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MUB icon

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

Novus 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 		$233K Hold
2,167
– – 0.49% 46
2026
Q1 		$230K Hold
2,167
– – 0.51% 46
2025
Q4 		$232K Hold
2,167
– – 0.52% 42
2025
Q3 		$231K Hold
2,167
– – 0.53% 42
2025
Q2 		$226K Hold
2,167
– – 0.35% 67
2025
Q1 		$228K Hold
2,167
– – 0.23% 102
2024
Q4 		$231K Buy
+2,167
New +$233K 0.23% 94

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Novus Advisors's MUB Position: Q2 2026 in Review

Novus Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,167 shares worth $233K. The position accounts for 0.49% of the portfolio, ranked #46.

Novus Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Novus Advisors held 2,167 shares of iShares National Muni Bond ETF worth $233K as of Q2 2026.
  • Novus Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.49% of Novus Advisors's portfolio in Q2 2026, its #46 holding.
  • Novus Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.