IWA
MUB icon

IBEX Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

IBEX Wealth 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 		$978K Sell
9,088
-29
-0.3% -$3.1K 0.08% 118
2026
Q1 		$968K Buy
+9,117
New +$980K 0.09% 111
2025
Q4 		– Sell
-8,940
Closed -$952K – 172
2025
Q3 		$952K Sell
8,940
-820
-8% -$85.8K 0.09% 117
2025
Q2 		$1.02M Sell
9,760
-514
-5% -$53.4K 0.11% 103
2025
Q1 		$1.08M Sell
10,274
-10,031
-49% -$1.07M 0.14% 100
2024
Q4 		$2.16M Buy
+20,305
New +$2.18M 0.25% 79
2023
Q1 		– Sell
-11,411
Closed -$1.2M – 136
2022
Q4 		$1.2M Sell
11,411
-541
-5% -$56.4K 0.27% 85
2022
Q3 		$1.23M Sell
11,952
-119
-1% -$12.7K 0.32% 80
2022
Q2 		$1.28M Sell
12,071
-1,127
-9% -$120K 0.3% 89
2022
Q1 		$1.45M Sell
13,198
-115
-0.9% -$13K 0.28% 93
2021
Q4 		$1.55M Sell
13,313
-505
-4% -$58.6K 0.27% 100
2021
Q3 		$1.6M Sell
13,818
-3,067
-18% -$360K 0.31% 99
2021
Q2 		$1.98M Sell
16,885
-1,515
-8% -$177K 0.4% 86
2021
Q1 		$2.13M Buy
18,400
+78
+0.4% +$9.1K 0.53% 73
2020
Q4 		$2.15M Buy
18,322
+2,807
+18% +$326K 0.56% 68
2020
Q3 		$1.8M Buy
15,515
+466
+3% +$54.1K 0.52% 67
2020
Q2 		$1.74M Buy
15,049
+419
+3% +$47.6K 0.56% 69
2020
Q1 		$1.65M Buy
14,630
+1,290
+10% +$147K 0.64% 66
2019
Q4 		$1.52M Buy
13,340
+1,121
+9% +$128K 0.47% 76
2019
Q3 		$1.39M Buy
12,219
+297
+2% +$33.9K 0.46% 79
2019
Q2 		$1.35M Sell
11,922
-198
-2% -$22.2K 0.39% 95
2019
Q1 		$1.35M Buy
12,120
+2,070
+21% +$227K 0.47% 83
2018
Q4 		$1.1M Sell
10,050
-27
-0.3% -$2.9K 0.5% 54
2018
Q3 		$1.08M Sell
10,077
-1,148
-10% -$125K 0.39% 72
2018
Q2 		$1.22M Hold
11,225
– – 0.49% 71
2018
Q1 		$1.22M Buy
+11,225
New +$1.22M 0.49% 70
2017
Q1 		– Sell
-75
Closed -$8K – 258
2016
Q4 		$8K Buy
+75
New +$8.21K ﹤0.01% 321

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

IBEX Wealth Advisors's MUB Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.32% in Q2 2026, selling an estimated $3.1K and leaving 9,088 shares worth $978K. The position accounts for 0.08% of the portfolio, ranked #118.

IBEX Wealth Advisors first reported a position in MUB in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.16M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • IBEX Wealth Advisors held 9,088 shares of iShares National Muni Bond ETF worth $978K as of Q2 2026.
  • IBEX Wealth Advisors sold 29 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.1K.
  • iShares National Muni Bond ETF made up 0.08% of IBEX Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • IBEX Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 27 quarters since.
  • IBEX Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.16M in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.