MJT & Associates Financial Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

MJT & Associates Financial 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	$6.03K	Hold	56	–	–	﹤0.01%	267
2026 Q1	$5.95K	Hold	56	–	–	﹤0.01%	245
2025 Q4	$6K	Sell	56 -20	-26%	-$2.14K	﹤0.01%	257
2025 Q3	$8.09K	Sell	76 -633	-89%	-$66.2K	0.01%	221
2025 Q2	$74.1K	Hold	709	–	–	0.09%	81
2025 Q1	$74.8K	Buy	+709	New	+$75.4K	0.07%	91

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

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

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

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

MJT & Associates Financial Advisory's MUB Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 56 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

MJT & Associates Financial Advisory first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $74.8K in Q1 2025. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

MJT & Associates Financial Advisory held 56 shares of iShares National Muni Bond ETF worth $6.03K as of Q2 2026.
MJT & Associates Financial Advisory left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #267 holding.
MJT & Associates Financial Advisory first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's iShares National Muni Bond ETF position peaked at $74.8K in Q1 2025.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.