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 Q2	$2.73M	Sell	25,361 -191,448	-88%	-$20.5M	0.06%	217
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 $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Independent Advisor Alliance's MUB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares National Muni Bond ETF (MUB) stake by 88% in Q2 2026, selling an estimated $20.5M and leaving 25,361 shares worth $2.73M. The position accounts for 0.06% of the portfolio, ranked #217.

Independent Advisor Alliance first reported a position in MUB in Q4 2019 and has held it in 9 quarters since. The position peaked at $23M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Independent Advisor Alliance held 25,361 shares of iShares National Muni Bond ETF worth $2.73M as of Q2 2026.
Independent Advisor Alliance sold 191,448 iShares National Muni Bond ETF shares in Q2 2026, an estimated $20.5M.
iShares National Muni Bond ETF made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #217 holding.
Independent Advisor Alliance first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 9 quarters since.
Independent Advisor Alliance's iShares National Muni Bond ETF position peaked at $23M in Q1 2026.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.