0.7% +$3.33K 0.23% 91
2024
Q3 		$512K Buy
4,717
+2,031
+76% +$219K 0.26% 74
2024
Q2 		$286K Buy
2,686
+361
+16% +$38.4K 0.17% 102
2024
Q1 		$250K Buy
2,325
+271
+13% +$29.2K 0.18% 99
2023
Q4 		$223K Buy
+2,054
New +$215K 0.21% 98

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

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

Florida Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 8% in Q2 2026, buying an estimated $35.5K and bringing the position to 4,463 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #204.

Florida Financial Advisors first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $691K in Q2 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Florida Financial Advisors held 4,463 shares of iShares National Muni Bond ETF worth $480K as of Q2 2026.
  • Florida Financial Advisors bought 332 iShares National Muni Bond ETF shares in Q2 2026, an estimated $35.5K.
  • iShares National Muni Bond ETF made up 0.08% of Florida Financial Advisors's portfolio in Q2 2026, its #204 holding.
  • Florida Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Florida Financial Advisors's iShares National Muni Bond ETF position peaked at $691K in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.