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

GoalVest 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 Q2	$380K	Buy	+3,529	New	+$377K	0.07%	91
2025 Q4	–	Sell	-531	Closed	-$56.5K	–	542
2025 Q3	$56.5K	Sell	531 -1,015	-66%	-$106K	0.01%	209
2025 Q2	$162K	Buy	+1,546	New	+$161K	0.04%	143
2023 Q4	–	Sell	-816	Closed	-$83.7K	–	453
2023 Q3	$83.7K	Hold	816	–	–	0.04%	117
2023 Q2	$87.1K	Buy	+816	New	+$87.2K	0.05%	106
2022 Q4	–	Sell	-96	Closed	-$10K	–	258
2022 Q3	$10K	Buy	+96	New	+$10.2K	0.01%	189
2022 Q2	–	Sell	-978	Closed	-$107K	–	460
2022 Q1	$107K	Buy	+978	New	+$110K	0.06%	126
2021 Q2	$742K	Sell	6,327 -93	-1%	-$10.9K	0.46%	59
2021 Q1	$745K	Sell	6,420 -16,457	-72%	-$1.92M	0.56%	62
2020 Q4	$2.68M	Buy	+22,877	New	+$2.66M	2.25%	8

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

GoalVest Advisory's MUB Position: Q2 2026 in Review

GoalVest Advisory opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 3,529 shares worth $380K. The stake represents 0.07% of the portfolio and ranks #91 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in MUB as recently as Q3 2025.

GoalVest Advisory first reported a position in MUB in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.68M in Q4 2020. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

GoalVest Advisory held 3,529 shares of iShares National Muni Bond ETF worth $380K as of Q2 2026.
iShares National Muni Bond ETF was a new GoalVest Advisory position in Q2 2026.
iShares National Muni Bond ETF made up 0.07% of GoalVest Advisory's portfolio in Q2 2026, its #91 holding.
GoalVest Advisory first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 10 quarters since.
GoalVest Advisory's iShares National Muni Bond ETF position peaked at $2.68M in Q4 2020.
322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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