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

Meeder 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	$324K	Buy	+3,010	New	+$322K	0.01%	531
2025 Q2	–	Sell	-26,357	Closed	-$2.78M	–	628
2025 Q1	$2.78M	Sell	26,357 -763,512	-97%	-$81.2M	0.17%	103
2024 Q4	$84.2M	Buy	789,869 +71,813	+10%	+$7.72M	5.25%	1
2024 Q3	$78M	Buy	718,056 +43,885	+7%	+$4.73M	5.05%	1
2024 Q2	$71.8M	Buy	674,171 +154,168	+30%	+$16.4M	5.08%	1
2024 Q1	$56M	Buy	520,003 +27,225	+6%	+$2.94M	5.69%	1
2023 Q4	$53.4M	Buy	492,778 +23,415	+5%	+$2.45M	6.12%	1
2023 Q3	$48.1M	Sell	469,363 -37,501	-7%	-$3.96M	6.05%	1
2023 Q2	$54.1M	Buy	506,864 +23,852	+5%	+$2.55M	5.83%	1
2023 Q1	$52M	Buy	483,012 +31,088	+7%	+$3.32M	6%	1
2022 Q4	$47.7M	Buy	+451,924	New	+$47.1M	6.02%	1

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

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

Meeder Advisory Services opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 3,010 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Meeder Advisory Services previously reported a position in MUB as recently as Q1 2025.

Meeder Advisory Services first reported a position in MUB in Q4 2022 and has held it in 11 quarters since. The position peaked at $84.2M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Meeder Advisory Services held 3,010 shares of iShares National Muni Bond ETF worth $324K as of Q2 2026.
iShares National Muni Bond ETF was a new Meeder Advisory Services position in Q2 2026.
iShares National Muni Bond ETF made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #531 holding.
Meeder Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 11 quarters since.
Meeder Advisory Services's iShares National Muni Bond ETF position peaked at $84.2M in Q4 2024.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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