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Gladstone Institutional Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$353K Sell
3,329
-101
-3% -$10.9K 0.01% 621
2025
Q4 		$367K Sell
3,430
-412
-11% -$44.1K 0.01% 577
2025
Q3 		$409K Sell
3,842
-4
-0.1% -$419 0.02% 574
2025
Q2 		$402K Buy
3,846
+242
+7% +$25.2K 0.02% 553
2025
Q1 		$380K Sell
3,604
-944
-21% -$100K 0.02% 536
2024
Q4 		$485K Buy
4,548
+636
+16% +$68.3K 0.02% 479
2024
Q3 		$425K Buy
3,912
+388
+11% +$41.8K 0.02% 496
2024
Q2 		$375K Buy
3,524
+247
+8% +$26.3K 0.02% 484
2024
Q1 		$353K Sell
3,277
-84
-2% -$9.06K 0.02% 498
2023
Q4 		$364K Buy
3,361
+48
+1% +$5.02K 0.02% 485
2023
Q3 		$340K Sell
3,313
-7
-0.2% -$738 0.02% 466
2023
Q2 		$354K Sell
3,320
-693
-17% -$74.1K 0.02% 474
2023
Q1 		$432K Buy
4,013
+98
+3% +$10.5K 0.03% 440
2022
Q4 		$413K Sell
3,915
-2,832
-42% -$295K 0.03% 438
2022
Q3 		$692K Buy
6,747
+1,231
+22% +$131K 0.05% 336
2022
Q2 		$587K Sell
5,516
-2,652
-32% -$283K 0.05% 377
2022
Q1 		$896K Buy
8,168
+1,103
+16% +$124K 0.06% 315
2021
Q4 		$821K Buy
7,065
+2,874
+69% +$334K 0.06% 294
2021
Q3 		$487K Sell
4,191
-1,415
-25% -$166K 0.05% 333
2021
Q2 		$657K Buy
5,606
+333
+6% +$38.9K 0.08% 249
2021
Q1 		$612K Buy
5,273
+2,712
+106% +$316K 0.1% 208
2020
Q4 		$300K Sell
2,561
-54
-2% -$6.27K 0.06% 228
2020
Q3 		$303K Sell
2,615
-419
-14% -$48.7K 0.07% 208
2020
Q2 		$350K Sell
3,034
-519
-15% -$58.9K 0.09% 162
2020
Q1 		$402K Buy
3,553
+895
+34% +$102K 0.1% 156
2019
Q4 		$303K Buy
2,658
+2
+0.1% +$228 0.07% 189
2019
Q3 		$303K Buy
+2,656
New +$303K 0.08% 203

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gladstone Institutional Advisory's MUB Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares National Muni Bond ETF (MUB) stake by 2.9% in Q1 2026, selling an estimated $10.9K and leaving 3,329 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #621.

Gladstone Institutional Advisory first reported a position in MUB in Q3 2019 and has held it in 27 quarters since. The position peaked at $896K in Q1 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Gladstone Institutional Advisory held 3,329 shares of iShares National Muni Bond ETF worth $353K as of Q1 2026.
  • Gladstone Institutional Advisory sold 101 iShares National Muni Bond ETF shares in Q1 2026, an estimated $10.9K.
  • iShares National Muni Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #621 holding.
  • Gladstone Institutional Advisory first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Gladstone Institutional Advisory's iShares National Muni Bond ETF position peaked at $896K in Q1 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.