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 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	–	395
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	–	–	405
2020 Q4	$0	Sell	2 -24	-92%	-$2.79K	﹤0.01%	379
2020 Q3	$3K	Buy	+26	New	+$3.02K	﹤0.01%	267

Other funds holding MUB

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return