Intrua Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Intrua Financial’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	$475K	Hold	4,411	–	–	0.04%	292
2026 Q1	$468K	Hold	4,411	–	–	0.05%	273
2025 Q4	$472K	Hold	4,411	–	–	0.05%	268
2025 Q3	$470K	Buy	+4,411	New	+$462K	0.05%	264
2022 Q3	–	Sell	-3,537	Closed	-$376K	–	340
2022 Q2	$376K	Sell	3,537 -261	-7%	-$27.9K	0.08%	254
2022 Q1	$416K	Buy	3,798 +1,445	+61%	+$163K	0.07%	255
2021 Q4	$274K	Sell	2,353 -89	-4%	-$10.3K	0.05%	312
2021 Q3	$283K	Buy	2,442 +76	+3%	+$8.91K	0.05%	297
2021 Q2	$277K	Buy	+2,366	New	+$276K	0.07%	237

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Intrua Financial's MUB Position: Q2 2026 in Review

Intrua Financial held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 4,411 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #292.

Intrua Financial first reported a position in MUB in Q2 2021 and has held it in 9 quarters since. 900 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Intrua Financial held 4,411 shares of iShares National Muni Bond ETF worth $475K as of Q2 2026.
Intrua Financial left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #292 holding.
Intrua Financial first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 9 quarters since.
900 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.