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

IFC 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 		$445K Buy
4,136
+59
+1% +$6.31K 0.06% 121
2026
Q1 		$433K Buy
4,077
+360
+10% +$38.7K 0.06% 103
2025
Q4 		$398K Hold
3,717
– – 0.06% 118
2025
Q3 		$396K Sell
3,717
-447
-11% -$46.8K 0.07% 119
2025
Q2 		$435K Sell
4,164
-2,352
-36% -$245K 0.08% 119
2025
Q1 		$687K Buy
6,516
+17
+0.3% +$1.81K 0.14% 98
2024
Q4 		$692K Buy
+6,499
New +$698K 0.15% 95

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

IFC Advisors's MUB Position: Q2 2026 in Review

IFC Advisors increased its iShares National Muni Bond ETF (MUB) stake by 1.4% in Q2 2026, buying an estimated $6.31K and bringing the position to 4,136 shares worth $445K. The position accounts for 0.06% of the portfolio, ranked #121.

IFC Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $692K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • IFC Advisors held 4,136 shares of iShares National Muni Bond ETF worth $445K as of Q2 2026.
  • IFC Advisors bought 59 iShares National Muni Bond ETF shares in Q2 2026, an estimated $6.31K.
  • iShares National Muni Bond ETF made up 0.06% of IFC Advisors's portfolio in Q2 2026, its #121 holding.
  • IFC Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's iShares National Muni Bond ETF position peaked at $692K in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.