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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
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FG
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. 575 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.
  • 575 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.