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

Insight 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 		$384K Sell
3,565
-285
-7% -$30.5K 0.07% 166
2026
Q1 		$409K Sell
3,850
-26
-0.7% -$2.8K 0.08% 154
2025
Q4 		$415K Sell
3,876
-63
-2% -$6.75K 0.06% 175
2025
Q3 		$420K Buy
3,939
+251
+7% +$26.3K 0.06% 172
2025
Q2 		$385K Buy
3,688
+1
+0% +$104 0.06% 183
2025
Q1 		$389K Hold
3,687
– – 0.07% 181
2024
Q4 		$393K Sell
3,687
-20
-0.5% -$2.15K 0.07% 186
2024
Q3 		$403K Hold
3,707
– – 0.07% 190
2024
Q2 		$395K Buy
3,707
+747
+25% +$79.6K 0.07% 185
2024
Q1 		$318K Buy
2,960
+42
+1% +$4.53K 0.06% 224
2023
Q4 		$316K Hold
2,918
– – 0.07% 205
2023
Q3 		$299K Hold
2,918
– – 0.07% 206
2023
Q2 		$311K Hold
2,918
– – 0.07% 206
2023
Q1 		$314K Hold
2,918
– – 0.07% 218
2022
Q4 		$309K Buy
+2,918
New +$304K 0.11% 238

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

Insight Advisors's MUB Position: Q2 2026 in Review

Insight Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 7.4% in Q2 2026, selling an estimated $30.5K and leaving 3,565 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #166.

Insight Advisors first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $420K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Insight Advisors held 3,565 shares of iShares National Muni Bond ETF worth $384K as of Q2 2026.
  • Insight Advisors sold 285 iShares National Muni Bond ETF shares in Q2 2026, an estimated $30.5K.
  • iShares National Muni Bond ETF made up 0.07% of Insight Advisors's portfolio in Q2 2026, its #166 holding.
  • Insight Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Insight Advisors's iShares National Muni Bond ETF position peaked at $420K in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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