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Realta Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Realta Investment 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 		$129K Sell
1,203
-50
-4% -$5.35K 0.04% 233
2026
Q1 		$133K Sell
1,253
-156
-11% -$16.8K 0.05% 216
2025
Q4 		$151K Buy
1,409
+1,252
+797% +$134K 0.05% 207
2025
Q3 		$16.7K Sell
157
-713
-82% -$74.6K 0.01% 268
2025
Q2 		$90.9K Buy
870
+26
+3% +$2.7K 0.04% 205
2025
Q1 		$89K Buy
844
+4
+0.5% +$425 0.04% 208
2024
Q4 		$89.5K Sell
840
-74
-8% -$7.95K 0.04% 222
2024
Q3 		$98.3K Sell
914
-2,940
-76% -$317K 0.05% 213
2024
Q2 		$411K Buy
3,854
+71
+2% +$7.56K 0.08% 262
2024
Q1 		$407K Buy
3,783
+43
+1% +$4.64K 0.08% 264
2023
Q4 		$405K Sell
3,740
-1,160
-24% -$121K 0.09% 251
2023
Q3 		$523K Hold
4,900
– – 0.12% 200
2023
Q2 		$523K Buy
4,900
+21
+0.4% +$2.25K 0.11% 211
2023
Q1 		$526K Buy
4,879
+487
+11% +$52K 0.13% 199
2022
Q4 		$463K Sell
4,392
-176
-4% -$18.3K 0.11% 220
2022
Q3 		$469K Sell
4,568
-199
-4% -$21.2K 0.12% 202
2022
Q2 		$508K Sell
4,767
-4,373
-48% -$467K 0.12% 183
2022
Q1 		$1M Buy
9,140
+171
+2% +$19.3K 0.2% 117
2021
Q4 		$1.04M Buy
8,969
+500
+6% +$58.1K 0.23% 104
2021
Q3 		$984K Buy
8,469
+1,873
+28% +$220K 0.23% 108
2021
Q2 		$773K Buy
6,596
+1,237
+23% +$145K 0.18% 145
2021
Q1 		$622K Buy
5,359
+363
+7% +$42.3K 0.16% 165
2020
Q4 		$586K Buy
4,996
+132
+3% +$15.3K 0.17% 147
2020
Q3 		$564K Buy
4,864
+534
+12% +$62K 0.19% 135
2020
Q2 		$500K Buy
4,330
+41
+1% +$4.65K 0.16% 166
2020
Q1 		$485K Sell
4,289
-672
-14% -$76.7K 0.21% 136
2019
Q4 		$566K Sell
4,961
-435
-8% -$49.6K 0.15% 169
2019
Q3 		$615K Sell
5,396
-2,917
-35% -$333K 0.17% 141
2019
Q2 		$939K Buy
8,313
+946
+13% +$106K 0.26% 85
2019
Q1 		$820K Buy
+7,367
New +$808K 0.37% 69

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

Realta Investment Advisors's MUB Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 4% in Q2 2026, selling an estimated $5.35K and leaving 1,203 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #233.

Realta Investment Advisors first reported a position in MUB in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.04M in Q4 2021. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Realta Investment Advisors held 1,203 shares of iShares National Muni Bond ETF worth $129K as of Q2 2026.
  • Realta Investment Advisors sold 50 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.35K.
  • iShares National Muni Bond ETF made up 0.04% of Realta Investment Advisors's portfolio in Q2 2026, its #233 holding.
  • Realta Investment Advisors first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares National Muni Bond ETF position peaked at $1.04M in Q4 2021.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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