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

Lifeworks 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 		$5.3M Sell
49,288
-1,337
-3% -$143K 0.56% 58
2026
Q1 		$5.37M Buy
50,625
+2,609
+5% +$281K 0.69% 50
2025
Q4 		$5.14M Buy
48,016
+1,913
+4% +$205K 0.67% 48
2025
Q3 		$4.91M Sell
46,103
-958
-2% -$100K 0.65% 56
2025
Q2 		$4.92M Buy
47,061
+8,416
+22% +$875K 0.73% 39
2025
Q1 		$4.07M Buy
38,645
+4,121
+12% +$438K 0.68% 40
2024
Q4 		$3.68M Sell
34,524
-1,009
-3% -$108K 0.66% 47
2024
Q3 		$3.86M Buy
35,533
+8,520
+32% +$918K 0.76% 38
2024
Q2 		$2.88M Buy
27,013
+404
+2% +$43K 0.8% 34
2024
Q1 		$2.86M Buy
26,609
+11,296
+74% +$1.22M 0.8% 36
2023
Q4 		$1.66M Buy
15,313
+2,108
+16% +$220K 0.57% 55
2023
Q3 		$1.35M Buy
13,205
+3,214
+32% +$339K 0.53% 57
2023
Q2 		$1.07M Buy
9,991
+4,479
+81% +$479K 0.45% 73
2023
Q1 		$594K Buy
+5,512
New +$589K 0.28% 96

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lifeworks Advisors's MUB Position: Q2 2026 in Review

Lifeworks Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 2.6% in Q2 2026, selling an estimated $143K and leaving 49,288 shares worth $5.3M. The position accounts for 0.56% of the portfolio, ranked #58.

Lifeworks Advisors first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.37M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Lifeworks Advisors held 49,288 shares of iShares National Muni Bond ETF worth $5.3M as of Q2 2026.
  • Lifeworks Advisors sold 1,337 iShares National Muni Bond ETF shares in Q2 2026, an estimated $143K.
  • iShares National Muni Bond ETF made up 0.56% of Lifeworks Advisors's portfolio in Q2 2026, its #58 holding.
  • Lifeworks Advisors first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Lifeworks Advisors's iShares National Muni Bond ETF position peaked at $5.37M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.