Investment Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Investment Advisory Group’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	$510K	Hold	4,802	–	–	0.13%	109
2025 Q4	$514K	Buy	+4,802	New	+$514K	0.13%	108
2023 Q4	–	Sell	-2,033	Closed	-$208K	–	150
2023 Q3	$208K	Hold	2,033	–	–	0.11%	134
2023 Q2	$217K	Hold	2,033	–	–	0.11%	129
2023 Q1	$219K	Sell	2,033 -550	-21%	-$58.8K	0.13%	126
2022 Q4	$273K	Sell	2,583 -740	-22%	-$77.1K	0.17%	105
2022 Q3	$341K	Buy	3,323 +300	+10%	+$31.9K	0.24%	79
2022 Q2	$321K	Sell	3,023 -127	-4%	-$13.6K	0.22%	85
2022 Q1	$345K	Hold	3,150	–	–	0.21%	85
2021 Q4	$355K	Buy	+3,150	New	+$366K	0.23%	79

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

Investment Advisory Group's MUB Position: Q1 2026 in Review

Investment Advisory Group held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 4,802 shares worth $510K. The position accounts for 0.13% of the portfolio, ranked #109.

Investment Advisory Group first reported a position in MUB in Q4 2021 and has held it in 10 quarters since. The position peaked at $514K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Investment Advisory Group held 4,802 shares of iShares National Muni Bond ETF worth $510K as of Q1 2026.
Investment Advisory Group left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.13% of Investment Advisory Group's portfolio in Q1 2026, its #109 holding.
Investment Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 10 quarters since.
Investment Advisory Group's iShares National Muni Bond ETF position peaked at $514K in Q4 2025.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.