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

Resonant 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 		$27.4M Buy
254,378
+46,909
+23% +$5.02M 1.31% 20
2026
Q1 		$22M Buy
207,469
+16,190
+8% +$1.74M 1.16% 23
2025
Q4 		$20.5M Buy
191,279
+14,503
+8% +$1.55M 1.13% 26
2025
Q3 		$18.8M Buy
176,776
+32,690
+23% +$3.42M 1.1% 25
2025
Q2 		$15.1M Buy
144,086
+7,710
+6% +$802K 0.96% 27
2025
Q1 		$14.4M Buy
136,376
+10,111
+8% +$1.08M 1% 26
2024
Q4 		$13.5M Buy
126,265
+11,399
+10% +$1.22M 0.98% 23
2024
Q3 		$12.5M Buy
114,866
+3,675
+3% +$396K 0.92% 26
2024
Q2 		$11.8M Buy
111,191
+19,344
+21% +$2.06M 0.96% 26
2024
Q1 		$9.88M Buy
91,847
+8,946
+11% +$965K 0.85% 30
2023
Q4 		$8.99M Sell
82,901
-16,308
-16% -$1.7M 0.87% 28
2023
Q3 		$10.2M Sell
99,209
-570
-0.6% -$60.1K 1.08% 23
2023
Q2 		$10.6M Buy
99,779
+12,112
+14% +$1.29M 1.16% 23
2023
Q1 		$9.45M Buy
87,667
+11,257
+15% +$1.2M 1.07% 25
2022
Q4 		$8.06M Buy
76,410
+29,404
+63% +$3.06M 1.01% 25
2022
Q3 		$4.82M Buy
47,006
+32,478
+224% +$3.45M 0.73% 36
2022
Q2 		$1.54M Sell
14,528
-11,974
-45% -$1.28M 0.24% 90
2022
Q1 		$2.9M Sell
26,502
-42,045
-61% -$4.75M 0.43% 63
2021
Q4 		$7.97M Buy
68,547
+20,813
+44% +$2.42M 1.2% 19
2021
Q3 		$5.54M Buy
47,734
+12,528
+36% +$1.47M 0.96% 22
2021
Q2 		$4.13M Buy
35,206
+15,869
+82% +$1.85M 0.8% 23
2021
Q1 		$3.7M Buy
19,337
+3,964
+26% +$462K 0.76% 25
2020
Q4 		$1.8M Buy
15,373
+6,722
+78% +$781K 0.43% 49
2020
Q3 		$1M Buy
8,651
+2,009
+30% +$233K 0.29% 74
2020
Q2 		$766K Buy
+6,642
New +$754K 0.22% 87

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

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

Resonant Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 23% in Q2 2026, buying an estimated $5.02M and bringing the position to 254,378 shares worth $27.4M. The position accounts for 1.31% of the portfolio, ranked #20.

Resonant Capital Advisors first reported a position in MUB in Q2 2020 and has held it in 25 quarters since. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Resonant Capital Advisors held 254,378 shares of iShares National Muni Bond ETF worth $27.4M as of Q2 2026.
  • Resonant Capital Advisors bought 46,909 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.02M.
  • iShares National Muni Bond ETF made up 1.31% of Resonant Capital Advisors's portfolio in Q2 2026, its #20 holding.
  • Resonant Capital Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.