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

Petra 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 Q1	$1.22M	Sell	11,495 -650	-5%	-$69.9K	0.76%	39
2025 Q4	$1.3M	Sell	12,145 -924	-7%	-$98.9K	0.76%	40
2025 Q3	$1.39M	Buy	13,069 +365	+3%	+$38.2K	0.81%	34
2025 Q2	$1.33M	Sell	12,704 -326	-3%	-$33.9K	0.84%	32
2025 Q1	$1.37M	Sell	13,030 -250	-2%	-$26.6K	1.13%	24
2024 Q4	$1.41M	Buy	13,280 +582	+5%	+$62.5K	0.96%	29
2024 Q3	$1.38M	Buy	12,698 +708	+6%	+$76.3K	0.91%	33
2024 Q2	$1.28M	Buy	11,990 +680	+6%	+$72.4K	0.92%	34
2024 Q1	$1.22M	Hold	11,310	–	–	0.89%	34
2023 Q4	$1.23M	Sell	11,310 -1,601	-12%	-$167K	1.02%	31
2023 Q3	$1.32M	Buy	12,911 +4,135	+47%	+$436K	1.1%	27
2023 Q2	$937K	Buy	8,776 +4,941	+129%	+$528K	0.84%	35
2023 Q1	$413K	Sell	3,835 -8,850	-70%	-$946K	0.41%	46
2022 Q4	$1.34M	Buy	+12,685	New	+$1.32M	1.47%	24

Other funds holding MUB

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Petra Financial Advisors's MUB Position: Q1 2026 in Review

Petra Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 5.4% in Q1 2026, selling an estimated $69.9K and leaving 11,495 shares worth $1.22M. The position accounts for 0.76% of the portfolio, ranked #39.

Petra Financial Advisors first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.41M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Petra Financial Advisors held 11,495 shares of iShares National Muni Bond ETF worth $1.22M as of Q1 2026.
Petra Financial Advisors sold 650 iShares National Muni Bond ETF shares in Q1 2026, an estimated $69.9K.
iShares National Muni Bond ETF made up 0.76% of Petra Financial Advisors's portfolio in Q1 2026, its #39 holding.
Petra Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's iShares National Muni Bond ETF position peaked at $1.41M in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.