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

MONECO 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 		$233K Buy
2,161
+135
+7% +$14.4K 0.01% 540
2026
Q1 		$215K Buy
+2,026
New +$218K 0.02% 490
2025
Q4 		– Sell
-2,020
Closed -$215K – 527
2025
Q3 		$215K Buy
+2,020
New +$211K 0.02% 465
2024
Q3 		– Sell
-2,140
Closed -$228K – 444
2024
Q2 		$228K Buy
2,140
+66
+3% +$7.03K 0.03% 379
2024
Q1 		$223K Buy
2,074
+191
+10% +$20.6K 0.04% 379
2023
Q4 		$204K Buy
+1,883
New +$197K 0.04% 366
2023
Q2 		– Sell
-1,971
Closed -$212K – 350
2023
Q1 		$212K Buy
+1,971
New +$211K 0.06% 302
2022
Q4 		– Sell
-3,085
Closed -$316K – 277
2022
Q3 		$316K Sell
3,085
-1,455
-32% -$155K 0.13% 176
2022
Q2 		$483K Sell
4,540
-885
-16% -$94.4K 0.19% 127
2022
Q1 		$595K Sell
5,425
-122
-2% -$13.8K 0.22% 110
2021
Q4 		$632K Sell
5,547
-2,001
-27% -$232K 0.24% 101
2021
Q3 		$877K Buy
+7,548
New +$885K 0.35% 71

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MONECO Advisors's MUB Position: Q2 2026 in Review

MONECO Advisors increased its iShares National Muni Bond ETF (MUB) stake by 6.7% in Q2 2026, buying an estimated $14.4K and bringing the position to 2,161 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #540.

MONECO Advisors first reported a position in MUB in Q3 2021 and has held it in 12 quarters since. The position peaked at $877K in Q3 2021. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • MONECO Advisors held 2,161 shares of iShares National Muni Bond ETF worth $233K as of Q2 2026.
  • MONECO Advisors bought 135 iShares National Muni Bond ETF shares in Q2 2026, an estimated $14.4K.
  • iShares National Muni Bond ETF made up 0.01% of MONECO Advisors's portfolio in Q2 2026, its #540 holding.
  • MONECO Advisors first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 12 quarters since.
  • MONECO Advisors's iShares National Muni Bond ETF position peaked at $877K in Q3 2021.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.