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 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 22.9% 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

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. 1,652 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.
1,652 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.