Lynx Investment Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Lynx Investment Advisory’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	$523K	Sell	4,863 -70	-1%	-$7.49K	0.17%	139
2026 Q1	$524K	Buy	4,933 +2,869	+139%	+$308K	0.25%	91
2025 Q4	$221K	Buy	+2,064	New	+$221K	0.12%	154
2025 Q1	–	Sell	-3,614	Closed	-$385K	–	154
2024 Q4	$385K	Sell	3,614 -5	-0.1%	-$537	0.26%	86
2024 Q3	$393K	Buy	3,619 +1,775	+96%	+$191K	0.28%	81
2024 Q2	$196K	Buy	+1,844	New	+$196K	0.15%	132

Other funds holding MUB

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lynx Investment Advisory's MUB Position: Q2 2026 in Review

Lynx Investment Advisory reduced its iShares National Muni Bond ETF (MUB) stake by 1.4% in Q2 2026, selling an estimated $7.49K and leaving 4,863 shares worth $523K. The position accounts for 0.17% of the portfolio, ranked #139.

Lynx Investment Advisory first reported a position in MUB in Q2 2024 and has held it in 6 quarters since. The position peaked at $524K in Q1 2026. 713 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Lynx Investment Advisory held 4,863 shares of iShares National Muni Bond ETF worth $523K as of Q2 2026.
Lynx Investment Advisory sold 70 iShares National Muni Bond ETF shares in Q2 2026, an estimated $7.49K.
iShares National Muni Bond ETF made up 0.17% of Lynx Investment Advisory's portfolio in Q2 2026, its #139 holding.
Lynx Investment Advisory first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 6 quarters since.
Lynx Investment Advisory's iShares National Muni Bond ETF position peaked at $524K in Q1 2026.
713 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.