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 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 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

Insight Advisors's MUB Position: Q1 2026 in Review

Insight Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.67% in Q1 2026, selling an estimated $2.8K and leaving 3,850 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #154.

Insight Advisors first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $420K in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Insight Advisors held 3,850 shares of iShares National Muni Bond ETF worth $409K as of Q1 2026.
Insight Advisors sold 26 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.8K.
iShares National Muni Bond ETF made up 0.08% of Insight Advisors's portfolio in Q1 2026, its #154 holding.
Insight Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Insight Advisors's iShares National Muni Bond ETF position peaked at $420K in Q3 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.