Forvis Mazars Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $67.9M | Sell |
630,739
-2,857
| -0.5% | -$306K | 1.13% | 13 |
|
|
2026
Q1 | $67.3M | Buy |
633,596
+2,714
| +0.4% | +$292K | 1.28% | 12 |
|
|
2025
Q4 | $67.6M | Sell |
630,882
-1,845
| -0.3% | -$198K | 1.28% | 12 |
|
|
2025
Q3 | $67.4M | Sell |
632,727
-15,070
| -2% | -$1.58M | 1.34% | 11 |
|
|
2025
Q2 | $67.7M | Buy |
647,797
+6,777
| +1% | +$705K | 1.46% | 9 |
|
|
2025
Q1 | $67.6M | Buy |
641,020
+3,115
| +0.5% | +$331K | 1.62% | 10 |
|
|
2024
Q4 | $68M | Buy |
637,905
+53,544
| +9% | +$5.75M | 1.57% | 10 |
|
|
2024
Q3 | $63.5M | Buy |
584,361
+6,670
| +1% | +$719K | 1.46% | 10 |
|
|
2024
Q2 | $61.6M | Buy |
577,691
+1,380
| +0.2% | +$147K | 1.54% | 10 |
|
|
2024
Q1 | $62M | Buy |
576,311
+39,276
| +7% | +$4.24M | 1.58% | 10 |
|
|
2023
Q4 | $58.2M | Buy |
537,035
+33,009
| +7% | +$3.45M | 1.62% | 12 |
|
|
2023
Q3 | $51.7M | Buy |
504,026
+54,567
| +12% | +$5.76M | 1.56% | 13 |
|
|
2023
Q2 | $48M | Buy |
449,459
+103,088
| +30% | +$11M | 1.41% | 12 |
|
|
2023
Q1 | $37.3M | Buy |
346,371
+237,540
| +218% | +$25.4M | 1.22% | 16 |
|
|
2022
Q4 | $11.5M | Buy |
108,831
+61,365
| +129% | +$6.4M | 0.4% | 48 |
|
|
2022
Q3 | $4.87M | Sell |
47,466
-75,970
| -62% | -$8.08M | 0.2% | 76 |
|
|
2022
Q2 | $13.1M | Buy |
123,436
+98,037
| +386% | +$10.5M | 0.53% | 33 |
|
|
2022
Q1 | $2.79M | Buy |
25,399
+23,396
| +1,168% | +$2.64M | 0.12% | 89 |
|
|
2021
Q4 | $233K | Sell |
2,003
-273
| -12% | -$31.7K | 0.01% | 266 |
|
|
2021
Q3 | $264K | Buy |
+2,276
| New | +$267K | 0.01% | 232 |
|
|
2021
Q1 | – | Sell |
-1,800
| Closed | -$211K | – | 331 |
|
|
2020
Q4 | $211K | Buy |
+1,800
| New | +$209K | 0.01% | 344 |
|
|
2019
Q3 | – | Sell |
-9,471
| Closed | -$1.07M | – | 267 |
|
|
2019
Q2 | $1.07M | Buy |
9,471
+362
| +4% | +$40.5K | 0.09% | 109 |
|
|
2019
Q1 | $1.01M | Sell |
9,109
-45,808
| -83% | -$5.02M | 0.08% | 111 |
|
|
2018
Q4 | $5.99M | Buy |
+54,917
| New | +$5.91M | 0.61% | 21 |
|
|
2017
Q2 | – | Sell |
-3,719
| Closed | -$405K | – | 226 |
|
|
2017
Q1 | $405K | Sell |
3,719
-1,641
| -31% | -$178K | 0.05% | 141 |
|
|
2016
Q4 | $580K | Buy |
5,360
+98
| +2% | +$10.7K | 0.08% | 106 |
|
|
2016
Q3 | $593K | Buy |
5,262
+1,896
| +56% | +$215K | 0.08% | 104 |
|
|
2016
Q2 | $383K | Hold |
3,366
| – | – | 0.06% | 126 |
|
|
2016
Q1 | $376K | Sell |
3,366
-260
| -7% | -$28.9K | 0.06% | 127 |
|
|
2015
Q4 | $401K | Buy |
+3,626
| New | +$398K | 0.06% | 122 |
|
|
2014
Q2 | – | Sell |
-2,290
| Closed | -$246K | – | 154 |
|
|
2014
Q1 | $246K | Sell |
2,290
-288
| -11% | -$30.6K | 0.04% | 140 |
|
|
2013
Q4 | $267K | Hold |
2,578
| – | – | 0.05% | 134 |
|
|
2013
Q3 | $269K | Buy |
+2,578
| New | +$266K | 0.06% | 127 |
|
Other funds holding MUB
Forvis Mazars Wealth Advisors's MUB Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.45% in Q2 2026, selling an estimated $306K and leaving 630,739 shares worth $67.9M. The position accounts for 1.13% of the portfolio, ranked #13.
Forvis Mazars Wealth Advisors first reported a position in MUB in Q3 2013 and has held it in 33 quarters since. The position peaked at $68M in Q4 2024. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.
- Forvis Mazars Wealth Advisors held 630,739 shares of iShares National Muni Bond ETF worth $67.9M as of Q2 2026.
- Forvis Mazars Wealth Advisors sold 2,857 iShares National Muni Bond ETF shares in Q2 2026, an estimated $306K.
- iShares National Muni Bond ETF made up 1.13% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #13 holding.
- Forvis Mazars Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2013 and has held it in 33 quarters since.
- Forvis Mazars Wealth Advisors's iShares National Muni Bond ETF position peaked at $68M in Q4 2024.
- 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.