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J.W. Cole Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

J.W. Cole 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 		$2.23M Buy
+20,710
New +$2.21M 0.04% 465
2026
Q1 		– Sell
-19,080
Closed -$1.79M – 1214
2025
Q4 		$1.79M Buy
19,080
+2,122
+13% +$227K 0.04% 429
2025
Q3 		$1.81M Buy
16,958
+2,248
+15% +$235K 0.03% 499
2025
Q2 		$1.54M Buy
14,710
+2,867
+24% +$298K 0.03% 511
2025
Q1 		$1.25M Buy
11,843
+4,960
+72% +$527K 0.04% 465
2024
Q4 		$733K Sell
6,883
-2,949
-30% -$317K 0.03% 506
2024
Q3 		$1.07M Sell
9,832
-990
-9% -$107K 0.04% 381
2024
Q2 		$1.15M Sell
10,822
-1,220
-10% -$130K 0.05% 324
2024
Q1 		$1.29M Sell
12,042
-532
-4% -$57.4K 0.07% 289
2023
Q4 		$1.36M Buy
12,574
+3,474
+38% +$363K 0.08% 250
2023
Q3 		$933K Sell
9,100
-1,904
-17% -$201K 0.07% 271
2023
Q2 		$1.17M Sell
11,004
-13,680
-55% -$1.46M 0.08% 243
2023
Q1 		$2.66M Buy
24,684
+2,464
+11% +$263K 0.19% 135
2022
Q4 		$2.34M Buy
22,220
+1,466
+7% +$153K 0.18% 139
2022
Q3 		$2.13M Sell
20,754
-3,561
-15% -$379K 0.18% 138
2022
Q2 		$2.59M Sell
24,315
-22,878
-48% -$2.44M 0.21% 122
2022
Q1 		$5.17M Buy
47,193
+497
+1% +$56.1K 0.35% 60
2021
Q4 		$5.43M Buy
+46,696
New +$5.42M 0.35% 57
2021
Q3 		– Sell
-11,488
Closed -$1.35M – 657
2021
Q2 		$1.35M Buy
11,488
+1,406
+14% +$164K 0.11% 219
2021
Q1 		$1.17M Sell
10,082
-445
-4% -$51.9K 0.11% 219
2020
Q4 		$1.23M Sell
10,527
-8,006
-43% -$930K 0.13% 194
2020
Q3 		$2.15M Buy
+18,533
New +$2.15M 0.16% 143
2020
Q1 		– Sell
-9,988
Closed -$1.14M – 359
2019
Q4 		$1.14M Buy
+9,988
New +$1.14M 0.14% 168

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
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FG
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

J.W. Cole Advisors's MUB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 20,710 shares worth $2.23M. The stake represents 0.04% of the portfolio and ranks #465 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MUB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in MUB in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.43M in Q4 2021. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • J.W. Cole Advisors held 20,710 shares of iShares National Muni Bond ETF worth $2.23M as of Q2 2026.
  • iShares National Muni Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #465 holding.
  • J.W. Cole Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • J.W. Cole Advisors's iShares National Muni Bond ETF position peaked at $5.43M in Q4 2021.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.