Oliver Lagore Vanvalin Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$80.1K	Buy	+760	New	+$79K	0.03%	200
2024 Q4	$84.2K	Sell	790 -48	-6%	-$5.16K	0.02%	192
2024 Q3	$91K	Hold	838	–	–	0.02%	179
2024 Q2	$89.3K	Buy	838 +65	+8%	+$6.92K	0.03%	177
2024 Q1	$83.2K	Buy	773 +4	+0.5%	+$432	0.02%	193
2023 Q4	$83.4K	Sell	769 -252	-25%	-$26.3K	0.03%	168
2023 Q3	$105K	Buy	1,021 +33	+3%	+$3.48K	0.04%	160
2023 Q2	$105K	Buy	988 +306	+45%	+$32.7K	0.04%	169
2023 Q1	$73.5K	Buy	+682	New	+$72.9K	0.03%	163
2022 Q4	–	Sell	-462	Closed	-$47K	–	734
2022 Q3	$47K	Sell	462 -399	-46%	-$42.4K	0.03%	177
2022 Q2	$92K	Hold	861	–	–	0.05%	136
2022 Q1	$95K	Buy	+861	New	+$97.2K	0.06%	131

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MUB Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2025: 760 shares worth $80.1K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in MUB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in MUB in Q1 2022 and has held it in 12 quarters since. The position peaked at $105K in Q2 2023. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 760 shares of iShares National Muni Bond ETF worth $80.1K as of Q2 2025.
iShares National Muni Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares National Muni Bond ETF made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #200 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 12 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares National Muni Bond ETF position peaked at $105K in Q2 2023.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.