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Prospera Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Prospera Financial Services’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 		$6.59M Buy
61,228
+3,537
+6% +$378K 0.1% 228
2026
Q1 		$6.12M Buy
57,691
+2,172
+4% +$234K 0.1% 226
2025
Q4 		$5.95M Sell
55,519
-843
-1% -$90.3K 0.1% 216
2025
Q3 		$6M Buy
56,362
+1,002
+2% +$105K 0.1% 218
2025
Q2 		$5.78M Buy
55,360
+7,580
+16% +$788K 0.11% 202
2025
Q1 		$5.04M Buy
47,780
+1,924
+4% +$205K 0.12% 198
2024
Q4 		$4.89M Buy
45,856
+38,167
+496% +$4.1M 0.11% 203
2024
Q3 		$836K Sell
7,689
-648
-8% -$69.8K 0.02% 549
2024
Q2 		$889K Sell
8,337
-647
-7% -$68.9K 0.02% 539
2024
Q1 		$967K Sell
8,984
-482
-5% -$52K 0.03% 502
2023
Q4 		$1.03M Sell
9,466
-1,422
-13% -$149K 0.03% 465
2023
Q3 		$1.12M Sell
10,888
-991
-8% -$105K 0.04% 402
2023
Q2 		$1.27M Buy
11,879
+806
+7% +$86.2K 0.05% 360
2023
Q1 		$1.19M Sell
11,073
-10
-0.1% -$1.07K 0.05% 372
2022
Q4 		$1.17M Buy
11,083
+3,950
+55% +$412K 0.06% 324
2022
Q3 		$732K Sell
7,133
-479
-6% -$50.9K 0.04% 438
2022
Q2 		$810K Sell
7,612
-8,862
-54% -$946K 0.04% 412
2022
Q1 		$1.81M Sell
16,474
-15,159
-48% -$1.71M 0.08% 294
2021
Q4 		$3.68M Buy
31,633
+7,076
+29% +$822K 0.16% 151
2021
Q3 		$2.85M Buy
24,557
+3,423
+16% +$401K 0.14% 179
2021
Q2 		$2.48M Buy
21,134
+14,392
+213% +$1.68M 0.12% 207
2021
Q1 		$783K Buy
6,742
+2,418
+56% +$282K 0.05% 387
2020
Q4 		$507K Buy
4,324
+3,569
+473% +$415K 0.03% 419
2020
Q3 		$88K Sell
755
-3,065
-80% -$356K 0.03% 443
2020
Q2 		$441K Sell
3,820
-1,173
-23% -$133K 0.04% 379
2020
Q1 		$564K Hold
4,993
– – 0.06% 281
2019
Q4 		$569K Buy
4,993
+413
+9% +$47K 0.04% 358
2019
Q3 		$523K Buy
4,580
+1,315
+40% +$150K 0.05% 301
2019
Q2 		$369K Buy
+3,265
New +$366K 0.04% 354
2018
Q3 		– Sell
-3,272
Closed -$356K – 441
2018
Q2 		$356K Sell
3,272
-191
-6% -$20.7K 0.05% 304
2018
Q1 		$376K Sell
3,463
-611
-15% -$66.6K 0.05% 291
2017
Q4 		$450K Sell
4,074
-1,772
-30% -$196K 0.07% 235
2017
Q3 		$648K Sell
5,846
-148
-2% -$16.4K 0.1% 191
2017
Q2 		$659K Buy
5,994
+3,872
+182% +$426K 0.11% 178
2017
Q1 		$231K Buy
2,122
+6
+0.3% +$650 0.04% 312
2016
Q4 		$229K Sell
2,116
-6,901
-77% -$756K 0.04% 324
2016
Q3 		$1.02M Buy
9,017
+268
+3% +$30.4K 0.2% 94
2016
Q2 		$997K Buy
8,749
+45
+0.5% +$5.06K 0.21% 92
2016
Q1 		$972K Buy
8,704
+79
+0.9% +$8.79K 0.22% 81
2015
Q4 		$955K Buy
8,625
+170
+2% +$18.7K 0.21% 75
2015
Q3 		$926K Buy
8,455
+1,339
+19% +$146K 0.23% 62
2015
Q2 		$770K Buy
7,116
+685
+11% +$74.6K 0.18% 92
2015
Q1 		$711K Buy
6,431
+23
+0.4% +$2.54K 0.16% 94
2014
Q4 		$707K Buy
6,408
+44
+0.7% +$4.84K 0.18% 92
2014
Q3 		$698K Buy
6,364
+531
+9% +$57.9K 0.19% 83
2014
Q2 		$634K Buy
5,833
+528
+10% +$57.1K 0.17% 97
2014
Q1 		$568K Buy
+5,305
New +$563K 0.18% 81
2013
Q4 		– Sell
-2,144
Closed -$223K – 282
2013
Q3 		$223K Buy
+2,144
New +$221K 0.08% 198

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

Prospera Financial Services's MUB Position: Q2 2026 in Review

Prospera Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 6.1% in Q2 2026, buying an estimated $378K and bringing the position to 61,228 shares worth $6.59M. The position accounts for 0.1% of the portfolio, ranked #228.

Prospera Financial Services first reported a position in MUB in Q3 2013 and has held it in 48 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Prospera Financial Services held 61,228 shares of iShares National Muni Bond ETF worth $6.59M as of Q2 2026.
  • Prospera Financial Services bought 3,537 iShares National Muni Bond ETF shares in Q2 2026, an estimated $378K.
  • iShares National Muni Bond ETF made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #228 holding.
  • Prospera Financial Services first reported a position in iShares National Muni Bond ETF in Q3 2013 and has held it in 48 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.