Moss Adams Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Moss Adams Wealth 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	$1.91M	Sell	17,754 -155	-0.9%	-$16.6K	0.12%	60
2026 Q1	$1.9M	Sell	17,909 -2,043	-10%	-$220K	0.14%	50
2025 Q4	$2.14M	Sell	19,952 -1,303	-6%	-$140K	0.15%	47
2025 Q3	$2.26M	Sell	21,255 -1,494	-7%	-$156K	0.18%	41
2025 Q2	$2.38M	Sell	22,749 -8,545	-27%	-$888K	0.22%	43
2025 Q1	$3.3M	Sell	31,294 -52,441	-63%	-$5.58M	0.35%	26
2024 Q4	$8.92M	Buy	83,735 +1,231	+1%	+$132K	0.94%	14
2024 Q3	$8.96M	Buy	82,504 +1,297	+2%	+$140K	0.98%	15
2024 Q2	$8.65M	Buy	81,207 +58,612	+259%	+$6.24M	1.19%	12
2024 Q1	$2.43M	Sell	22,595 -119,043	-84%	-$12.8M	0.39%	26
2023 Q4	$15.4M	Buy	141,638 +127,987	+938%	+$13.4M	3.2%	6
2023 Q3	$1.4M	Sell	13,651 -2,516	-16%	-$265K	0.48%	22
2023 Q2	$1.73M	Buy	16,167 +5,814	+56%	+$621K	0.56%	22
2023 Q1	$1.12M	Sell	10,353 -1,634	-14%	-$175K	0.38%	25
2022 Q4	$1.26M	Buy	+11,987	New	+$1.25M	0.63%	29

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

Moss Adams Wealth Advisors's MUB Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.87% in Q2 2026, selling an estimated $16.6K and leaving 17,754 shares worth $1.91M. The position accounts for 0.12% of the portfolio, ranked #60.

Moss Adams Wealth Advisors first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.4M in Q4 2023. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Moss Adams Wealth Advisors held 17,754 shares of iShares National Muni Bond ETF worth $1.91M as of Q2 2026.
Moss Adams Wealth Advisors sold 155 iShares National Muni Bond ETF shares in Q2 2026, an estimated $16.6K.
iShares National Muni Bond ETF made up 0.12% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Moss Adams Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's iShares National Muni Bond ETF position peaked at $15.4M in Q4 2023.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.