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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
Q2 		$863K Sell
8,017
-794
-9% -$84.9K 0.05% 266
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
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 22.9% 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

Soltis Investment Advisors's MUB Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 9% in Q2 2026, selling an estimated $84.9K and leaving 8,017 shares worth $863K. The position accounts for 0.05% of the portfolio, ranked #266.

Soltis Investment Advisors first reported a position in MUB in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.22M in Q4 2025. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Soltis Investment Advisors held 8,017 shares of iShares National Muni Bond ETF worth $863K as of Q2 2026.
  • Soltis Investment Advisors sold 794 iShares National Muni Bond ETF shares in Q2 2026, an estimated $84.9K.
  • iShares National Muni Bond ETF made up 0.05% of Soltis Investment Advisors's portfolio in Q2 2026, its #266 holding.
  • Soltis Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 13 quarters since.
  • Soltis Investment Advisors's iShares National Muni Bond ETF position peaked at $1.22M in Q4 2025.
  • 1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.