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

JFS 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 		$41.7M Buy
387,660
+1,667
+0.4% +$178K 2.08% 11
2026
Q1 		$41M Buy
385,993
+4,141
+1% +$445K 2.29% 9
2025
Q4 		$40.9M Buy
381,852
+6,175
+2% +$661K 2.3% 9
2025
Q3 		$40M Sell
375,677
-7,605
-2% -$796K 2.34% 10
2025
Q2 		$40M Sell
383,282
-116,418
-23% -$12.1M 2.55% 9
2025
Q1 		$52.7M Buy
499,700
+3,711
+0.7% +$395K 3.57% 7
2024
Q4 		$52.8M Buy
495,989
+30,600
+7% +$3.29M 3.61% 6
2024
Q3 		$50.6M Buy
465,389
+31,475
+7% +$3.39M 3.38% 6
2024
Q2 		$46.2M Sell
433,914
-486
-0.1% -$51.8K 3.65% 6
2024
Q1 		$46.7M Buy
434,400
+5,310
+1% +$573K 3.71% 6
2023
Q4 		$46.5M Buy
429,090
+12,435
+3% +$1.3M 3.95% 6
2023
Q3 		$42.7M Sell
416,655
-11,024
-3% -$1.16M 4.03% 5
2023
Q2 		$45.6M Buy
427,679
+8,408
+2% +$899K 4.11% 6
2023
Q1 		$45.2M Sell
419,271
-1,066
-0.3% -$114K 4.26% 6
2022
Q4 		$44.4M Buy
420,337
+1,458
+0.3% +$152K 4.34% 5
2022
Q3 		$43M Sell
418,879
-49,454
-11% -$5.26M 4.71% 5
2022
Q2 		$49.8M Buy
468,333
+224,322
+92% +$23.9M 5.26% 4
2022
Q1 		$26.8M Buy
244,011
+148,380
+155% +$16.7M 2.53% 9
2021
Q4 		$11.1M Sell
95,631
-2,141
-2% -$249K 1.05% 18
2021
Q3 		$11.4M Buy
97,772
+1,715
+2% +$201K 1.17% 17
2021
Q2 		$11.3M Buy
96,057
+7,072
+8% +$826K 1.68% 12
2021
Q1 		$10.3M Buy
88,985
+569
+0.6% +$66.4K 2.11% 10
2020
Q4 		$10.4M Buy
88,416
+3,402
+4% +$395K 2.18% 10
2020
Q3 		$9.86M Sell
85,014
-1,111
-1% -$129K 2.34% 10
2020
Q2 		$9.94M Sell
86,125
-1,431
-2% -$162K 2.58% 9
2020
Q1 		$9.89M Sell
87,556
-3,223
-4% -$368K 2.97% 8
2019
Q4 		$10.3M Sell
90,779
-972
-1% -$111K 2.55% 9
2019
Q3 		$10.5M Sell
91,751
-5,907
-6% -$674K 2.67% 9
2019
Q2 		$11M Sell
97,658
-813
-0.8% -$91K 2.8% 9
2019
Q1 		$10.9M Sell
98,471
-9,063
-8% -$994K 2.85% 9
2018
Q4 		$11.7M Buy
107,534
+59,919
+126% +$6.45M 3.14% 6
2018
Q3 		$5.14M Sell
47,615
-5,900
-11% -$641K 1.32% 19
2018
Q2 		$5.83M Hold
53,515
– – 1.54% 16
2018
Q1 		$5.83M Hold
53,515
– – 1.54% 17
2017
Q4 		$5.93M Buy
53,515
+32,770
+158% +$3.63M 1.45% 19
2017
Q3 		$2.3M Buy
20,745
+132
+0.6% +$14.6K 0.59% 41
2017
Q2 		$2.27M Sell
20,613
-24,592
-54% -$2.7M 0.62% 41
2017
Q1 		$4.89M Hold
45,205
– – 1.32% 20
2016
Q4 		$4.89M Buy
45,205
+40,035
+774% +$4.38M 1.32% 20
2016
Q3 		$583K Hold
5,170
– – 0.17% 80
2016
Q2 		$589K Hold
5,170
– – 0.16% 85
2016
Q1 		$577K Hold
5,170
– – 0.17% 80
2015
Q4 		$572K Buy
+5,170
New +$567K 0.16% 81

Other funds holding MUB

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

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

JFS Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 0.43% in Q2 2026, buying an estimated $178K and bringing the position to 387,660 shares worth $41.7M. The position accounts for 2.08% of the portfolio, ranked #11.

JFS Wealth Advisors first reported a position in MUB in Q4 2015 and has held it in 43 quarters since. The position peaked at $52.8M in Q4 2024. 771 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • JFS Wealth Advisors held 387,660 shares of iShares National Muni Bond ETF worth $41.7M as of Q2 2026.
  • JFS Wealth Advisors bought 1,667 iShares National Muni Bond ETF shares in Q2 2026, an estimated $178K.
  • iShares National Muni Bond ETF made up 2.08% of JFS Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • JFS Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • JFS Wealth Advisors's iShares National Muni Bond ETF position peaked at $52.8M in Q4 2024.
  • 771 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.