PFA
MUB icon

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
Q2 		$1.48M Buy
13,709
+2,214
+19% +$237K 0.68% 42
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Petra Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 19% in Q2 2026, buying an estimated $237K and bringing the position to 13,709 shares worth $1.48M. The position accounts for 0.68% of the portfolio, ranked #42.

Petra Financial Advisors first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 1,642 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Petra Financial Advisors held 13,709 shares of iShares National Muni Bond ETF worth $1.48M as of Q2 2026.
  • Petra Financial Advisors bought 2,214 iShares National Muni Bond ETF shares in Q2 2026, an estimated $237K.
  • iShares National Muni Bond ETF made up 0.68% of Petra Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Petra Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,642 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.