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HighPoint Advisor Group’s iShares National Muni Bond ETF MUB Stock Holding History

HighPoint Advisor 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 		$1.99M Buy
18,507
+12,621
+214% +$1.35M 0.07% 209
2026
Q1 		$625K Sell
5,886
-474
-7% -$51K 0.03% 379
2025
Q4 		$681K Buy
+6,360
New +$681K 0.02% 585

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 22.9% 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

HighPoint Advisor Group's MUB Position: Q2 2026 in Review

HighPoint Advisor Group increased its iShares National Muni Bond ETF (MUB) stake by 214% in Q2 2026, buying an estimated $1.35M and bringing the position to 18,507 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #209.

HighPoint Advisor Group first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • HighPoint Advisor Group held 18,507 shares of iShares National Muni Bond ETF worth $1.99M as of Q2 2026.
  • HighPoint Advisor Group bought 12,621 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.35M.
  • iShares National Muni Bond ETF made up 0.07% of HighPoint Advisor Group's portfolio in Q2 2026, its #209 holding.
  • HighPoint Advisor Group first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.