Guardian Asset Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Guardian Asset 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	$210K	Sell	1,949 -1,377	-41%	-$147K	0.1%	121
2026 Q1	$353K	Buy	3,326 +1,402	+73%	+$151K	0.21%	74
2025 Q4	$206K	Buy	1,924 +13	+0.7%	+$1.39K	0.11%	107
2025 Q3	$204K	Sell	1,911 -1,436	-43%	-$150K	0.11%	108
2025 Q2	$350K	Buy	3,347 +21	+0.6%	+$2.18K	0.2%	80
2025 Q1	$351K	Sell	3,326 -373	-10%	-$39.7K	0.23%	79
2024 Q4	$394K	Sell	3,699 -279	-7%	-$30K	0.25%	71
2024 Q3	$432K	Sell	3,978 -468	-11%	-$50.4K	0.29%	64
2024 Q2	$474K	Sell	4,446 -486	-10%	-$51.8K	0.35%	49
2024 Q1	$531K	Buy	4,932 +47	+1%	+$5.07K	0.44%	44
2023 Q4	$530K	Buy	+4,885	New	+$510K	0.5%	42

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

Guardian Asset Advisors's MUB Position: Q2 2026 in Review

Guardian Asset Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 41% in Q2 2026, selling an estimated $147K and leaving 1,949 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #121.

Guardian Asset Advisors first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $531K in Q1 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Guardian Asset Advisors held 1,949 shares of iShares National Muni Bond ETF worth $210K as of Q2 2026.
Guardian Asset Advisors sold 1,377 iShares National Muni Bond ETF shares in Q2 2026, an estimated $147K.
iShares National Muni Bond ETF made up 0.1% of Guardian Asset Advisors's portfolio in Q2 2026, its #121 holding.
Guardian Asset Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's iShares National Muni Bond ETF position peaked at $531K in Q1 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.