Lloyd Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Lloyd Advisory Services’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	–	Sell	-19,944	Closed	-$2.12M	–	860
2026 Q1	$2.12M	Buy	19,944 +19,810	+14,784%	+$2.13M	0.61%	19
2025 Q4	$14.4K	Buy	+134	New	+$14.3K	0.01%	367
2022 Q2	–	Sell	-146	Closed	-$16K	–	379
2022 Q1	$16K	Sell	146 -14	-9%	-$1.58K	0.01%	368
2021 Q4	$19K	Buy	160 +4	+3%	+$464	0.01%	296
2021 Q3	$18K	Buy	156 +27	+21%	+$3.17K	0.01%	261
2021 Q2	$15K	Buy	+129	New	+$15.1K	0.01%	249
2021 Q1	–	Sell	-2	Closed	–	–	403
2020 Q4	$0	Sell	2 -24	-92%	-$2.79K	﹤0.01%	378
2020 Q3	$3K	Buy	+26	New	+$3.02K	﹤0.01%	267

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

Lloyd Advisory Services's MUB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 19,944 shares — an estimated $2.12M sold.

Lloyd Advisory Services first reported a position in MUB in Q3 2020 and held it in 8 quarters. The position peaked at $2.12M in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Lloyd Advisory Services reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 19,944 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.12M.
Lloyd Advisory Services first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 8 quarters.
Lloyd Advisory Services's iShares National Muni Bond ETF position peaked at $2.12M in Q1 2026.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.