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

Soltis 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 Q1	$935K	Sell	8,811 -2,568	-23%	-$276K	0.06%	231
2025 Q4	$1.22M	Buy	11,379 +2,249	+25%	+$241K	0.08%	197
2025 Q3	$972K	Buy	9,130 +3,542	+63%	+$371K	0.07%	206
2025 Q2	$584K	Sell	5,588 -657	-11%	-$68.3K	0.05%	239
2025 Q1	$658K	Sell	6,245 -876	-12%	-$93.2K	0.06%	204
2024 Q4	$759K	Buy	7,121 +2,790	+64%	+$300K	0.07%	193
2024 Q3	$471K	Buy	4,331 +1,949	+82%	+$210K	0.05%	228
2024 Q2	$254K	Sell	2,382 -264	-10%	-$28.1K	0.03%	284
2024 Q1	$285K	Buy	+2,646	New	+$286K	0.03%	254
2022 Q1	–	Sell	-4,880	Closed	-$567K	–	264
2021 Q4	$567K	Buy	4,880 +70	+1%	+$8.13K	0.08%	162
2021 Q3	$559K	Sell	4,810 -121	-2%	-$14.2K	0.09%	153
2021 Q2	$578K	Buy	+4,931	New	+$576K	0.09%	156

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Soltis Investment Advisors's MUB Position: Q1 2026 in Review

Soltis Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 23% in Q1 2026, selling an estimated $276K and leaving 8,811 shares worth $935K. The position accounts for 0.06% of the portfolio, ranked #231.

Soltis Investment Advisors first reported a position in MUB in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.22M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Soltis Investment Advisors held 8,811 shares of iShares National Muni Bond ETF worth $935K as of Q1 2026.
Soltis Investment Advisors sold 2,568 iShares National Muni Bond ETF shares in Q1 2026, an estimated $276K.
iShares National Muni Bond ETF made up 0.06% of Soltis Investment Advisors's portfolio in Q1 2026, its #231 holding.
Soltis Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 12 quarters since.
Soltis Investment Advisors's iShares National Muni Bond ETF position peaked at $1.22M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.