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

Pure 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	$10.7M	Buy	99,802 +2,233	+2%	+$239K	0.14%	79
2026 Q1	$10.4M	Buy	97,569 +11,634	+14%	+$1.25M	0.15%	76
2025 Q4	$9.2M	Buy	85,935 +9,949	+13%	+$1.07M	0.14%	80
2025 Q3	$8.09M	Buy	75,986 +21,558	+40%	+$2.26M	0.13%	82
2025 Q2	$5.69M	Buy	54,428 +15,685	+40%	+$1.63M	0.1%	94
2025 Q1	$4.09M	Buy	38,743 +6,430	+20%	+$684K	0.09%	91
2024 Q4	$3.44M	Buy	32,313 +534	+2%	+$57.4K	0.08%	92
2024 Q3	$3.45M	Buy	31,779 +1,933	+6%	+$208K	0.08%	91
2024 Q2	$3.18M	Sell	29,846 -7,865	-21%	-$838K	0.09%	94
2024 Q1	$4.06M	Buy	37,711 +1,698	+5%	+$183K	0.13%	80
2023 Q4	$3.9M	Sell	36,013 -3,825	-10%	-$400K	0.13%	79
2023 Q3	$4.08M	Buy	39,838 +8,039	+25%	+$848K	0.17%	69
2023 Q2	$3.39M	Buy	31,799 +4,024	+14%	+$430K	0.14%	73
2023 Q1	$2.99M	Buy	27,775 +3,118	+13%	+$333K	0.14%	76
2022 Q4	$2.6M	Buy	24,657 +7,386	+43%	+$770K	0.13%	76
2022 Q3	$1.77M	Buy	17,271 +1,026	+6%	+$109K	0.1%	86
2022 Q2	$1.73M	Buy	+16,245	New	+$1.73M	0.11%	89

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

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

Pure Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 2.3% in Q2 2026, buying an estimated $239K and bringing the position to 99,802 shares worth $10.7M. The position accounts for 0.14% of the portfolio, ranked #79.

Pure Financial Advisors first reported a position in MUB in Q2 2022 and has held it in 17 quarters since. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Pure Financial Advisors held 99,802 shares of iShares National Muni Bond ETF worth $10.7M as of Q2 2026.
Pure Financial Advisors bought 2,233 iShares National Muni Bond ETF shares in Q2 2026, an estimated $239K.
iShares National Muni Bond ETF made up 0.14% of Pure Financial Advisors's portfolio in Q2 2026, its #79 holding.
Pure Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.