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Jackson Grant Investment Advisers’s iShares National Muni Bond ETF MUB Stock Holding History

Jackson Grant Investment Advisers’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 		$193K Buy
1,794
+1,104
+160% +$118K 0.06% 125
2026
Q1 		$73.2K Hold
690
– – 0.02% 181
2025
Q4 		$73.9K Buy
+690
New +$73.9K 0.02% 179
2024
Q4 		– Sell
-74
Closed -$8.04K – 406
2024
Q3 		$8.04K Buy
+74
New +$7.97K ﹤0.01% 279

Other funds holding MUB

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Jackson Grant Investment Advisers's MUB Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares National Muni Bond ETF (MUB) stake by 160% in Q2 2026, buying an estimated $118K and bringing the position to 1,794 shares worth $193K. The position accounts for 0.06% of the portfolio, ranked #125.

Jackson Grant Investment Advisers first reported a position in MUB in Q3 2024 and has held it in 4 quarters since. 848 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,794 shares of iShares National Muni Bond ETF worth $193K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 1,104 iShares National Muni Bond ETF shares in Q2 2026, an estimated $118K.
  • iShares National Muni Bond ETF made up 0.06% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #125 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 848 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.