SWA
MUB icon

Stratos Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Stratos Wealth 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 		$2.4M Buy
22,602
+2,451
+12% +$264K 0.15% 141
2025
Q4 		$2.16M Buy
20,151
+1,095
+6% +$117K 0.1% 205
2025
Q3 		$2.03M Sell
19,056
-911
-5% -$95.3K 0.1% 212
2025
Q2 		$2.09M Sell
19,967
-1,510
-7% -$157K 0.11% 200
2025
Q1 		$2.26M Sell
21,477
-22,892
-52% -$2.43M 0.12% 157
2024
Q4 		$4.73M Sell
44,369
-269
-0.6% -$28.9K 0.23% 101
2024
Q3 		$4.85M Buy
44,638
+4,917
+12% +$530K 0.22% 99
2024
Q2 		$4.23M Buy
39,721
+4,612
+13% +$491K 0.21% 108
2024
Q1 		$3.78M Buy
35,109
+1,549
+5% +$167K 0.22% 111
2023
Q4 		$3.64M Sell
33,560
-3,241
-9% -$339K 0.21% 141
2023
Q3 		$3.77M Buy
36,801
+3,700
+11% +$390K 0.25% 117
2023
Q2 		$3.53M Buy
33,101
+6,115
+23% +$654K 0.25% 112
2023
Q1 		$2.91M Buy
26,986
+1,210
+5% +$129K 0.22% 128
2022
Q4 		$2.72M Sell
25,776
-4,856
-16% -$506K 0.23% 127
2022
Q3 		$3.14M Buy
30,632
+7,049
+30% +$749K 0.33% 81
2022
Q2 		$2.51M Sell
23,583
-17,465
-43% -$1.86M 0.23% 119
2022
Q1 		$4.5M Buy
41,048
+7,644
+23% +$863K 0.37% 66
2021
Q4 		$3.88M Buy
33,404
+3,728
+13% +$433K 0.28% 97
2021
Q3 		$3.45M Sell
29,676
-13,621
-31% -$1.6M 0.29% 94
2021
Q2 		$5.07M Buy
43,297
+28,652
+196% +$3.35M 0.45% 53
2021
Q1 		$1.7M Buy
14,645
+8,103
+124% +$945K 0.18% 157
2020
Q4 		$767K Buy
6,542
+552
+9% +$64.1K 0.11% 191
2020
Q3 		$694K Buy
5,990
+2,812
+88% +$327K 0.17% 142
2020
Q2 		$367K Sell
3,178
-5,638
-64% -$640K 0.11% 179
2020
Q1 		$996K Buy
8,816
+4,842
+122% +$553K 0.71% 35
2019
Q4 		$453K Buy
+3,974
New +$453K 0.26% 86

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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Stratos Wealth Advisors's MUB Position: Q1 2026 in Review

Stratos Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q1 2026, buying an estimated $264K and bringing the position to 22,602 shares worth $2.4M. The position accounts for 0.15% of the portfolio, ranked #141.

Stratos Wealth Advisors first reported a position in MUB in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.07M in Q2 2021. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Stratos Wealth Advisors held 22,602 shares of iShares National Muni Bond ETF worth $2.4M as of Q1 2026.
  • Stratos Wealth Advisors bought 2,451 iShares National Muni Bond ETF shares in Q1 2026, an estimated $264K.
  • iShares National Muni Bond ETF made up 0.15% of Stratos Wealth Advisors's portfolio in Q1 2026, its #141 holding.
  • Stratos Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Stratos Wealth Advisors's iShares National Muni Bond ETF position peaked at $5.07M in Q2 2021.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.