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

Mayflower Financial 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 		$4.97M Sell
46,168
-567
-1% -$60.6K 0.43% 61
2026
Q1 		$4.96M Buy
46,735
+2,437
+6% +$262K 0.6% 40
2025
Q4 		$4.74M Buy
44,298
+2,243
+5% +$240K 0.57% 44
2025
Q3 		$4.48M Sell
42,055
-9,255
-18% -$969K 0.56% 43
2025
Q2 		$5.36M Sell
51,310
-13,108
-20% -$1.36M 0.75% 32
2025
Q1 		$6.79M Sell
64,418
-5,798
-8% -$617K 1.03% 18
2024
Q4 		$7.48M Buy
70,216
+2,489
+4% +$267K 1.12% 15
2024
Q3 		$7.36M Buy
67,727
+505
+0.8% +$54.4K 1.11% 16
2024
Q2 		$7.16M Sell
67,222
-369
-0.5% -$39.3K 1.18% 15
2024
Q1 		$7.27M Buy
67,591
+3,573
+6% +$386K 1.22% 12
2023
Q4 		$6.94M Sell
64,018
-61,090
-49% -$6.38M 0.96% 24
2023
Q3 		$12.8M Buy
125,108
+4,104
+3% +$433K 1.92% 12
2023
Q2 		$12.9M Sell
121,004
-2,598
-2% -$278K 1.67% 14
2023
Q1 		$13.3M Sell
123,602
-7,080
-5% -$757K 1.75% 13
2022
Q4 		$13.8M Buy
130,682
+51,334
+65% +$5.35M 1.91% 12
2022
Q3 		$8.14M Sell
79,348
-16,738
-17% -$1.78M 1.31% 19
2022
Q2 		$10.2M Buy
96,086
+3,871
+4% +$413K 1.57% 14
2022
Q1 		$10.1M Buy
92,215
+4,051
+5% +$457K 1.36% 17
2021
Q4 		$10.3M Buy
88,164
+3,674
+4% +$427K 1.36% 19
2021
Q3 		$9.79M Buy
84,490
+7,279
+9% +$853K 1.32% 20
2021
Q2 		$9.05M Buy
77,211
+3,741
+5% +$437K 1.24% 24
2021
Q1 		$8.53M Buy
73,470
+4,699
+7% +$548K 1.26% 22
2020
Q4 		$8.06M Buy
+68,771
New +$7.99M 1.39% 21

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
Wealth Enhancement Advisory Services
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mayflower Financial Advisors's MUB Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 1.2% in Q2 2026, selling an estimated $60.6K and leaving 46,168 shares worth $4.97M. The position accounts for 0.43% of the portfolio, ranked #61.

Mayflower Financial Advisors first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.8M in Q4 2022. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Mayflower Financial Advisors held 46,168 shares of iShares National Muni Bond ETF worth $4.97M as of Q2 2026.
  • Mayflower Financial Advisors sold 567 iShares National Muni Bond ETF shares in Q2 2026, an estimated $60.6K.
  • iShares National Muni Bond ETF made up 0.43% of Mayflower Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Mayflower Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares National Muni Bond ETF position peaked at $13.8M in Q4 2022.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.