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Grey Fox Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Grey Fox Wealth Advisors’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 		$4.1M Buy
38,074
+5,180
+16% +$554K 0.64% 28
2026
Q1 		$3.49M Buy
32,894
+8,891
+37% +$956K 0.67% 25
2025
Q4 		$2.57M Buy
24,003
+5,439
+29% +$582K 0.53% 33
2025
Q3 		$1.98M Buy
18,564
+1,008
+6% +$105K 0.4% 39
2025
Q2 		$1.83M Sell
17,556
-5,882
-25% -$612K 0.44% 39
2025
Q1 		$2.47M Sell
23,438
-2,758
-11% -$293K 0.66% 27
2024
Q4 		$2.79M Buy
26,196
+2,319
+10% +$249K 0.77% 24
2024
Q3 		$2.59M Buy
23,877
+4,304
+22% +$464K 0.72% 26
2024
Q2 		$2.09M Sell
19,573
-282
-1% -$30K 0.73% 24
2024
Q1 		$2.14M Buy
19,855
+2,127
+12% +$230K 0.8% 25
2023
Q4 		$1.92M Sell
17,728
-55
-0.3% -$5.75K 0.84% 25
2023
Q3 		$1.82M Sell
17,783
-13,228
-43% -$1.4M 0.91% 26
2023
Q2 		$3.31M Buy
31,011
+2,622
+9% +$280K 1.7% 15
2023
Q1 		$3.06M Sell
28,389
-5,442
-16% -$582K 1.81% 14
2022
Q4 		$3.57M Buy
+33,831
New +$3.53M 2.36% 10

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FG
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

Grey Fox Wealth Advisors's MUB Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, buying an estimated $554K and bringing the position to 38,074 shares worth $4.1M. The position accounts for 0.64% of the portfolio, ranked #28.

Grey Fox Wealth Advisors first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 517 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Grey Fox Wealth Advisors held 38,074 shares of iShares National Muni Bond ETF worth $4.1M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 5,180 iShares National Muni Bond ETF shares in Q2 2026, an estimated $554K.
  • iShares National Muni Bond ETF made up 0.64% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.