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

Invested 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 		$2M Buy
18,606
+3,034
+19% +$324K 1.77% 12
2026
Q1 		$1.65M Buy
15,572
+786
+5% +$84.5K 1.67% 15
2025
Q4 		$1.58M Sell
14,786
-7,343
-33% -$786K 1.64% 14
2025
Q3 		$2.35M Buy
+22,129
New +$2.32M 3.42% 6

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Invested Advisors's MUB Position: Q2 2026 in Review

Invested Advisors increased its iShares National Muni Bond ETF (MUB) stake by 19% in Q2 2026, buying an estimated $324K and bringing the position to 18,606 shares worth $2M. The position accounts for 1.77% of the portfolio, ranked #12.

Invested Advisors first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.35M in Q3 2025. 1,021 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Invested Advisors held 18,606 shares of iShares National Muni Bond ETF worth $2M as of Q2 2026.
  • Invested Advisors bought 3,034 iShares National Muni Bond ETF shares in Q2 2026, an estimated $324K.
  • iShares National Muni Bond ETF made up 1.77% of Invested Advisors's portfolio in Q2 2026, its #12 holding.
  • Invested Advisors first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's iShares National Muni Bond ETF position peaked at $2.35M in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.