FOCUS Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

FOCUS Wealth 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	$464K	Sell	4,313 -153	-3%	-$16.4K	0.22%	50
2026 Q1	$474K	Hold	4,466	–	–	0.23%	47
2025 Q4	$478K	Hold	4,466	–	–	0.22%	47
2025 Q3	$476K	Buy	4,466 +153	+4%	+$16K	0.23%	46
2025 Q2	$451K	Hold	4,313	–	–	0.23%	46
2025 Q1	$455K	Hold	4,313	–	–	0.25%	45
2024 Q4	$460K	Hold	4,313	–	–	0.24%	46
2024 Q3	$469K	Hold	4,313	–	–	0.23%	47
2024 Q2	$460K	Hold	4,313	–	–	0.24%	47
2024 Q1	$464K	Hold	4,313	–	–	0.25%	45
2023 Q4	$468K	Sell	4,313 -3,970	-48%	-$415K	0.3%	44
2023 Q3	$849K	Sell	8,283 -3,458	-29%	-$365K	0.59%	36
2023 Q2	$1.25M	Buy	11,741 +22	+0.2%	+$2.35K	0.85%	34
2023 Q1	$1.26M	Sell	11,719 -538	-4%	-$57.5K	0.83%	33
2022 Q4	$1.29M	Sell	12,257 -2,458	-17%	-$256K	0.89%	33
2022 Q3	$1.51M	Buy	14,715 +8	+0.1%	+$851	1.07%	26
2022 Q2	$1.56M	Hold	14,707	–	–	1.07%	23
2022 Q1	$1.61M	Sell	14,707 -2,565	-15%	-$289K	0.96%	26
2021 Q4	$2.01M	Hold	17,272	–	–	1.2%	21
2021 Q3	$2.01M	Buy	17,272 +3,970	+30%	+$465K	1.36%	19
2021 Q2	$1.56M	Sell	13,302 -1,118	-8%	-$131K	1.09%	24
2021 Q1	$1.67M	Buy	14,420 +1,281	+10%	+$149K	1.23%	21
2020 Q4	$1.54M	Buy	+13,139	New	+$1.53M	1.19%	20

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

FOCUS Wealth Advisors's MUB Position: Q2 2026 in Review

FOCUS Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.4% in Q2 2026, selling an estimated $16.4K and leaving 4,313 shares worth $464K. The position accounts for 0.22% of the portfolio, ranked #50.

FOCUS Wealth Advisors first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.01M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

FOCUS Wealth Advisors held 4,313 shares of iShares National Muni Bond ETF worth $464K as of Q2 2026.
FOCUS Wealth Advisors sold 153 iShares National Muni Bond ETF shares in Q2 2026, an estimated $16.4K.
iShares National Muni Bond ETF made up 0.22% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #50 holding.
FOCUS Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
FOCUS Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.01M in Q4 2021.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.