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

GFS 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	$51K	Sell	10,750 -19,250	-64%	-$2.06M	0.01%	212
2026 Q1	$3.18M	Buy	30,000 +1,000	+3%	+$108K	0.41%	56
2025 Q4	$3.11M	Sell	29,000 -12,000	-29%	-$1.28M	0.37%	56
2025 Q3	$4.37M	Sell	41,000 -5,700	-12%	-$597K	0.56%	50
2025 Q2	$4.88M	Buy	46,700 +33,145	+245%	+$3.45M	0.67%	45
2025 Q1	$1.43M	Buy	+13,555	New	+$1.44M	0.29%	59

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

GFS Advisors's MUB Position: Q2 2026 in Review

GFS Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 64% in Q2 2026, selling an estimated $2.06M and leaving 10,750 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #212.

GFS Advisors first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.88M in Q2 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

GFS Advisors held 10,750 shares of iShares National Muni Bond ETF worth $51K as of Q2 2026.
GFS Advisors sold 19,250 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.06M.
iShares National Muni Bond ETF made up 0.01% of GFS Advisors's portfolio in Q2 2026, its #212 holding.
GFS Advisors first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
GFS Advisors's iShares National Muni Bond ETF position peaked at $4.88M in Q2 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.