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

Professional 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	$3.13M	Buy	29,083 +4,822	+20%	+$516K	0.54%	30
2026 Q1	$2.58M	Buy	24,261 +2,955	+14%	+$318K	0.52%	34
2025 Q4	$2.28M	Buy	21,306 +683	+3%	+$73.1K	0.47%	37
2025 Q3	$2.2M	Buy	20,623 +1,290	+7%	+$135K	0.46%	39
2025 Q2	$2.02M	Buy	19,333 +881	+5%	+$91.6K	0.47%	38
2025 Q1	$1.95M	Buy	18,452 +1,373	+8%	+$146K	0.49%	32
2024 Q4	$1.82M	Buy	17,079 +1,989	+13%	+$214K	0.47%	37
2024 Q3	$1.64M	Sell	15,090 -1,000	-6%	-$108K	0.42%	38
2024 Q2	$1.71M	Buy	16,090 +1,688	+12%	+$180K	0.47%	36
2024 Q1	$1.55M	Buy	14,402 +3,577	+33%	+$386K	0.44%	36
2023 Q4	$1.17M	Buy	10,825 +113	+1%	+$11.8K	0.39%	41
2023 Q3	$1.1M	Buy	+10,712	New	+$1.13M	0.5%	39
2022 Q4	–	Sell	-5,769	Closed	-$592K	–	319
2022 Q3	$592K	Sell	5,769 -187	-3%	-$19.9K	0.37%	50
2022 Q2	$634K	Sell	5,956 -2,445	-29%	-$261K	0.35%	57
2022 Q1	$921K	Buy	8,401 +2,744	+49%	+$310K	0.4%	49
2021 Q4	$658K	Buy	+5,657	New	+$657K	0.28%	58

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Professional Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 20% in Q2 2026, buying an estimated $516K and bringing the position to 29,083 shares worth $3.13M. The position accounts for 0.54% of the portfolio, ranked #30.

Professional Financial Advisors first reported a position in MUB in Q4 2021 and has held it in 16 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Professional Financial Advisors held 29,083 shares of iShares National Muni Bond ETF worth $3.13M as of Q2 2026.
Professional Financial Advisors bought 4,822 iShares National Muni Bond ETF shares in Q2 2026, an estimated $516K.
iShares National Muni Bond ETF made up 0.54% of Professional Financial Advisors's portfolio in Q2 2026, its #30 holding.
Professional Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 16 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.