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

Pathway Financial 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	$816K	Buy	7,591 +468	+7%	+$50K	0.1%	72
2026 Q1	$759K	Hold	7,123	–	–	0.09%	71
2025 Q4	$765K	Sell	7,123 -15	-0.2%	-$1.61K	0.1%	73
2025 Q3	$760K	Buy	7,138 +6	+0.1%	+$628	0.1%	71
2025 Q2	$745K	Buy	7,132 +2,592	+57%	+$269K	0.11%	70
2025 Q1	$479K	Buy	+4,540	New	+$483K	0.09%	95

Other funds holding MUB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Pathway Financial Advisors's MUB Position: Q2 2026 in Review

Pathway Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 6.6% in Q2 2026, buying an estimated $50K and bringing the position to 7,591 shares worth $816K. The position accounts for 0.1% of the portfolio, ranked #72.

Pathway Financial Advisors first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Pathway Financial Advisors held 7,591 shares of iShares National Muni Bond ETF worth $816K as of Q2 2026.
Pathway Financial Advisors bought 468 iShares National Muni Bond ETF shares in Q2 2026, an estimated $50K.
iShares National Muni Bond ETF made up 0.1% of Pathway Financial Advisors's portfolio in Q2 2026, its #72 holding.
Pathway Financial Advisors first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.