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

LexAurum 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	$2.15M	Buy	20,004 +6,654	+50%	+$712K	0.25%	80
2026 Q1	$1.42M	Buy	+13,350	New	+$1.44M	0.18%	105
2025 Q3	$1.2M	Buy	11,235 +6,107	+119%	+$639K	0.17%	108
2025 Q2	$536K	Buy	5,128 +2,495	+95%	+$259K	0.08%	190
2025 Q1	$278K	Buy	2,633 +88	+3%	+$9.36K	0.05%	284
2024 Q4	$271K	Buy	+2,545	New	+$273K	0.05%	275
2024 Q3	–	Sell	-1,947	Closed	-$208K	–	319
2024 Q2	$208K	Buy	+1,947	New	+$207K	0.05%	281
2023 Q3	–	Sell	-3,693	Closed	-$394K	–	293
2023 Q2	$394K	Sell	3,693 -2,792	-43%	-$298K	0.12%	160
2023 Q1	$699K	Sell	6,485 -833	-11%	-$89K	0.23%	97
2022 Q4	$772K	Buy	7,318 +1,943	+36%	+$203K	0.28%	82
2022 Q3	$551K	Sell	5,375 -28	-0.5%	-$2.98K	0.21%	102
2022 Q2	$575K	Buy	5,403 +1,161	+27%	+$124K	0.22%	100
2022 Q1	$465K	Buy	4,242 +1,402	+49%	+$158K	0.15%	133
2021 Q4	$330K	Buy	+2,840	New	+$330K	0.11%	187
2021 Q2	–	Sell	-1,725	Closed	-$200K	–	285
2021 Q1	$200K	Sell	1,725 -298	-15%	-$34.8K	0.07%	233
2020 Q4	$237K	Buy	2,023 +247	+14%	+$28.7K	0.08%	218
2020 Q3	$206K	Buy	1,776 +42	+2%	+$4.88K	0.08%	211
2020 Q2	$200K	Buy	+1,734	New	+$197K	0.11%	191
2018 Q2	–	Sell	-7,241	Closed	-$789K	–	154
2018 Q1	$789K	Buy	7,241 +660	+10%	+$72K	0.67%	50
2017 Q4	$724K	Buy	+6,581	New	+$728K	0.68%	51

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

LexAurum Advisors's MUB Position: Q2 2026 in Review

LexAurum Advisors increased its iShares National Muni Bond ETF (MUB) stake by 50% in Q2 2026, buying an estimated $712K and bringing the position to 20,004 shares worth $2.15M. The position accounts for 0.25% of the portfolio, ranked #80.

LexAurum Advisors first reported a position in MUB in Q4 2017 and has held it in 20 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

LexAurum Advisors held 20,004 shares of iShares National Muni Bond ETF worth $2.15M as of Q2 2026.
LexAurum Advisors bought 6,654 iShares National Muni Bond ETF shares in Q2 2026, an estimated $712K.
iShares National Muni Bond ETF made up 0.25% of LexAurum Advisors's portfolio in Q2 2026, its #80 holding.
LexAurum Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 20 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.