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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
2023
Q4 		– Sell
-16,100
Closed -$16.5K – 2418
2023
Q3 		$16.5K Buy
+16,100
New +$1.7M ﹤0.01% 2130

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. 763 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.
  • 763 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.