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

Insigneo 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	$544K	Hold	5,123	–	–	0.04%	361
2025 Q4	$549K	Buy	+5,123	New	+$548K	0.04%	345
2025 Q2	–	Sell	-2,460	Closed	-$259K	–	693
2025 Q1	$259K	Buy	2,460 +110	+5%	+$11.7K	0.03%	451
2024 Q4	$250K	Sell	2,350 -2,068	-47%	-$222K	0.03%	464
2024 Q3	$480K	Buy	4,418 +4	+0.1%	+$431	0.05%	323
2024 Q2	$478K	Buy	+4,414	New	+$470K	0.05%	307

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

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

Insigneo Advisory Services held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 5,123 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #361.

Insigneo Advisory Services first reported a position in MUB in Q2 2024 and has held it in 6 quarters since. The position peaked at $549K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Insigneo Advisory Services held 5,123 shares of iShares National Muni Bond ETF worth $544K as of Q1 2026.
Insigneo Advisory Services left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #361 holding.
Insigneo Advisory Services first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 6 quarters since.
Insigneo Advisory Services's iShares National Muni Bond ETF position peaked at $549K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.