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

Operose 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 		$860K Buy
7,990
+419
+6% +$44.8K 0.17% 68
2026
Q1 		$804K Buy
7,571
+478
+7% +$51.4K 0.19% 62
2025
Q4 		$760K Buy
7,093
+2,587
+57% +$277K 0.18% 66
2025
Q3 		$480K Buy
4,506
+19
+0.4% +$1.99K 0.12% 85
2025
Q2 		$469K Sell
4,487
-3,947
-47% -$410K 0.13% 80
2025
Q1 		$889K Buy
8,434
+3,961
+89% +$421K 0.29% 49
2024
Q4 		$477K Sell
4,473
-523
-10% -$56.2K 0.16% 77
2024
Q3 		$543K Sell
4,996
-1,683
-25% -$181K 0.18% 79
2024
Q2 		$712K Buy
6,679
+47
+0.7% +$5.01K 0.25% 55
2024
Q1 		$714K Sell
6,632
-3,046
-31% -$329K 0.24% 62
2023
Q4 		$1.05M Sell
9,678
-25,372
-72% -$2.65M 0.42% 26
2023
Q3 		$3.59M Sell
35,050
-7,439
-18% -$785K 1.42% 11
2023
Q2 		$4.53M Sell
42,489
-1,980
-4% -$212K 2.06% 10
2023
Q1 		$4.79M Sell
44,469
-17,082
-28% -$1.83M 2.38% 9
2022
Q4 		$6.49M Sell
61,551
-12,596
-17% -$1.31M 3.47% 6
2022
Q3 		$7.61M Buy
74,147
+51,803
+232% +$5.51M 4.99% 5
2022
Q2 		$2.38M Sell
22,344
-2,186
-9% -$233K 1.67% 10
2022
Q1 		$2.69M Buy
24,530
+1,442
+6% +$163K 1.86% 10
2021
Q4 		$2.69M Buy
+23,088
New +$2.68M 2.18% 11

Other funds holding MUB

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Operose Advisors's MUB Position: Q2 2026 in Review

Operose Advisors increased its iShares National Muni Bond ETF (MUB) stake by 5.5% in Q2 2026, buying an estimated $44.8K and bringing the position to 7,990 shares worth $860K. The position accounts for 0.17% of the portfolio, ranked #68.

Operose Advisors first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.61M in Q3 2022. 1,571 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Operose Advisors held 7,990 shares of iShares National Muni Bond ETF worth $860K as of Q2 2026.
  • Operose Advisors bought 419 iShares National Muni Bond ETF shares in Q2 2026, an estimated $44.8K.
  • iShares National Muni Bond ETF made up 0.17% of Operose Advisors's portfolio in Q2 2026, its #68 holding.
  • Operose Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's iShares National Muni Bond ETF position peaked at $7.61M in Q3 2022.
  • 1,571 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.