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

Motive 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 		$4.95M Buy
45,971
+6
+0% +$642 2.03% 14
2026
Q1 		$4.88M Buy
45,965
+2,335
+5% +$251K 2.29% 13
2025
Q4 		$4.67M Buy
43,630
+139
+0.3% +$14.9K 1.99% 16
2025
Q3 		$4.63M Buy
43,491
+6,874
+19% +$719K 2% 16
2025
Q2 		$3.83M Sell
36,617
-1,993
-5% -$207K 1.74% 18
2025
Q1 		$4.07M Sell
38,610
-8,521
-18% -$906K 2.18% 16
2024
Q4 		$5.02M Sell
47,131
-974
-2% -$105K 2.7% 14
2024
Q3 		$5.13M Hold
48,105
– – 3.08% 13
2024
Q2 		$5.13M Sell
48,105
-3,376
-7% -$360K 3.08% 13
2024
Q1 		$5.54M Buy
51,481
+13,322
+35% +$1.44M 3.35% 13
2023
Q4 		$4.14M Sell
38,159
-9,244
-20% -$966K 4.77% 7
2023
Q3 		$4.86M Sell
47,403
-1,304
-3% -$138K 5.34% 6
2023
Q2 		$5.2M Buy
48,707
+11,353
+30% +$1.21M 5.38% 6
2023
Q1 		$4.02M Sell
37,354
-17,650
-32% -$1.89M 4.4% 6
2022
Q4 		$5.8M Sell
55,004
-5,541
-9% -$577K 4.44% 8
2022
Q3 		$6.21M Buy
60,545
+8,080
+15% +$859K 5.03% 7
2022
Q2 		$5.58M Buy
52,465
+7,473
+17% +$797K 4.4% 7
2022
Q1 		$4.93M Sell
44,992
-28,959
-39% -$3.27M 3.38% 10
2021
Q4 		$8.6M Buy
73,951
+3,580
+5% +$416K 5.18% 6
2021
Q3 		$8.18M Buy
70,371
+8,333
+13% +$977K 5.52% 5
2021
Q2 		$7.27M Buy
+62,038
New +$7.25M 5.2% 5

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
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
Wealth Enhancement Advisory Services
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
FG
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Motive Wealth Advisors's MUB Position: Q2 2026 in Review

Motive Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 0.01% in Q2 2026, buying an estimated $642 and bringing the position to 45,971 shares worth $4.95M. The position accounts for 2.03% of the portfolio, ranked #14.

Motive Wealth Advisors first reported a position in MUB in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.6M in Q4 2021. 420 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Motive Wealth Advisors held 45,971 shares of iShares National Muni Bond ETF worth $4.95M as of Q2 2026.
  • Motive Wealth Advisors bought 6 iShares National Muni Bond ETF shares in Q2 2026, an estimated $642.
  • iShares National Muni Bond ETF made up 2.03% of Motive Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Motive Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Motive Wealth Advisors's iShares National Muni Bond ETF position peaked at $8.6M in Q4 2021.
  • 420 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.