GA
GMUB

GoalVest Advisory’s Goldman Sachs Municipal Income ETF GMUB Stock Holding History

GoalVest Advisory’s Portfolio GMUB Stock Details GMUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.9M Buy
348,570
+41,230
+13% +$2.11M 3.33% 5
2026
Q1 		$15.7M Buy
307,340
+35,563
+13% +$1.83M 3.06% 4
2025
Q4 		$13.9M Buy
271,777
+115,165
+74% +$5.88M 2.66% 4
2025
Q3 		$7.97M Buy
+156,612
New +$7.85M 1.69% 8

Other funds holding GMUB

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

GoalVest Advisory's GMUB Position: Q2 2026 in Review

GoalVest Advisory increased its Goldman Sachs Municipal Income ETF (GMUB) stake by 13% in Q2 2026, buying an estimated $2.11M and bringing the position to 348,570 shares worth $17.9M. The position accounts for 3.33% of the portfolio, ranked #5.

GoalVest Advisory first reported a position in GMUB in Q3 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold GMUB as of Q2 2026.

  • GoalVest Advisory held 348,570 shares of Goldman Sachs Municipal Income ETF worth $17.9M as of Q2 2026.
  • GoalVest Advisory bought 41,230 Goldman Sachs Municipal Income ETF shares in Q2 2026, an estimated $2.11M.
  • Goldman Sachs Municipal Income ETF made up 3.33% of GoalVest Advisory's portfolio in Q2 2026, its #5 holding.
  • GoalVest Advisory first reported a position in Goldman Sachs Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Goldman Sachs Municipal Income ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.