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

LVW 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 		$363K Sell
3,377
-152
-4% -$16.3K 0.03% 302
2026
Q1 		$375K Buy
+3,529
New +$379K 0.04% 270
2018
Q1 		– Sell
-8,427
Closed -$933K – 146
2017
Q4 		$933K Buy
+8,427
New +$933K 0.27% 65

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

LVW Advisors's MUB Position: Q2 2026 in Review

LVW Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 4.3% in Q2 2026, selling an estimated $16.3K and leaving 3,377 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #302.

LVW Advisors first reported a position in MUB in Q4 2017 and has held it in 3 quarters since. The position peaked at $933K in Q4 2017. 840 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • LVW Advisors held 3,377 shares of iShares National Muni Bond ETF worth $363K as of Q2 2026.
  • LVW Advisors sold 152 iShares National Muni Bond ETF shares in Q2 2026, an estimated $16.3K.
  • iShares National Muni Bond ETF made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #302 holding.
  • LVW Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • LVW Advisors's iShares National Muni Bond ETF position peaked at $933K in Q4 2017.
  • 840 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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