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

Parallel 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 		$4.61M Sell
43,412
-3,113
-7% -$335K 0.08% 169
2025
Q4 		$4.98M Buy
46,525
+16,079
+53% +$1.72M 0.09% 162
2025
Q3 		$3.24M Buy
30,446
+1,672
+6% +$175K 0.06% 205
2025
Q2 		$3.01M Buy
28,774
+5,190
+22% +$540K 0.06% 208
2025
Q1 		$2.49M Sell
23,584
-2,093
-8% -$223K 0.06% 218
2024
Q4 		$2.74M Sell
25,677
-9,818
-28% -$1.05M 0.06% 213
2024
Q3 		$3.86M Buy
35,495
+3,470
+11% +$374K 0.09% 173
2024
Q2 		$3.41M Buy
32,025
+6,542
+26% +$697K 0.09% 169
2024
Q1 		$2.74M Buy
25,483
+6,724
+36% +$726K 0.07% 193
2023
Q4 		$2.03M Sell
18,759
-4,146
-18% -$433K 0.06% 200
2023
Q3 		$2.35M Buy
22,905
+4,930
+27% +$520K 0.08% 188
2023
Q2 		$1.92M Sell
17,975
-104
-0.6% -$11.1K 0.06% 213
2023
Q1 		$1.95M Buy
18,079
+8,404
+87% +$898K 0.07% 208
2022
Q4 		$1.02M Sell
9,675
-404
-4% -$42.1K 0.04% 255
2022
Q3 		$1.03M Sell
10,079
-3,149
-24% -$335K 0.05% 238
2022
Q2 		$1.41M Buy
13,228
+329
+3% +$35.1K 0.06% 187
2022
Q1 		$1.41M Sell
12,899
-26,319
-67% -$2.97M 0.06% 216
2021
Q4 		$4.56M Sell
39,218
-3,020
-7% -$351K 0.17% 97
2021
Q3 		$4.91M Buy
42,238
+2,775
+7% +$325K 0.2% 86
2021
Q2 		$4.63M Buy
39,463
+3,092
+9% +$361K 0.2% 85
2021
Q1 		$4.22M Buy
36,371
+6,785
+23% +$791K 0.2% 85
2020
Q4 		$3.47M Sell
29,586
-7,285
-20% -$846K 0.19% 88
2020
Q3 		$4.27M Buy
36,871
+9,505
+35% +$1.1M 0.26% 65
2020
Q2 		$3.16M Sell
27,366
-1,753
-6% -$199K 0.21% 73
2020
Q1 		$3.29M Buy
29,119
+1,587
+6% +$181K 0.27% 60
2019
Q4 		$3.14M Buy
27,532
+1,902
+7% +$217K 0.24% 77
2019
Q3 		$2.92M Buy
25,630
+8,740
+52% +$997K 0.25% 71
2019
Q2 		$1.91M Buy
16,890
+1,807
+12% +$202K 0.19% 94
2019
Q1 		$1.68M Buy
15,083
+7,070
+88% +$775K 0.19% 98
2018
Q4 		$873K Sell
8,013
-2,317
-22% -$249K 0.12% 124
2018
Q3 		$1.11M Sell
10,330
-1,621
-14% -$176K 0.14% 121
2018
Q2 		$1.3M Sell
11,951
-80
-0.7% -$8.68K 0.19% 97
2018
Q1 		$1.31M Buy
12,031
+6,738
+127% +$735K 0.2% 91
2017
Q4 		$586K Buy
5,293
+871
+20% +$96.4K 0.1% 151
2017
Q3 		$490K Buy
4,422
+239
+6% +$26.5K 0.08% 170
2017
Q2 		$464K Sell
4,183
-109
-3% -$12K 0.09% 167
2017
Q1 		$469K Buy
4,292
+2,320
+118% +$252K 0.09% 159
2016
Q4 		$213K Buy
+1,972
New +$216K 0.05% 245

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 $374B AUM 17.66% 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

Parallel Advisors's MUB Position: Q1 2026 in Review

Parallel Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 6.7% in Q1 2026, selling an estimated $335K and leaving 43,412 shares worth $4.61M. The position accounts for 0.08% of the portfolio, ranked #169.

Parallel Advisors first reported a position in MUB in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.98M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Parallel Advisors held 43,412 shares of iShares National Muni Bond ETF worth $4.61M as of Q1 2026.
  • Parallel Advisors sold 3,113 iShares National Muni Bond ETF shares in Q1 2026, an estimated $335K.
  • iShares National Muni Bond ETF made up 0.08% of Parallel Advisors's portfolio in Q1 2026, its #169 holding.
  • Parallel Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's iShares National Muni Bond ETF position peaked at $4.98M in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.