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

Goodman 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 Q2	$367K	Sell	3,409 -2,723	-44%	-$291K	0.08%	59
2026 Q1	$651K	Hold	6,132	–	–	0.17%	59
2025 Q4	$657K	Buy	6,132 +2,317	+61%	+$248K	0.16%	49
2025 Q3	$406K	Sell	3,815 -941	-20%	-$98.5K	0.1%	56
2025 Q2	$497K	Sell	4,756 -22,035	-82%	-$2.29M	0.17%	42
2025 Q1	$2.82M	Buy	+26,791	New	+$2.85M	0.86%	35
2024 Q2	–	Sell	-70	Closed	-$7.53K	–	196
2024 Q1	$7.53K	Buy	+70	New	+$7.55K	﹤0.01%	133

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

Goodman Advisory Group's MUB Position: Q2 2026 in Review

Goodman Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 44% in Q2 2026, selling an estimated $291K and leaving 3,409 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #59.

Goodman Advisory Group first reported a position in MUB in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Goodman Advisory Group held 3,409 shares of iShares National Muni Bond ETF worth $367K as of Q2 2026.
Goodman Advisory Group sold 2,723 iShares National Muni Bond ETF shares in Q2 2026, an estimated $291K.
iShares National Muni Bond ETF made up 0.08% of Goodman Advisory Group's portfolio in Q2 2026, its #59 holding.
Goodman Advisory Group first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 7 quarters since.
Goodman Advisory Group's iShares National Muni Bond ETF position peaked at $2.82M in Q1 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.