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Prosperity Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Prosperity Capital 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 		$2.49M Sell
23,124
-2,044
-8% -$219K 0.12% 118
2026
Q1 		$2.67M Buy
25,168
+8,861
+54% +$953K 0.15% 100
2025
Q4 		$1.75M Buy
16,307
+1,223
+8% +$131K 0.1% 127
2025
Q3 		$1.61M Buy
15,084
+40
+0.3% +$4.19K 0.09% 139
2025
Q2 		$1.57M Sell
15,044
-4,319
-22% -$449K 0.1% 137
2025
Q1 		$2.04M Buy
19,363
+2,986
+18% +$318K 0.16% 101
2024
Q4 		$1.74M Buy
16,377
+2,910
+22% +$313K 0.14% 111
2024
Q3 		$1.46M Buy
13,467
+2,390
+22% +$258K 0.12% 120
2024
Q2 		$1.18M Buy
11,077
+2,891
+35% +$308K 0.13% 118
2024
Q1 		$881K Sell
8,186
-3,195
-28% -$345K 0.1% 151
2023
Q4 		$1.23M Buy
11,381
+1,779
+19% +$186K 0.13% 88
2023
Q3 		$985K Buy
9,602
+897
+10% +$94.6K 0.13% 93
2023
Q2 		$929K Buy
8,705
+1,769
+26% +$189K 0.13% 92
2023
Q1 		$747K Buy
6,936
+4,056
+141% +$433K 0.12% 93
2022
Q4 		$304K Buy
+2,880
New +$300K 0.09% 143

Other funds holding MUB

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Prosperity Capital Advisors's MUB Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 8.1% in Q2 2026, selling an estimated $219K and leaving 23,124 shares worth $2.49M. The position accounts for 0.12% of the portfolio, ranked #118.

Prosperity Capital Advisors first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.67M in Q1 2026. 419 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Prosperity Capital Advisors held 23,124 shares of iShares National Muni Bond ETF worth $2.49M as of Q2 2026.
  • Prosperity Capital Advisors sold 2,044 iShares National Muni Bond ETF shares in Q2 2026, an estimated $219K.
  • iShares National Muni Bond ETF made up 0.12% of Prosperity Capital Advisors's portfolio in Q2 2026, its #118 holding.
  • Prosperity Capital Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's iShares National Muni Bond ETF position peaked at $2.67M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.