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Foundations Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Foundations Investment 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 		$7.2M Buy
66,889
+12,176
+22% +$1.3M 0.07% 204
2026
Q1 		$5.81M Buy
54,713
+643
+1% +$69.1K 0.07% 208
2025
Q4 		$5.79M Buy
54,070
+11,550
+27% +$1.24M 0.08% 205
2025
Q3 		$4.53M Sell
42,520
-3,745
-8% -$392K 0.07% 223
2025
Q2 		$4.83M Buy
46,265
+15,395
+50% +$1.6M 0.08% 208
2025
Q1 		$3.25M Buy
30,870
+4,955
+19% +$527K 0.06% 240
2024
Q4 		$2.76M Buy
25,915
+6,939
+37% +$746K 0.05% 243
2024
Q3 		$2.06M Buy
18,976
+6,510
+52% +$702K 0.04% 264
2024
Q2 		$1.33M Buy
12,466
+3,064
+33% +$326K 0.03% 291
2024
Q1 		$1.01M Buy
9,402
+941
+11% +$102K 0.03% 321
2023
Q4 		$920K Sell
8,461
-2,481
-23% -$259K 0.02% 320
2023
Q3 		$1.12M Sell
10,942
-5,113
-32% -$539K 0.03% 272
2023
Q2 		$1.71M Buy
+16,055
New +$1.72M 0.06% 211
2020
Q1 		– Sell
-157,024
Closed -$18M – 141
2019
Q4 		$18M Buy
157,024
+61,136
+64% +$6.96M 2.21% 15
2019
Q3 		$11M Buy
95,888
+19,032
+25% +$2.17M 1.44% 18
2019
Q2 		$8.69M Buy
+76,856
New +$8.61M 1.31% 18
2019
Q1 		– Sell
-61,523
Closed -$6.71M – 115
2018
Q4 		$6.71M Buy
61,523
+59,073
+2,411% +$6.36M 1.42% 15
2018
Q3 		$264K Sell
2,450
-4,159
-63% -$452K 0.06% 83
2018
Q2 		$721K Buy
+6,609
New +$717K 0.19% 41

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

Foundations Investment Advisors's MUB Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 22% in Q2 2026, buying an estimated $1.3M and bringing the position to 66,889 shares worth $7.2M. The position accounts for 0.07% of the portfolio, ranked #204.

Foundations Investment Advisors first reported a position in MUB in Q2 2018 and has held it in 19 quarters since. The position peaked at $18M in Q4 2019. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Foundations Investment Advisors held 66,889 shares of iShares National Muni Bond ETF worth $7.2M as of Q2 2026.
  • Foundations Investment Advisors bought 12,176 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.3M.
  • iShares National Muni Bond ETF made up 0.07% of Foundations Investment Advisors's portfolio in Q2 2026, its #204 holding.
  • Foundations Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2018 and has held it in 19 quarters since.
  • Foundations Investment Advisors's iShares National Muni Bond ETF position peaked at $18M in Q4 2019.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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