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

Retirement 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	$58M	Buy	543,022 +118,918	+28%	+$12.7M	4.14%	7
2026 Q1	$45.4M	Buy	424,104 +1,252	+0.3%	+$135K	3.66%	8
2025 Q4	$45.3M	Buy	422,852 +30,817	+8%	+$3.3M	3.65%	8
2025 Q3	$41.7M	Buy	392,035 +37,875	+11%	+$3.96M	3.47%	8
2025 Q2	$37M	Buy	354,160 +36,353	+11%	+$3.78M	3.33%	8
2025 Q1	$33.5M	Buy	317,807 +22,644	+8%	+$2.41M	3.39%	8
2024 Q4	$31.4M	Buy	295,163 +39,322	+15%	+$4.22M	3.32%	8
2024 Q3	$27.8M	Buy	255,841 +13,289	+5%	+$1.43M	3.04%	8
2024 Q2	$25.8M	Buy	+242,552	New	+$25.8M	3.14%	8
2023 Q4	$24M	Sell	221,409 -157,507	-42%	-$16.5M	3.44%	8
2023 Q3	$38.9M	Buy	378,916 +62,498	+20%	+$6.59M	3.54%	8
2023 Q2	$33.8M	Buy	316,418 +60,160	+23%	+$6.43M	4.05%	7
2023 Q1	$27.6M	Buy	256,258 +148,968	+139%	+$15.9M	4.94%	6
2022 Q4	$11.3M	Buy	+107,290	New	+$11.2M	7.33%	4

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Retirement Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 28% in Q2 2026, buying an estimated $12.7M and bringing the position to 543,022 shares worth $58M. The position accounts for 4.14% of the portfolio, ranked #7.

Retirement Investment Advisors first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. 588 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Retirement Investment Advisors held 543,022 shares of iShares National Muni Bond ETF worth $58M as of Q2 2026.
Retirement Investment Advisors bought 118,918 iShares National Muni Bond ETF shares in Q2 2026, an estimated $12.7M.
iShares National Muni Bond ETF made up 4.14% of Retirement Investment Advisors's portfolio in Q2 2026, its #7 holding.
Retirement Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
588 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.