MA
MUB icon

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

Mosaic 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 		– Sell
-1,946
Closed -$209K – 43
2026
Q1 		$209K Buy
+1,946
New +$209K 0.31% 42
2025
Q3 		– Sell
-2,334
Closed -$244K – 22
2025
Q2 		$244K Buy
+2,334
New +$243K 0.36% 15
2025
Q1 		– Sell
-10,418
Closed -$1.11M – 19
2024
Q4 		$1.11M Sell
10,418
-289,844
-97% -$31.1M 1.3% 10
2024
Q3 		$32.6M Sell
300,262
-21,598
-7% -$2.33M 24.97% 2
2024
Q2 		$34.3M Buy
321,860
+2,327
+0.7% +$248K 27.67% 2
2024
Q1 		$34.4M Buy
319,533
+1,011
+0.3% +$109K 28.08% 2
2023
Q4 		$34.5M Buy
318,522
+171,004
+116% +$17.9M 20.49% 3
2023
Q3 		$15.1M Buy
147,518
+846
+0.6% +$89.2K 13.85% 4
2023
Q2 		$15.7M Buy
146,672
+943
+0.6% +$101K 11.66% 4
2023
Q1 		$15.7M Buy
145,729
+639
+0.4% +$68.3K 12.78% 4
2022
Q4 		$15.3M Buy
+145,090
New +$15.1M 13% 4

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

Mosaic Advisors's MUB Position: Q2 2026 in Review

Mosaic Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 1,946 shares — an estimated $209K sold.

Mosaic Advisors first reported a position in MUB in Q4 2022 and held it in 11 quarters. The position peaked at $34.5M in Q4 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Mosaic Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Mosaic Advisors sold 1,946 iShares National Muni Bond ETF shares in Q2 2026, an estimated $209K.
  • Mosaic Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 11 quarters.
  • Mosaic Advisors's iShares National Muni Bond ETF position peaked at $34.5M in Q4 2023.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Mosaic Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.