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

Regal 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 Q1	$11M	Buy	103,778 +9,446	+10%	+$1.02M	0.64%	28
2025 Q4	$10.1M	Buy	94,332 +8,408	+10%	+$900K	0.6%	32
2025 Q3	$9.15M	Buy	85,924 +5,904	+7%	+$618K	0.6%	36
2025 Q2	$8.36M	Sell	80,020 -1,495	-2%	-$155K	0.63%	35
2025 Q1	$8.59M	Sell	81,515 -2,177	-3%	-$232K	0.7%	30
2024 Q4	$8.92M	Buy	83,692 +7,924	+10%	+$851K	0.67%	35
2024 Q3	$8.23M	Buy	75,768 +3,830	+5%	+$413K	0.58%	39
2024 Q2	$7.66M	Buy	71,938 +491	+0.7%	+$52.3K	0.5%	51
2024 Q1	$7.69M	Buy	71,447 +1,095	+2%	+$118K	0.53%	45
2023 Q4	$7.63M	Buy	70,352 +7,092	+11%	+$741K	0.58%	43
2023 Q3	$6.49M	Sell	63,260 -2,006	-3%	-$212K	0.55%	46
2023 Q2	$6.97M	Buy	65,266 +1,289	+2%	+$138K	0.58%	43
2023 Q1	$6.89M	Buy	63,977 +8,520	+15%	+$910K	0.61%	42
2022 Q4	$5.85M	Sell	55,457 -7,022	-11%	-$732K	0.57%	47
2022 Q3	$6.41M	Buy	62,479 +12,755	+26%	+$1.36M	0.68%	34
2022 Q2	$5.29M	Sell	49,724 -3,599	-7%	-$384K	0.55%	47
2022 Q1	$5.85M	Buy	53,323 +4,165	+8%	+$470K	0.54%	49
2021 Q4	$5.72M	Buy	49,158 +5,498	+13%	+$638K	0.51%	49
2021 Q3	$5.07M	Buy	43,660 +858	+2%	+$101K	0.49%	53
2021 Q2	$5.02M	Buy	42,802 +10,230	+31%	+$1.2M	0.5%	49
2021 Q1	$3.78M	Sell	32,572 -7,974	-20%	-$930K	3.83%	9
2020 Q4	$4.75M	Buy	40,546 +9,181	+29%	+$1.07M	0.54%	43
2020 Q3	$3.64M	Sell	31,365 -3,547	-10%	-$412K	4.3%	9
2020 Q2	$4.03M	Buy	34,912 +6,986	+25%	+$793K	0.74%	33
2020 Q1	$3.16M	Sell	27,926 -4,587	-14%	-$524K	4.64%	8
2019 Q4	$3.7M	Buy	32,513 +426	+1%	+$48.5K	0.67%	35
2019 Q3	$3.66M	Buy	32,087 +1,418	+5%	+$162K	0.71%	33
2019 Q2	$3.47M	Buy	30,669 +479	+2%	+$53.6K	0.68%	34
2019 Q1	$3.36M	Buy	30,190 +476	+2%	+$52.2K	0.68%	41
2018 Q4	$3.24M	Buy	29,714 +4,636	+18%	+$499K	0.71%	35
2018 Q3	$2.71M	Buy	25,078 +2,429	+11%	+$264K	0.57%	43
2018 Q2	$2.47M	Sell	22,649 -1,888	-8%	-$205K	0.75%	36
2018 Q1	$2.67M	Buy	24,537 +1,394	+6%	+$152K	0.59%	45
2017 Q4	$2.56M	Buy	23,143 +986	+4%	+$109K	0.57%	49
2017 Q3	$2.46M	Sell	22,157 -1,718	-7%	-$191K	0.57%	51
2017 Q2	$2.63M	Sell	23,875 -3,488	-13%	-$384K	0.65%	45
2017 Q1	$2.98M	Buy	27,363 +1,103	+4%	+$120K	0.78%	36
2016 Q4	$2.84M	Sell	26,260 -2,296	-8%	-$251K	0.79%	45
2016 Q3	$3.22M	Buy	28,556 +3,427	+14%	+$388K	0.91%	33
2016 Q2	$2.86M	Sell	25,129 -1,737	-6%	-$195K	0.79%	44
2016 Q1	$3M	Buy	26,866 +7,943	+42%	+$884K	0.81%	45
2015 Q4	$2.09M	Buy	18,923 +4,170	+28%	+$458K	0.54%	72
2015 Q3	$1.62M	Buy	14,753 +1,654	+13%	+$180K	0.42%	81
2015 Q2	$1.42M	Buy	13,099 +1,313	+11%	+$143K	0.38%	83
2015 Q1	$1.3M	Buy	11,786 +1,215	+11%	+$134K	0.32%	93
2014 Q4	$1.17M	Buy	10,571 +6,464	+157%	+$710K	0.31%	96
2014 Q3	$450K	Buy	4,107 +2,585	+170%	+$282K	0.14%	152
2014 Q2	$165K	Hold	1,522	–	–	0.06%	219
2014 Q1	$163K	Buy	+1,522	New	+$162K	0.07%	210
2013 Q4	–	Sell	-2,222	Closed	-$232K	–	911
2013 Q3	$232K	Sell	2,222 -540	-20%	-$55.8K	0.14%	153
2013 Q2	$290K	Buy	+2,762	New	+$302K	0.16%	132

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's MUB Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q1 2026, buying an estimated $1.02M and bringing the position to 103,778 shares worth $11M. The position accounts for 0.64% of the portfolio, ranked #28.

Regal Investment Advisors first reported a position in MUB in Q2 2013 and has held it in 51 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Regal Investment Advisors held 103,778 shares of iShares National Muni Bond ETF worth $11M as of Q1 2026.
Regal Investment Advisors bought 9,446 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.02M.
iShares National Muni Bond ETF made up 0.64% of Regal Investment Advisors's portfolio in Q1 2026, its #28 holding.
Regal Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 51 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.