JNBA Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

JNBA Financial 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	$879K	Hold	8,170	–	–	0.07%	110
2026 Q1	$867K	Hold	8,170	–	–	0.07%	108
2025 Q4	$875K	Buy	8,170 +281	+4%	+$30.1K	0.08%	109
2025 Q3	$840K	Hold	7,889	–	–	0.08%	104
2025 Q2	$824K	Sell	7,889 -3,609	-31%	-$375K	0.08%	100
2025 Q1	$1.21M	Hold	11,498	–	–	0.13%	78
2024 Q4	$1.23M	Hold	11,498	–	–	0.13%	78
2024 Q3	$1.25M	Hold	11,498	–	–	0.13%	78
2024 Q2	$1.23M	Sell	11,498 -471	-4%	-$50.2K	0.13%	80
2024 Q1	$1.29M	Hold	11,969	–	–	0.14%	81
2023 Q4	$1.3M	Sell	11,969 -561	-4%	-$58.6K	0.15%	85
2023 Q3	$1.28M	Hold	12,530	–	–	0.16%	82
2023 Q2	$1.34M	Hold	12,530	–	–	0.16%	82
2023 Q1	$1.35M	Hold	12,530	–	–	0.18%	83
2022 Q4	$1.32M	Buy	12,530 +245	+2%	+$25.5K	0.18%	79
2022 Q3	$1.26M	Sell	12,285 -217	-2%	-$23.1K	0.19%	78
2022 Q2	$1.33M	Buy	12,502 +1,678	+16%	+$179K	0.2%	75
2022 Q1	$1.19M	Buy	10,824 +548	+5%	+$61.8K	0.16%	84
2021 Q4	$1.2M	Sell	10,276 -7	-0.1%	-$813	0.15%	89
2021 Q3	$1.2M	Buy	10,283 +7	+0.1%	+$821	0.16%	84
2021 Q2	$1.2M	Hold	10,276	–	–	0.16%	83
2021 Q1	$1.19M	Hold	10,276	–	–	0.17%	78
2020 Q4	$1.2M	Buy	10,276 +415	+4%	+$48.2K	0.2%	74
2020 Q3	$1.14M	Hold	9,861	–	–	0.23%	69
2020 Q2	$1.14M	Buy	9,861 +87	+0.9%	+$9.88K	0.24%	68
2020 Q1	$1.1M	Sell	9,774 -272	-3%	-$31K	0.27%	58
2019 Q4	$1.14M	Hold	10,046	–	–	0.22%	70
2019 Q3	$1.15M	Hold	10,046	–	–	0.23%	60
2019 Q2	$1.14M	Hold	10,046	–	–	0.23%	61
2019 Q1	$1.12M	Hold	10,046	–	–	0.24%	55
2018 Q4	$1.09M	Buy	10,046 +9,846	+4,923%	+$1.06M	0.25%	51
2018 Q3	$22K	Sell	200 -1,746	-90%	-$190K	0.01%	304
2018 Q2	$212K	Sell	1,946 -22	-1%	-$2.39K	0.04%	126
2018 Q1	$214K	Hold	1,968	–	–	0.05%	122
2017 Q4	$218K	Hold	1,968	–	–	0.05%	120
2017 Q3	$218K	Hold	1,968	–	–	0.05%	112
2017 Q2	$217K	Sell	1,968 -42	-2%	-$4.62K	0.05%	111
2017 Q1	$219K	Buy	2,010 +270	+16%	+$29.3K	0.05%	111
2016 Q4	$188K	Sell	1,740 -941	-35%	-$103K	0.05%	116
2016 Q3	$302K	Buy	2,681 +941	+54%	+$107K	0.04%	163
2016 Q2	$198K	Hold	1,740	–	–	0.06%	114
2016 Q1	$194K	Hold	1,740	–	–	0.07%	102
2015 Q4	$193K	Buy	1,740 +454	+35%	+$49.8K	0.07%	101
2015 Q3	$141K	Buy	1,286 +460	+56%	+$50.1K	0.06%	114
2015 Q2	$89K	Hold	826	–	–	0.03%	140
2015 Q1	$91K	Hold	826	–	–	0.04%	144
2014 Q4	$91K	Hold	826	–	–	0.04%	143
2014 Q3	$91K	Hold	826	–	–	0.04%	146
2014 Q2	$90K	Hold	826	–	–	0.04%	137
2014 Q1	$88K	Hold	826	–	–	0.05%	133
2013 Q4	$86K	Sell	826 -384	-32%	-$40.1K	0.05%	131
2013 Q3	$126K	Sell	1,210 -133	-10%	-$13.7K	0.08%	101
2013 Q2	$141K	Buy	+1,343	New	+$147K	0.1%	94

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

JNBA Financial Advisors's MUB Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 8,170 shares worth $879K. The position accounts for 0.07% of the portfolio, ranked #110.

JNBA Financial Advisors first reported a position in MUB in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.35M in Q1 2023. 647 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

JNBA Financial Advisors held 8,170 shares of iShares National Muni Bond ETF worth $879K as of Q2 2026.
JNBA Financial Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.07% of JNBA Financial Advisors's portfolio in Q2 2026, its #110 holding.
JNBA Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's iShares National Muni Bond ETF position peaked at $1.35M in Q1 2023.
647 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.