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

IVC Wealth 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	$274K	Sell	2,549 -13	-0.5%	-$1.39K	0.11%	145
2026 Q1	$272K	Buy	2,562 +1	+0%	+$108	0.12%	141
2025 Q4	$274K	Sell	2,561 -3	-0.1%	-$321	0.12%	142
2025 Q3	$273K	Buy	+2,564	New	+$268K	0.12%	145

Other funds holding MUB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

IVC Wealth Advisors's MUB Position: Q2 2026 in Review

IVC Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.51% in Q2 2026, selling an estimated $1.39K and leaving 2,549 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #145.

IVC Wealth Advisors first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

IVC Wealth Advisors held 2,549 shares of iShares National Muni Bond ETF worth $274K as of Q2 2026.
IVC Wealth Advisors sold 13 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.39K.
iShares National Muni Bond ETF made up 0.11% of IVC Wealth Advisors's portfolio in Q2 2026, its #145 holding.
IVC Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.