GM Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

GM Advisory Group’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	$6.93M	Buy	65,262 +656	+1%	+$70.5K	0.27%	53
2025 Q4	$6.92M	Sell	64,606 -1,123	-2%	-$120K	0.27%	54
2025 Q3	$7M	Sell	65,729 -7,331	-10%	-$767K	0.3%	51
2025 Q2	$7.63M	Sell	73,060 -8,350	-10%	-$868K	0.38%	49
2025 Q1	$8.58M	Sell	81,410 -3,890	-5%	-$414K	0.46%	42
2024 Q4	$9.09M	Sell	85,300 -2,055	-2%	-$221K	0.5%	40
2024 Q3	$9.49M	Sell	87,355 -6,063	-6%	-$653K	0.57%	37
2024 Q2	$9.95M	Buy	+93,418	New	+$9.95M	0.64%	33

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GM Advisory Group's MUB Position: Q1 2026 in Review

GM Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 1% in Q1 2026, buying an estimated $70.5K and bringing the position to 65,262 shares worth $6.93M. The position accounts for 0.27% of the portfolio, ranked #53.

GM Advisory Group first reported a position in MUB in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.95M in Q2 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

GM Advisory Group held 65,262 shares of iShares National Muni Bond ETF worth $6.93M as of Q1 2026.
GM Advisory Group bought 656 iShares National Muni Bond ETF shares in Q1 2026, an estimated $70.5K.
iShares National Muni Bond ETF made up 0.27% of GM Advisory Group's portfolio in Q1 2026, its #53 holding.
GM Advisory Group first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
GM Advisory Group's iShares National Muni Bond ETF position peaked at $9.95M in Q2 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.