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Private Advisor Group’s iShares National Muni Bond ETF MUB Stock Holding History

Private Advisor Group’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 		$16.6M Sell
154,148
-141,173
-48% -$15.1M 0.08% 274
2026
Q1 		$31.3M Buy
295,321
+24,932
+9% +$2.68M 0.15% 149
2025
Q4 		$29M Buy
270,389
+14,333
+6% +$1.53M 0.14% 158
2025
Q3 		$27.3M Buy
256,056
+7,202
+3% +$754K 0.13% 157
2025
Q2 		$26M Buy
248,854
+25,863
+12% +$2.69M 0.14% 149
2025
Q1 		$23.5M Buy
222,991
+6,419
+3% +$683K 0.14% 144
2024
Q4 		$23.1M Sell
216,572
-1,869
-0.9% -$201K 0.13% 149
2024
Q3 		$23.7M Buy
218,441
+89,376
+69% +$9.63M 0.15% 140
2024
Q2 		$13.8M Buy
129,065
+10,293
+9% +$1.1M 0.09% 204
2024
Q1 		$12.8M Sell
118,772
-2,931
-2% -$316K 0.09% 205
2023
Q4 		$13.2M Sell
121,703
-1,562
-1% -$163K 0.1% 189
2023
Q3 		$12.6M Buy
123,265
+921
+0.8% +$97.1K 0.11% 171
2023
Q2 		$13.1M Buy
122,344
+13,316
+12% +$1.42M 0.11% 175
2023
Q1 		$11.7M Sell
109,028
-13,016
-11% -$1.39M 0.11% 187
2022
Q4 		$2.45M Sell
122,044
-32,122
-21% -$3.35M 0.12% 178
2022
Q3 		$15.8M Sell
154,166
-54,022
-26% -$5.74M 0.18% 118
2022
Q2 		$22.1M Sell
208,188
-173,345
-45% -$18.5M 0.2% 109
2022
Q1 		$41.8M Buy
381,533
+27,786
+8% +$3.14M 0.32% 61
2021
Q4 		$41.1M Sell
353,747
-90,281
-20% -$10.5M 0.31% 64
2021
Q3 		$51.6M Buy
444,028
+173,676
+64% +$20.4M 0.33% 60
2021
Q2 		$31.7M Buy
270,352
+2,058
+0.8% +$240K 0.28% 70
2021
Q1 		$31.1M Buy
268,294
+34,009
+15% +$3.97M 0.3% 67
2020
Q4 		$27.5M Buy
234,285
+40,208
+21% +$4.67M 0.29% 68
2020
Q3 		$22.5M Buy
194,077
+2,994
+2% +$348K 0.29% 67
2020
Q2 		$22.1M Buy
191,083
+31,538
+20% +$3.58M 0.31% 64
2020
Q1 		$18M Sell
159,545
-11,918
-7% -$1.36M 0.33% 58
2019
Q4 		$19.5M Sell
171,463
-5,738
-3% -$654K 0.3% 66
2019
Q3 		$20.2M Buy
177,201
+8,171
+5% +$932K 0.31% 61
2019
Q2 		$19.1M Buy
169,030
+17,579
+12% +$1.97M 0.35% 53
2019
Q1 		$16.8M Sell
151,451
-37,126
-20% -$4.07M 0.33% 57
2018
Q4 		$20.5M Buy
188,577
+70,982
+60% +$7.64M 0.49% 31
2018
Q3 		$12.7M Buy
117,595
+73,004
+164% +$7.93M 0.26% 80
2018
Q2 		$4.85M Buy
44,591
+19,849
+80% +$2.15M 0.08% 120
2018
Q1 		$2.69M Sell
24,742
-31,424
-56% -$3.43M 0.11% 196
2017
Q4 		$6.21M Sell
56,166
-511
-0.9% -$56.5K 0.26% 91
2017
Q3 		$6.28M Buy
56,677
+3,108
+6% +$345K 0.16% 145
2017
Q2 		$5.89M Sell
53,569
-564
-1% -$62K 0.16% 145
2017
Q1 		$5.9M Sell
54,133
-6,466
-11% -$701K 0.17% 147
2016
Q4 		$6.6M Sell
60,599
-8,194
-12% -$897K 0.22% 107
2016
Q3 		$7.72M Buy
68,793
+10,271
+18% +$1.16M 0.31% 74
2016
Q2 		$6.68M Buy
58,522
+7,367
+14% +$829K 0.27% 89
2016
Q1 		$5.71M Buy
51,155
+23,957
+88% +$2.67M 0.28% 87
2015
Q4 		$3.01M Buy
27,198
+2,324
+9% +$255K 0.14% 158
2015
Q3 		$2.73M Buy
24,874
+10,732
+76% +$1.17M 0.15% 144
2015
Q2 		$1.53M Buy
14,142
+2,653
+23% +$289K 0.07% 282
2015
Q1 		$1.27M Buy
11,489
+560
+5% +$61.9K 0.07% 296
2014
Q4 		$1.21M Buy
10,929
+908
+9% +$99.8K 0.08% 302
2014
Q3 		$1.1M Buy
10,021
+2,214
+28% +$241K 0.08% 289
2014
Q2 		$848K Buy
7,807
+2,948
+61% +$319K 0.07% 331
2014
Q1 		$520K Sell
4,859
-24,417
-83% -$2.59M 0.05% 405
2013
Q4 		$268K Buy
+29,276
New +$3.05M 0.03% 559

Other funds holding MUB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Private Advisor Group's MUB Position: Q2 2026 in Review

Private Advisor Group reduced its iShares National Muni Bond ETF (MUB) stake by 48% in Q2 2026, selling an estimated $15.1M and leaving 154,148 shares worth $16.6M. The position accounts for 0.08% of the portfolio, ranked #274.

Private Advisor Group first reported a position in MUB in Q4 2013 and has held it in 51 quarters since. The position peaked at $51.6M in Q3 2021. 754 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Private Advisor Group held 154,148 shares of iShares National Muni Bond ETF worth $16.6M as of Q2 2026.
  • Private Advisor Group sold 141,173 iShares National Muni Bond ETF shares in Q2 2026, an estimated $15.1M.
  • iShares National Muni Bond ETF made up 0.08% of Private Advisor Group's portfolio in Q2 2026, its #274 holding.
  • Private Advisor Group first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's iShares National Muni Bond ETF position peaked at $51.6M in Q3 2021.
  • 754 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.