Sincerus Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Sincerus Advisory’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	$5.84M	Buy	54,239 +1,824	+3%	+$195K	3.96%	4
2026 Q1	$5.56M	Buy	52,415 +9,765	+23%	+$1.05M	4.22%	4
2025 Q4	$4.57M	Buy	42,650 +10,171	+31%	+$1.09M	3.67%	4
2025 Q3	$3.46M	Buy	32,479 +3,555	+12%	+$372K	2.96%	8
2025 Q2	$3M	Sell	28,924 -6,523	-18%	-$678K	2.82%	8
2025 Q1	$3.74M	Buy	35,447 +8,659	+32%	+$921K	3.94%	4
2024 Q4	$2.85M	Buy	+26,788	New	+$2.88M	3.06%	8

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

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

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

Sincerus Advisory's MUB Position: Q2 2026 in Review

Sincerus Advisory increased its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q2 2026, buying an estimated $195K and bringing the position to 54,239 shares worth $5.84M. The position accounts for 3.96% of the portfolio, ranked #4.

Sincerus Advisory first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sincerus Advisory held 54,239 shares of iShares National Muni Bond ETF worth $5.84M as of Q2 2026.
Sincerus Advisory bought 1,824 iShares National Muni Bond ETF shares in Q2 2026, an estimated $195K.
iShares National Muni Bond ETF made up 3.96% of Sincerus Advisory's portfolio in Q2 2026, its #4 holding.
Sincerus Advisory first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.