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

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return