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

HBK Sorce 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
Q1 		– Sell
-7,586
Closed -$817K – 692
2025
Q4 		$817K Sell
7,586
-282
-4% -$30.2K 0.02% 266
2025
Q3 		$843K Sell
7,868
-1,325
-14% -$139K 0.02% 255
2025
Q2 		$960K Buy
9,193
+1,329
+17% +$138K 0.03% 231
2025
Q1 		$829K Sell
7,864
-1,423
-15% -$151K 0.02% 238
2024
Q4 		$990K Buy
9,287
+1,475
+19% +$158K 0.03% 213
2024
Q3 		$849K Sell
7,812
-258
-3% -$27.8K 0.03% 243
2024
Q2 		$860K Sell
8,070
-1,233
-13% -$131K 0.03% 230
2024
Q1 		$1M Sell
9,303
-1,075
-10% -$116K 0.04% 215
2023
Q4 		$1.13M Buy
10,378
+416
+4% +$43.5K 0.04% 190
2023
Q3 		$1.02M Sell
9,962
-276
-3% -$29.1K 0.05% 194
2023
Q2 		$1.09M Buy
10,238
+283
+3% +$30.2K 0.05% 192
2023
Q1 		$1.07M Sell
9,955
-10,239
-51% -$1.09M 0.05% 193
2022
Q4 		$2.13M Buy
20,194
+6,494
+47% +$677K 0.06% 179
2022
Q3 		$1.41M Buy
13,700
+1,543
+13% +$164K 0.09% 142
2022
Q2 		$1.29M Sell
12,157
-255
-2% -$27.2K 0.1% 132
2022
Q1 		$1.36M Sell
12,412
-963
-7% -$109K 0.07% 174
2021
Q4 		$1.55M Sell
13,375
-7
-0.1% -$813 0.08% 172
2021
Q3 		$1.55M Buy
13,382
+170
+1% +$19.9K 0.09% 160
2021
Q2 		$1.55M Buy
13,212
+11
+0.1% +$1.28K 0.09% 160
2021
Q1 		$1.53M Buy
13,201
+1,251
+10% +$146K 0.09% 152
2020
Q4 		$1.4M Sell
11,950
-6,306
-35% -$733K 0.09% 154
2020
Q3 		$2.12M Buy
18,256
+12
+0.1% +$1.39K 0.15% 97
2020
Q2 		$2.1M Sell
18,244
-722
-4% -$82K 0.16% 95
2020
Q1 		$2.14M Buy
18,966
+42
+0.2% +$4.79K 0.21% 77
2019
Q4 		$2.16M Buy
18,924
+708
+4% +$80.6K 0.19% 95
2019
Q3 		$2.08M Sell
18,216
-419
-2% -$47.8K 0.2% 92
2019
Q2 		$2.11M Sell
18,635
-137
-0.7% -$15.3K 0.2% 94
2019
Q1 		$2.09M Sell
18,772
-918
-5% -$101K 0.21% 92
2018
Q4 		$2.15M Sell
19,690
-180
-0.9% -$19.4K 0.25% 86
2018
Q3 		$2.15M Sell
19,870
-204
-1% -$22.2K 0.24% 71
2018
Q2 		$2.19M Sell
20,074
-381
-2% -$41.3K 0.25% 74
2018
Q1 		$2.23M Sell
20,455
-340
-2% -$37.1K 0.28% 70
2017
Q4 		$2.3M Buy
20,795
+38
+0.2% +$4.21K 0.27% 69
2017
Q3 		$2.3M Sell
20,757
-266
-1% -$29.5K 0.35% 47
2017
Q2 		$2.31M Sell
21,023
-212
-1% -$23.3K 0.37% 44
2017
Q1 		$2.31M Sell
21,235
-650
-3% -$70.5K 0.39% 37
2016
Q4 		$2.37M Buy
21,885
+3,650
+20% +$400K 0.43% 39
2016
Q3 		$2.06M Buy
18,235
+102
+0.6% +$11.6K 0.41% 36
2016
Q2 		$2.07M Buy
18,133
+350
+2% +$39.4K 0.44% 35
2016
Q1 		$1.99M Sell
17,783
-3,410
-16% -$379K 0.47% 32
2015
Q4 		$2.35M Hold
21,193
– – 0.61% 25
2015
Q3 		$2.32M Sell
21,193
-1,800
-8% -$196K 0.75% 18
2015
Q2 		$2.49M Sell
22,993
-295
-1% -$32.1K 0.85% 18
2015
Q1 		$2.58M Sell
23,288
-1,660
-7% -$184K 0.88% 17
2014
Q4 		$2.75M Sell
24,948
-2,625
-10% -$288K 0.95% 19
2014
Q3 		$3.02M Buy
27,573
+50
+0.2% +$5.45K 1.09% 12
2014
Q2 		$2.99M Sell
27,523
-275
-1% -$29.7K 1.04% 14
2014
Q1 		$2.98M Sell
27,798
-29,141
-51% -$3.09M 1.09% 14
2013
Q4 		$5.91M Buy
56,939
+54,158
+1,947% +$5.65M 2.13% 11
2013
Q3 		$291K Sell
2,781
-4,719
-63% -$487K 0.12% 121
2013
Q2 		$788K Buy
+7,500
New +$821K 0.17% 91

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBK Sorce Advisory's MUB Position: Q1 2026 in Review

HBK Sorce Advisory sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 7,586 shares — an estimated $817K sold.

HBK Sorce Advisory first reported a position in MUB in Q2 2013 and held it in 51 quarters. The position peaked at $5.91M in Q4 2013. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • HBK Sorce Advisory reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 7,586 iShares National Muni Bond ETF shares in Q1 2026, an estimated $817K.
  • HBK Sorce Advisory first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 51 quarters.
  • HBK Sorce Advisory's iShares National Muni Bond ETF position peaked at $5.91M in Q4 2013.
  • 1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.