Independent Advisor Alliance’s iShares National Muni Bond ETF MUB Stock Holding History

Independent Advisor Alliance’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	$23M	Buy	216,809 +194,443	+869%	+$20.9M	0.25%	80
2025 Q4	$2.4M	Buy	22,366 +481	+2%	+$51.5K	0.06%	269
2025 Q3	$2.33M	Sell	21,885 -1,518	-6%	-$159K	0.06%	261
2025 Q2	$2.45M	Sell	23,403 -11,505	-33%	-$1.2M	0.07%	237
2025 Q1	$3.68M	Sell	34,908 -92,443	-73%	-$9.83M	0.12%	154
2024 Q4	$13.6M	Buy	127,351 +122,710	+2,644%	+$13.2M	0.18%	121
2024 Q3	$504K	Buy	+4,641	New	+$500K	0.02%	458
2020 Q1	–	Sell	-77,014	Closed	-$8.77M	–	696
2019 Q4	$8.77M	Buy	+77,014	New	+$8.77M	0.38%	59

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

Independent Advisor Alliance's MUB Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares National Muni Bond ETF (MUB) stake by 869% in Q1 2026, buying an estimated $20.9M and bringing the position to 216,809 shares worth $23M. The position accounts for 0.25% of the portfolio, ranked #80.

Independent Advisor Alliance first reported a position in MUB in Q4 2019 and has held it in 8 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Independent Advisor Alliance held 216,809 shares of iShares National Muni Bond ETF worth $23M as of Q1 2026.
Independent Advisor Alliance bought 194,443 iShares National Muni Bond ETF shares in Q1 2026, an estimated $20.9M.
iShares National Muni Bond ETF made up 0.25% of Independent Advisor Alliance's portfolio in Q1 2026, its #80 holding.
Independent Advisor Alliance first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 8 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.