Joel Adams & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Joel Adams & Associates’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	$3.33M	Buy	30,985 +4,779	+18%	+$511K	2.14%	10
2026 Q1	$2.78M	Sell	26,206 -795	-3%	-$85.5K	2.07%	11
2025 Q4	$2.89M	Sell	27,001 -2,718	-9%	-$291K	2.17%	10
2025 Q3	$3.16M	Buy	29,719 +5,637	+23%	+$590K	2.55%	10
2025 Q2	$2.52M	Sell	24,082 -6,131	-20%	-$637K	2.23%	9
2025 Q1	$3.19M	Sell	30,213 -629	-2%	-$66.9K	2.87%	8
2024 Q4	$3.29M	Buy	+30,842	New	+$3.31M	2.99%	8

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Joel Adams & Associates's MUB Position: Q2 2026 in Review

Joel Adams & Associates increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q2 2026, buying an estimated $511K and bringing the position to 30,985 shares worth $3.33M. The position accounts for 2.14% of the portfolio, ranked #10.

Joel Adams & Associates first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Joel Adams & Associates held 30,985 shares of iShares National Muni Bond ETF worth $3.33M as of Q2 2026.
Joel Adams & Associates bought 4,779 iShares National Muni Bond ETF shares in Q2 2026, an estimated $511K.
iShares National Muni Bond ETF made up 2.14% of Joel Adams & Associates's portfolio in Q2 2026, its #10 holding.
Joel Adams & Associates first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.