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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

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

RTD Financial Advisors's MUB Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q2 2026, selling an estimated $387K and leaving 165,842 shares worth $17.8M. The position accounts for 1.95% of the portfolio, ranked #14.

RTD Financial Advisors first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.3M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • RTD Financial Advisors held 165,842 shares of iShares National Muni Bond ETF worth $17.8M as of Q2 2026.
  • RTD Financial Advisors sold 3,615 iShares National Muni Bond ETF shares in Q2 2026, an estimated $387K.
  • iShares National Muni Bond ETF made up 1.95% of RTD Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • RTD Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • RTD Financial Advisors's iShares National Muni Bond ETF position peaked at $33.3M in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.