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

Kovack 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
2025
Q2 		– Sell
-2,808
Closed -$296K – 639
2025
Q1 		$296K Buy
+2,808
New +$299K 0.03% 429
2022
Q4 		– Sell
-2,183
Closed -$224K – 610
2022
Q3 		$224K Sell
2,183
-162
-7% -$17.2K 0.03% 494
2022
Q2 		$249K Sell
2,345
-1,696
-42% -$181K 0.03% 501
2022
Q1 		$443K Buy
4,041
+52
+1% +$5.87K 0.05% 421
2021
Q4 		$464K Buy
3,989
+459
+13% +$53.3K 0.04% 403
2021
Q3 		$410K Buy
3,530
+1,170
+50% +$137K 0.04% 421
2021
Q2 		$277K Sell
2,360
-40
-2% -$4.67K 0.03% 542
2021
Q1 		$279K Buy
2,400
+116
+5% +$13.5K 0.04% 489
2020
Q4 		$268K Buy
2,284
+429
+23% +$49.8K 0.04% 443
2020
Q3 		$215K Sell
1,855
-50
-3% -$5.81K 0.04% 408
2020
Q2 		$220K Buy
1,905
+1
+0.1% +$114 0.04% 387
2020
Q1 		$215K Sell
1,904
-2,382
-56% -$272K 0.05% 357
2019
Q4 		$488K Buy
4,286
+498
+13% +$56.7K 0.09% 251
2019
Q3 		$432K Buy
3,788
+441
+13% +$50.3K 0.09% 257
2019
Q2 		$379K Buy
+3,347
New +$375K 0.09% 252
2018
Q1 		– Sell
-2,927
Closed -$324K – 522
2017
Q4 		$324K Buy
+2,927
New +$324K 0.08% 285
2016
Q2 		– Sell
-3,480
Closed -$389K – 293
2016
Q1 		$389K Buy
+3,480
New +$387K 0.24% 111

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kovack Advisors's MUB Position: Q2 2025 in Review

Kovack Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 2,808 shares — an estimated $296K sold.

Kovack Advisors first reported a position in MUB in Q1 2016 and held it in 17 quarters. The position peaked at $488K in Q4 2019. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Kovack Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Kovack Advisors sold 2,808 iShares National Muni Bond ETF shares in Q2 2025, an estimated $296K.
  • Kovack Advisors first reported a position in iShares National Muni Bond ETF in Q1 2016 and held it in 17 quarters.
  • Kovack Advisors's iShares National Muni Bond ETF position peaked at $488K in Q4 2019.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Kovack Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.