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

IFG 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 		$3.06M Buy
28,400
+2,889
+11% +$309K 0.42% 31
2026
Q1 		$2.71M Buy
25,511
+1,602
+7% +$172K 0.44% 31
2025
Q4 		$2.56M Buy
23,909
+1,269
+6% +$136K 0.43% 30
2025
Q3 		$2.41M Buy
22,640
+2,100
+10% +$220K 0.39% 30
2025
Q2 		$2.15M Buy
20,540
+560
+3% +$58.2K 0.36% 36
2025
Q1 		$2.11M Buy
19,980
+4,615
+30% +$491K 0.41% 31
2024
Q4 		$1.64M Buy
15,365
+1,483
+11% +$159K 0.33% 39
2024
Q3 		$1.51M Buy
13,882
+2,984
+27% +$322K 0.32% 37
2024
Q2 		$1.16M Buy
10,898
+1,945
+22% +$207K 0.27% 43
2024
Q1 		$963K Buy
8,953
+1,008
+13% +$109K 0.25% 42
2023
Q4 		$861K Buy
7,945
+240
+3% +$25.1K 0.25% 42
2023
Q3 		$790K Sell
7,705
-760
-9% -$80.2K 0.28% 40
2023
Q2 		$903K Buy
8,465
+300
+4% +$32.1K 0.32% 38
2023
Q1 		$880K Sell
8,165
-225
-3% -$24K 0.35% 36
2022
Q4 		$885K Sell
8,390
-448
-5% -$46.7K 0.39% 36
2022
Q3 		$907K Sell
8,838
-5,985
-40% -$636K 0.46% 30
2022
Q2 		$1.58M Sell
14,823
-4,942
-25% -$527K 0.8% 22
2022
Q1 		$2.17M Sell
19,765
-75,697
-79% -$8.54M 0.96% 18
2021
Q4 		$11.1M Sell
95,462
-30,496
-24% -$3.54M 4.7% 7
2021
Q3 		$14.6M Buy
125,958
+7,013
+6% +$822K 6.71% 4
2021
Q2 		$13.9M Buy
118,945
+10,792
+10% +$1.26M 6.64% 4
2021
Q1 		$12.6M Buy
108,153
+23,491
+28% +$2.74M 6.87% 5
2020
Q4 		$9.92M Buy
84,662
+4,608
+6% +$535K 6.15% 5
2020
Q3 		$9.28M Buy
80,054
+7,314
+10% +$850K 6.56% 4
2020
Q2 		$8.39M Sell
72,740
-1,241
-2% -$141K 6.63% 5
2020
Q1 		$8.36M Buy
73,981
+5,035
+7% +$575K 8.26% 3
2019
Q4 		$7.85M Buy
68,946
+30,319
+78% +$3.45M 6.48% 5
2019
Q3 		$4.41M Buy
+38,627
New +$4.41M 4.1% 9

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

IFG Advisors's MUB Position: Q2 2026 in Review

IFG Advisors increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $309K and bringing the position to 28,400 shares worth $3.06M. The position accounts for 0.42% of the portfolio, ranked #31.

IFG Advisors first reported a position in MUB in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.6M in Q3 2021. 800 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • IFG Advisors held 28,400 shares of iShares National Muni Bond ETF worth $3.06M as of Q2 2026.
  • IFG Advisors bought 2,889 iShares National Muni Bond ETF shares in Q2 2026, an estimated $309K.
  • iShares National Muni Bond ETF made up 0.42% of IFG Advisors's portfolio in Q2 2026, its #31 holding.
  • IFG Advisors first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • IFG Advisors's iShares National Muni Bond ETF position peaked at $14.6M in Q3 2021.
  • 800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.