High Net Worth Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

High Net Worth 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	$581K	Hold	5,402	–	–	0.12%	138
2026 Q1	$573K	Hold	5,402	–	–	0.13%	133
2025 Q4	$579K	Hold	5,402	–	–	0.13%	128
2025 Q3	$575K	Hold	5,402	–	–	0.14%	127
2025 Q2	$564K	Sell	5,402 -2,174	-29%	-$226K	0.15%	123
2025 Q1	$799K	Buy	7,576 +413	+6%	+$43.9K	0.23%	97
2024 Q4	$763K	Buy	7,163 +22	+0.3%	+$2.36K	0.21%	99
2024 Q3	$776K	Buy	7,141 +15	+0.2%	+$1.62K	0.21%	99
2024 Q2	$759K	Sell	7,126 -258	-3%	-$27.5K	0.23%	92
2024 Q1	$795K	Buy	7,384 +284	+4%	+$30.6K	0.25%	87
2023 Q4	$770K	Hold	7,100	–	–	0.29%	83
2023 Q3	$728K	Hold	7,100	–	–	0.29%	83
2023 Q2	$758K	Hold	7,100	–	–	0.29%	84
2023 Q1	$765K	Hold	7,100	–	–	0.31%	83
2022 Q4	$749K	Hold	7,100	–	–	0.29%	86
2022 Q3	$728K	Sell	7,100 -1,500	-17%	-$159K	0.31%	79
2022 Q2	$915K	Buy	8,600 +1,650	+24%	+$176K	0.38%	63
2022 Q1	$762K	Hold	6,950	–	–	0.28%	83
2021 Q4	$808K	Buy	+6,950	New	+$807K	0.28%	73

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

High Net Worth Advisory Group's MUB Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 5,402 shares worth $581K. The position accounts for 0.12% of the portfolio, ranked #138.

High Net Worth Advisory Group first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $915K in Q2 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

High Net Worth Advisory Group held 5,402 shares of iShares National Muni Bond ETF worth $581K as of Q2 2026.
High Net Worth Advisory Group left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.12% of High Net Worth Advisory Group's portfolio in Q2 2026, its #138 holding.
High Net Worth Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's iShares National Muni Bond ETF position peaked at $915K in Q2 2022.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.