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Journey Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Journey Advisory Group’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 		$445K Buy
4,135
+413
+11% +$44.2K 0.03% 211
2026
Q1 		$394K Buy
3,722
+42
+1% +$4.52K 0.03% 196
2025
Q4 		$393K Buy
3,680
+1,603
+77% +$172K 0.03% 213
2025
Q3 		$221K Hold
2,077
– – 0.02% 254
2025
Q2 		$217K Hold
2,077
– – 0.02% 268
2025
Q1 		$219K Buy
2,077
+11
+0.5% +$1.17K 0.02% 264
2024
Q4 		$220K Hold
2,066
– – 0.03% 215
2024
Q3 		$220K Hold
2,066
– – 0.03% 215
2024
Q2 		$220K Hold
2,066
– – 0.03% 216
2024
Q1 		$222K Hold
2,066
– – 0.03% 226
2023
Q4 		$224K Hold
2,066
– – 0.03% 206
2023
Q3 		$212K Sell
2,066
-423
-17% -$44.6K 0.03% 206
2023
Q2 		$266K Hold
2,489
– – 0.04% 192
2023
Q1 		$268K Sell
2,489
-53
-2% -$5.66K 0.04% 197
2022
Q4 		$268K Sell
2,542
-2,766
-52% -$288K 0.07% 190
2022
Q3 		$544K Sell
5,308
-2,615
-33% -$278K 0.14% 135
2022
Q2 		$860K Sell
7,923
-752
-9% -$80.2K 0.2% 105
2022
Q1 		$951K Buy
8,675
+316
+4% +$35.7K 0.24% 92
2021
Q4 		$972K Buy
8,359
+380
+5% +$44.1K 0.27% 83
2021
Q3 		$927K Buy
7,979
+448
+6% +$52.5K 0.3% 79
2021
Q2 		$883K Buy
7,531
+447
+6% +$52.2K 0.28% 77
2021
Q1 		$822K Buy
7,084
+2,785
+65% +$325K 0.29% 77
2020
Q4 		$504K Buy
+4,299
New +$499K 0.19% 101

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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

Journey Advisory Group's MUB Position: Q2 2026 in Review

Journey Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $44.2K and bringing the position to 4,135 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #211.

Journey Advisory Group first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $972K in Q4 2021. 1,316 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Journey Advisory Group held 4,135 shares of iShares National Muni Bond ETF worth $445K as of Q2 2026.
  • Journey Advisory Group bought 413 iShares National Muni Bond ETF shares in Q2 2026, an estimated $44.2K.
  • iShares National Muni Bond ETF made up 0.03% of Journey Advisory Group's portfolio in Q2 2026, its #211 holding.
  • Journey Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's iShares National Muni Bond ETF position peaked at $972K in Q4 2021.
  • 1,316 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.