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Laurel Wealth Advisors (North Carolina)’s iShares National Muni Bond ETF MUB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.33M Buy
12,312
+200
+2% +$21.4K 0.13% 101
2026
Q1 		$1.3M Buy
12,112
+7
+0.1% +$753 0.13% 101
2025
Q4 		$1.3M Buy
12,105
+725
+6% +$77.6K 0.17% 104
2025
Q3 		$1.21M Buy
11,380
+916
+9% +$95.9K 0.17% 104
2025
Q2 		$1.09M Buy
10,464
+719
+7% +$74.8K 0.16% 107
2025
Q1 		$1.03M Buy
9,745
+363
+4% +$38.6K 0.16% 106
2024
Q4 		$1,000K Buy
9,382
+299
+3% +$32.1K 0.16% 108
2024
Q3 		$987K Buy
9,083
+166
+2% +$17.9K 0.16% 107
2024
Q2 		$950K Sell
8,917
-107
-1% -$11.4K 0.16% 107
2024
Q1 		$971K Buy
9,024
+11
+0.1% +$1.19K 0.17% 107
2023
Q4 		$977K Sell
9,013
-5,005
-36% -$523K 0.19% 102
2023
Q3 		$1.44M Sell
14,018
-1,387
-9% -$146K 0.3% 79
2023
Q2 		$1.64M Buy
15,405
+473
+3% +$50.6K 0.33% 75
2023
Q1 		$1.61M Buy
14,932
+1,123
+8% +$120K 0.34% 75
2022
Q4 		$1.46M Sell
13,809
-7,436
-35% -$775K 0.33% 73
2022
Q3 		$2.18M Buy
21,245
+1,692
+9% +$180K 0.54% 56
2022
Q2 		$2.08M Sell
19,553
-12,444
-39% -$1.33M 0.5% 63
2022
Q1 		$3.51M Buy
31,997
+924
+3% +$104K 0.74% 39
2021
Q4 		$3.61M Buy
31,073
+1,513
+5% +$176K 0.74% 41
2021
Q3 		$3.43M Buy
29,560
+393
+1% +$46.1K 0.76% 40
2021
Q2 		$3.42M Buy
29,167
+1,235
+4% +$144K 0.74% 42
2021
Q1 		$3.24M Buy
27,932
+2,201
+9% +$257K 0.79% 40
2020
Q4 		$3.02M Buy
25,731
+1,730
+7% +$201K 0.78% 41
2020
Q3 		$2.78M Buy
24,001
+2,796
+13% +$325K 0.83% 37
2020
Q2 		$2.45M Sell
21,205
-1,148
-5% -$130K 0.8% 40
2020
Q1 		$2.53M Buy
22,353
+671
+3% +$76.6K 0.95% 34
2019
Q4 		$2.47M Buy
21,682
+2,382
+12% +$271K 0.78% 42
2019
Q3 		$2.2M Buy
19,300
+6,187
+47% +$706K 0.75% 41
2019
Q2 		$1.48M Buy
13,113
+185
+1% +$20.7K 0.52% 55
2019
Q1 		$1.44M Buy
12,928
+1,737
+16% +$190K 0.53% 57
2018
Q4 		$1.22M Buy
+11,191
New +$1.2M 0.49% 56

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MUB Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares National Muni Bond ETF (MUB) stake by 1.7% in Q2 2026, buying an estimated $21.4K and bringing the position to 12,312 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #101.

Laurel Wealth Advisors (North Carolina) first reported a position in MUB in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.61M in Q4 2021. 342 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 12,312 shares of iShares National Muni Bond ETF worth $1.33M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 200 iShares National Muni Bond ETF shares in Q2 2026, an estimated $21.4K.
  • iShares National Muni Bond ETF made up 0.13% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #101 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s iShares National Muni Bond ETF position peaked at $3.61M in Q4 2021.
  • 342 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.