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Guardian Wealth Advisors (North Carolina)’s iShares National Muni Bond ETF MUB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.91M Buy
17,769
+395
+2% +$42.2K 0.11% 120
2026
Q1 		$1.84M Buy
17,374
+1,080
+7% +$116K 0.12% 110
2025
Q4 		$1.75M Buy
16,294
+964
+6% +$103K 0.11% 111
2025
Q3 		$1.63M Buy
15,330
+101
+0.7% +$10.6K 0.11% 112
2025
Q2 		$1.59M Buy
15,229
+811
+6% +$84.3K 0.11% 106
2025
Q1 		$1.52M Sell
14,418
-222
-2% -$23.6K 0.12% 103
2024
Q4 		$1.56M Buy
14,640
+12,311
+529% +$1.32M 0.12% 103
2024
Q3 		$253K Buy
2,329
+1
+0% +$108 0.03% 235
2024
Q2 		$248K Hold
2,328
– – 0.03% 224
2024
Q1 		$250K Buy
2,328
+1
+0% +$108 0.03% 233
2023
Q4 		$252K Buy
2,327
+110
+5% +$11.5K 0.04% 211
2023
Q3 		$227K Hold
2,217
– – 0.04% 218
2023
Q2 		$237K Hold
2,217
– – 0.04% 202
2023
Q1 		$239K Hold
2,217
– – 0.04% 189
2022
Q4 		$234K Hold
2,217
– – 0.05% 180
2022
Q3 		$227K Hold
2,217
– – 0.04% 168
2022
Q2 		$236K Buy
+2,217
New +$237K 0.04% 168

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s MUB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares National Muni Bond ETF (MUB) stake by 2.3% in Q2 2026, buying an estimated $42.2K and bringing the position to 17,769 shares worth $1.91M. The position accounts for 0.11% of the portfolio, ranked #120.

Guardian Wealth Advisors (North Carolina) first reported a position in MUB in Q2 2022 and has held it in 17 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 17,769 shares of iShares National Muni Bond ETF worth $1.91M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 395 iShares National Muni Bond ETF shares in Q2 2026, an estimated $42.2K.
  • iShares National Muni Bond ETF made up 0.11% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #120 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.