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

Spectrum 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 		$353K Sell
3,277
-3,683
-53% -$394K 0.14% 48
2026
Q1 		$739K Sell
6,960
-1,625
-19% -$175K 0.37% 21
2025
Q4 		$920K Buy
8,585
+216
+3% +$23.1K 0.46% 20
2025
Q3 		$891K Buy
8,369
+65
+0.8% +$6.8K 0.48% 17
2025
Q2 		$868K Buy
8,304
+45
+0.5% +$4.68K 0.5% 16
2025
Q1 		$871K Buy
8,259
+12
+0.1% +$1.28K 0.56% 16
2024
Q4 		$879K Sell
8,247
-92
-1% -$9.88K 0.59% 15
2024
Q3 		$906K Buy
8,339
+16
+0.2% +$1.72K 0.62% 14
2024
Q2 		$887K Buy
8,323
+379
+5% +$40.4K 0.65% 13
2024
Q1 		$855K Sell
7,944
-17,665
-69% -$1.91M 0.63% 16
2023
Q4 		$2.78M Buy
+25,609
New +$2.68M 2.2% 12

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

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

Spectrum Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 53% in Q2 2026, selling an estimated $394K and leaving 3,277 shares worth $353K. The position accounts for 0.14% of the portfolio, ranked #48.

Spectrum Investment Advisors first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.78M in Q4 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Spectrum Investment Advisors held 3,277 shares of iShares National Muni Bond ETF worth $353K as of Q2 2026.
  • Spectrum Investment Advisors sold 3,683 iShares National Muni Bond ETF shares in Q2 2026, an estimated $394K.
  • iShares National Muni Bond ETF made up 0.14% of Spectrum Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Spectrum Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Spectrum Investment Advisors's iShares National Muni Bond ETF position peaked at $2.78M in Q4 2023.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.