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

Strategic 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 		$1.09M Buy
10,335
+1,924
+23% +$207K 0.08% 141
2025
Q4 		$901K Buy
8,411
+3,920
+87% +$420K 0.08% 112
2025
Q3 		$857K Sell
4,491
-4,321
-49% -$452K 0.08% 110
2025
Q2 		$921K Sell
8,812
-474
-5% -$49.3K 0.09% 106
2025
Q1 		$979K Buy
9,286
+1,963
+27% +$209K 0.1% 109
2024
Q4 		$780K Buy
7,323
+191
+3% +$20.5K 0.08% 136
2024
Q3 		$775K Buy
7,132
+181
+3% +$19.5K 0.08% 140
2024
Q2 		$741K Buy
6,951
+708
+11% +$75.4K 0.09% 137
2024
Q1 		$672K Buy
6,243
+725
+13% +$78.2K 0.09% 147
2023
Q4 		$598K Sell
5,518
-289
-5% -$30.2K 0.09% 149
2023
Q3 		$595K Buy
+5,807
New +$613K 0.1% 151
2023
Q2 		– Sell
-3,067
Closed -$330K – 231
2023
Q1 		$330K Buy
3,067
+460
+18% +$49.2K 0.06% 189
2022
Q4 		$275K Buy
+2,607
New +$272K 0.06% 197

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $147B AUM 18.73% 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 $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Strategic Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 23% in Q1 2026, buying an estimated $207K and bringing the position to 10,335 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #141.

Strategic Investment Advisors first reported a position in MUB in Q4 2022 and has held it in 13 quarters since. 1,626 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Strategic Investment Advisors held 10,335 shares of iShares National Muni Bond ETF worth $1.09M as of Q1 2026.
  • Strategic Investment Advisors bought 1,924 iShares National Muni Bond ETF shares in Q1 2026, an estimated $207K.
  • iShares National Muni Bond ETF made up 0.08% of Strategic Investment Advisors's portfolio in Q1 2026, its #141 holding.
  • Strategic Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,626 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.