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RTD Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

RTD Financial 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 		$17.8M Sell
165,842
-3,615
-2% -$387K 1.95% 14
2026
Q1 		$18M Sell
169,457
-5,587
-3% -$601K 2.21% 13
2025
Q4 		$18.7M Sell
175,044
-14,193
-8% -$1.52M 2.29% 13
2025
Q3 		$20.2M Buy
189,237
+5,874
+3% +$615K 2.42% 11
2025
Q2 		$19.2M Sell
183,363
-16,055
-8% -$1.67M 2.45% 10
2025
Q1 		$21M Buy
199,418
+4,483
+2% +$477K 2.83% 10
2024
Q4 		$20.8M Buy
194,935
+7,180
+4% +$771K 2.66% 10
2024
Q3 		$20.4M Buy
187,755
+4,025
+2% +$434K 2.58% 11
2024
Q2 		$19.6M Buy
183,730
+1,414
+0.8% +$151K 2.63% 10
2024
Q1 		$19.6M Buy
182,316
+2,725
+2% +$294K 2.64% 10
2023
Q4 		$19.5M Buy
179,591
+73,232
+69% +$7.65M 2.73% 10
2023
Q3 		$10.9M Sell
106,359
-4,619
-4% -$487K 1.67% 16
2023
Q2 		$11.8M Buy
110,978
+7,122
+7% +$761K 1.72% 16
2023
Q1 		$11.2M Buy
103,856
+2,624
+3% +$280K 1.73% 16
2022
Q4 		$10.7M Buy
+101,232
New +$10.6M 1.74% 15
2022
Q3 		– Sell
-102,880
Closed -$10.9M – 101
2022
Q2 		$10.9M Sell
102,880
-191,611
-65% -$20.4M 1.68% 17
2022
Q1 		$32.3M Buy
294,491
+7,894
+3% +$891K 4.36% 5
2021
Q4 		$33.3M Buy
+286,597
New +$33.3M 4.36% 5

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return