IMA Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

IMA Advisory Services’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 Q1	$114K	Hold	1,076	–	–	0.01%	202
2025 Q4	$115K	Buy	1,076 +140	+15%	+$15K	0.01%	199
2025 Q3	$99.7K	Hold	936	–	–	0.01%	193
2025 Q2	$97.8K	Hold	936	–	–	0.01%	190
2025 Q1	$98.7K	Buy	+936	New	+$99.5K	0.01%	193
2024 Q4	–	Sell	-705	Closed	-$76.6K	–	240
2024 Q3	$76.6K	Buy	+705	New	+$76K	0.02%	161
2023 Q4	–	Sell	-705	Closed	-$72.3K	–	198
2023 Q3	$72.3K	Hold	705	–	–	0.02%	166
2023 Q2	$75.2K	Hold	705	–	–	0.02%	165
2023 Q1	$76K	Buy	+705	New	+$75.3K	0.02%	162

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMA Advisory Services's MUB Position: Q1 2026 in Review

IMA Advisory Services held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 1,076 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #202.

IMA Advisory Services first reported a position in MUB in Q1 2023 and has held it in 9 quarters since. The position peaked at $115K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

IMA Advisory Services held 1,076 shares of iShares National Muni Bond ETF worth $114K as of Q1 2026.
IMA Advisory Services left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #202 holding.
IMA Advisory Services first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 9 quarters since.
IMA Advisory Services's iShares National Muni Bond ETF position peaked at $115K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.