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Mount Yale Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Mount Yale Investment 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
Q1 		$2.62M Buy
24,652
+11,681
+90% +$1.26M 0.06% 321
2025
Q4 		$1.39M Buy
12,971
+5,355
+70% +$573K 0.07% 251
2025
Q3 		$811K Sell
7,616
-173
-2% -$18.1K 0.06% 320
2025
Q2 		$814K Buy
7,789
+908
+13% +$94.4K 0.06% 248
2025
Q1 		$726K Sell
6,881
-7,596
-52% -$808K 0.06% 249
2024
Q4 		$1.54M Buy
14,477
+5,604
+63% +$602K 0.12% 148
2024
Q3 		$964K Buy
8,873
+17
+0.2% +$1.83K 0.09% 203
2024
Q2 		$944K Buy
8,856
+926
+12% +$98.6K 0.07% 217
2024
Q1 		$853K Sell
7,930
-24,762
-76% -$2.67M 0.07% 251
2023
Q4 		$3.54M Buy
32,692
+24,932
+321% +$2.61M 0.34% 76
2023
Q3 		$796K Buy
7,760
+764
+11% +$80.6K 0.09% 223
2023
Q2 		$747K Buy
6,996
+816
+13% +$87.2K 0.08% 249
2023
Q1 		$666K Sell
6,180
-66,303
-91% -$7.08M 0.07% 258
2022
Q4 		$7.65M Buy
72,483
+66,671
+1,147% +$6.95M 0.87% 14
2022
Q3 		$596K Buy
5,812
+736
+14% +$78.2K 0.08% 248
2022
Q2 		$540K Sell
5,076
-940
-16% -$100K 0.07% 279
2022
Q1 		$660K Buy
6,016
+1,953
+48% +$220K 0.07% 264
2021
Q4 		$472K Buy
+4,063
New +$472K 0.05% 304
2018
Q4 		– Sell
-866
Closed -$92K – 603
2018
Q3 		$92K Hold
866
– – 0.02% 468
2018
Q2 		$94K Sell
866
-2,241
-72% -$243K 0.02% 481
2018
Q1 		$338K Buy
+3,107
New +$339K 0.07% 232

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's MUB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 90% in Q1 2026, buying an estimated $1.26M and bringing the position to 24,652 shares worth $2.62M. The position accounts for 0.06% of the portfolio, ranked #321.

Mount Yale Investment Advisors first reported a position in MUB in Q1 2018 and has held it in 21 quarters since. The position peaked at $7.65M in Q4 2022. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Mount Yale Investment Advisors held 24,652 shares of iShares National Muni Bond ETF worth $2.62M as of Q1 2026.
  • Mount Yale Investment Advisors bought 11,681 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.26M.
  • iShares National Muni Bond ETF made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #321 holding.
  • Mount Yale Investment Advisors first reported a position in iShares National Muni Bond ETF in Q1 2018 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's iShares National Muni Bond ETF position peaked at $7.65M in Q4 2022.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.