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Sterling Investment Advisors (Pennsylvania)’s iShares National Muni Bond ETF MUB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$6.71M Buy
62,389
+11,800
+23% +$1.26M 1.12% 24
2026
Q1 		$5.37M Buy
50,589
+7,560
+18% +$813K 0.97% 32
2025
Q4 		$4.61M Buy
43,029
+8,639
+25% +$925K 0.85% 39
2025
Q3 		$3.66M Buy
34,390
+3,050
+10% +$319K 0.71% 45
2025
Q2 		$3.27M Buy
31,340
+4,850
+18% +$504K 0.72% 46
2025
Q1 		$2.79M Hold
26,490
– – 0.67% 47
2024
Q4 		$2.82M Sell
26,490
-4,044
-13% -$434K 0.68% 49
2024
Q3 		$3.32M Buy
30,534
+1,945
+7% +$210K 0.84% 40
2024
Q2 		$3.05M Buy
28,589
+500
+2% +$53.3K 0.82% 43
2024
Q1 		$3.02M Buy
28,089
+5,080
+22% +$548K 0.85% 41
2023
Q4 		$2.49M Buy
23,009
+4,190
+22% +$438K 0.78% 46
2023
Q3 		$1.93M Buy
18,819
+1,770
+10% +$187K 0.67% 49
2023
Q2 		$1.82M Hold
17,049
– – 0.6% 52
2023
Q1 		$1.84M Buy
17,049
+375
+2% +$40.1K 0.62% 51
2022
Q4 		$1.76M Buy
16,674
+5,100
+44% +$532K 0.63% 50
2022
Q3 		$1.19M Buy
11,574
+500
+5% +$53.2K 0.44% 63
2022
Q2 		$1.18M Hold
11,074
– – 0.41% 66
2022
Q1 		$1.21M Hold
11,074
– – 0.34% 78
2021
Q4 		$1.29M Hold
11,074
– – 0.36% 74
2021
Q3 		$1.29M Hold
11,074
– – 0.38% 73
2021
Q2 		$1.3M Hold
11,074
– – 0.38% 74
2021
Q1 		$1.28M Buy
11,074
+1,000
+10% +$117K 0.41% 71
2020
Q4 		$1.18M Buy
10,074
+1,000
+11% +$116K 0.4% 67
2020
Q3 		$1.05M Hold
9,074
– – 0.41% 65
2020
Q2 		$1.05M Sell
9,074
-200
-2% -$22.7K 0.43% 65
2020
Q1 		$1.05M Sell
9,274
-230
-2% -$26.3K 0.55% 56
2019
Q4 		$1.08M Buy
9,504
+2,050
+28% +$234K 0.5% 60
2019
Q3 		$851K Buy
7,454
+880
+13% +$100K 0.43% 62
2019
Q2 		$743K Hold
6,574
– – 0.38% 67
2019
Q1 		$731K Hold
6,574
– – 0.37% 67
2018
Q4 		$716K Hold
6,574
– – 0.42% 63
2018
Q3 		$710K Hold
6,574
– – 0.37% 69
2018
Q2 		$716K Hold
6,574
– – 0.42% 66
2018
Q1 		$716K Hold
6,574
– – 0.44% 63
2017
Q4 		$728K Hold
6,574
– – 0.45% 64
2017
Q3 		$729K Buy
6,574
+200
+3% +$22.2K 0.48% 62
2017
Q2 		$702K Buy
6,374
+1,600
+34% +$176K 0.47% 65
2017
Q1 		$520K Buy
4,774
+2,294
+93% +$249K 0.37% 71
2016
Q4 		$268K Buy
+2,480
New +$272K 0.21% 81

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MUB Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its iShares National Muni Bond ETF (MUB) stake by 23% in Q2 2026, buying an estimated $1.26M and bringing the position to 62,389 shares worth $6.71M. The position accounts for 1.12% of the portfolio, ranked #24.

Sterling Investment Advisors (Pennsylvania) first reported a position in MUB in Q4 2016 and has held it in 39 quarters since. 900 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 62,389 shares of iShares National Muni Bond ETF worth $6.71M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 11,800 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.26M.
  • iShares National Muni Bond ETF made up 1.12% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #24 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • 900 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.