OneDigital Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $96.4M | Buy |
895,982
+53,269
| +6% | +$5.7M | 0.81% | 25 |
|
|
2026
Q1 | $89.5M | Buy |
842,713
+69,244
| +9% | +$7.45M | 0.87% | 24 |
|
|
2025
Q4 | $82.8M | Buy |
773,469
+26,063
| +3% | +$2.79M | 0.81% | 26 |
|
|
2025
Q3 | $79.6M | Buy |
747,406
+100,173
| +15% | +$10.5M | 0.82% | 26 |
|
|
2025
Q2 | $67.6M | Sell |
647,233
-23,729
| -4% | -$2.47M | 0.75% | 30 |
|
|
2025
Q1 | $70.7M | Sell |
670,962
-126,628
| -16% | -$13.5M | 0.84% | 27 |
|
|
2024
Q4 | $85M | Sell |
797,590
-12,790
| -2% | -$1.37M | 0.99% | 21 |
|
|
2024
Q3 | $88M | Buy |
810,380
+31,965
| +4% | +$3.44M | 1.01% | 19 |
|
|
2024
Q2 | $82.9M | Buy |
778,415
+76,869
| +11% | +$8.19M | 1.04% | 16 |
|
|
2024
Q1 | $75.5M | Buy |
701,546
+145,541
| +26% | +$15.7M | 1.19% | 17 |
|
|
2023
Q4 | $60.3M | Buy |
556,005
+138,389
| +33% | +$14.5M | 1.05% | 16 |
|
|
2023
Q3 | $42.8M | Buy |
417,616
+17,173
| +4% | +$1.81M | 0.93% | 22 |
|
|
2023
Q2 | $42.7M | Buy |
400,443
+27,705
| +7% | +$2.96M | 0.95% | 26 |
|
|
2023
Q1 | $40.2M | Sell |
372,738
-7,901
| -2% | -$844K | 0.94% | 25 |
|
|
2022
Q4 | $40.2M | Buy |
380,639
+220,499
| +138% | +$23M | 1.16% | 18 |
|
|
2022
Q3 | $16.4M | Buy |
160,140
+48,566
| +44% | +$5.16M | 0.61% | 32 |
|
|
2022
Q2 | $11.9M | Sell |
111,574
-8,205
| -7% | -$876K | 0.51% | 30 |
|
|
2022
Q1 | $13.1M | Sell |
119,779
-5,292
| -4% | -$597K | 0.5% | 32 |
|
|
2021
Q4 | $14.5M | Buy |
125,071
+2,158
| +2% | +$251K | 0.51% | 32 |
|
|
2021
Q3 | $14.3M | Sell |
122,913
-3,957
| -3% | -$464K | 0.57% | 31 |
|
|
2021
Q2 | $14.9M | Buy |
126,870
+2,684
| +2% | +$314K | 0.61% | 29 |
|
|
2021
Q1 | $14.4M | Sell |
124,186
-3,334
| -3% | -$389K | 0.67% | 27 |
|
|
2020
Q4 | $14.9M | Buy |
127,520
+17,430
| +16% | +$2.02M | 0.78% | 23 |
|
|
2020
Q3 | $12.8M | Sell |
110,090
-679
| -0.6% | -$78.9K | 0.88% | 23 |
|
|
2020
Q2 | $12.8M | Buy |
110,769
+3,139
| +3% | +$356K | 0.92% | 20 |
|
|
2020
Q1 | $12.2M | Sell |
107,630
-32,349
| -23% | -$3.69M | 1.08% | 18 |
|
|
2019
Q4 | $15.9M | Sell |
139,979
-3,581
| -2% | -$408K | 1.26% | 14 |
|
|
2019
Q3 | $16.4M | Sell |
143,560
-77,722
| -35% | -$8.87M | 1.47% | 13 |
|
|
2019
Q2 | $25M | Buy |
221,282
+174,660
| +375% | +$19.6M | 1.94% | 12 |
|
|
2019
Q1 | $5.18M | Buy |
46,622
+12,636
| +37% | +$1.39M | 0.76% | 29 |
|
|
2018
Q4 | $3.71M | Buy |
33,986
+11,207
| +49% | +$1.21M | 0.63% | 38 |
|
|
2018
Q3 | $2.46M | Buy |
22,779
+2,686
| +13% | +$292K | 0.58% | 31 |
|
|
2018
Q2 | $2.19M | Buy |
20,093
+897
| +5% | +$97.3K | 0.46% | 40 |
|
|
2018
Q1 | $2.09M | Buy |
19,196
+7,681
| +67% | +$838K | 0.46% | 47 |
|
|
2017
Q4 | $1.27M | Buy |
11,515
+819
| +8% | +$90.6K | 0.15% | 60 |
|
|
2017
Q3 | $1.19M | Buy |
10,696
+6,474
| +153% | +$718K | 0.44% | 31 |
|
|
2017
Q2 | $465K | Buy |
+4,222
| New | +$464K | 0.14% | 114 |
|
Other funds holding MUB
OWM
OneDigital Investment Advisors's MUB Position: Q2 2026 in Review
OneDigital Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 6.3% in Q2 2026, buying an estimated $5.7M and bringing the position to 895,982 shares worth $96.4M. The position accounts for 0.81% of the portfolio, ranked #25.
OneDigital Investment Advisors first reported a position in MUB in Q2 2017 and has held it in 37 quarters since. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.
- OneDigital Investment Advisors held 895,982 shares of iShares National Muni Bond ETF worth $96.4M as of Q2 2026.
- OneDigital Investment Advisors bought 53,269 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.7M.
- iShares National Muni Bond ETF made up 0.81% of OneDigital Investment Advisors's portfolio in Q2 2026, its #25 holding.
- OneDigital Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2017 and has held it in 37 quarters since.
- 1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.