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

Summit Financial 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
Q2 		$751K Hold
6,982
– – 0.1% 96
2026
Q1 		$741K Hold
6,982
– – 0.11% 92
2025
Q4 		$748K Hold
6,982
– – 0.11% 84
2025
Q3 		$743K Hold
6,982
– – 0.12% 82
2025
Q2 		$729K Hold
6,982
– – 0.13% 76
2025
Q1 		$736K Hold
6,982
– – 0.15% 71
2024
Q4 		$743K Hold
6,982
– – 0.15% 75
2024
Q3 		$758K Hold
6,982
– – 0.14% 70
2024
Q2 		$744K Hold
6,982
– – 0.15% 66
2024
Q1 		$751K Hold
6,982
– – 0.15% 65
2023
Q4 		$757K Hold
6,982
– – 0.17% 61
2023
Q3 		$721K Hold
6,982
– – 0.18% 60
2023
Q2 		$745K Hold
6,982
– – 0.17% 61
2023
Q1 		$752K Hold
6,982
– – 0.18% 63
2022
Q4 		$737K Hold
6,982
– – 0.18% 65
2022
Q3 		$710K Hold
6,982
– – 0.2% 57
2022
Q2 		$751K Sell
6,982
-345
-5% -$36.8K 0.18% 63
2022
Q1 		$803K Buy
7,327
+209
+3% +$23.6K 0.16% 61
2021
Q4 		$827K Sell
7,118
-124
-2% -$14.4K 0.16% 61
2021
Q3 		$841K Buy
7,242
+198
+3% +$23.2K 0.19% 57
2021
Q2 		$826K Buy
7,044
+719
+11% +$84K 0.19% 58
2021
Q1 		$741K Sell
6,325
-965
-13% -$113K 0.19% 55
2020
Q4 		$845K Buy
7,290
+1,415
+24% +$164K 0.23% 49
2020
Q3 		$676K Sell
5,875
-1,415
-19% -$164K 0.18% 57
2020
Q2 		$841K Buy
7,290
+51
+0.7% +$5.79K 0.22% 53
2020
Q1 		$805K Buy
7,239
+3,829
+112% +$437K 0.25% 51
2019
Q4 		$394K Buy
3,410
+466
+16% +$53.1K 0.1% 102
2019
Q3 		$336K Sell
2,944
-262
-8% -$29.9K 0.08% 114
2019
Q2 		$363K Sell
3,206
-81
-2% -$9.07K 0.09% 114
2019
Q1 		$364K Buy
3,287
+250
+8% +$27.4K 0.1% 95
2018
Q4 		$331K Sell
3,037
-66
-2% -$7.1K 0.11% 93
2018
Q3 		$331K Sell
3,103
-1,029
-25% -$112K 0.1% 96
2018
Q2 		$450K Hold
4,132
– – 0.15% 88
2018
Q1 		$450K Sell
4,132
-1,825
-31% -$199K 0.15% 88
2017
Q4 		$660K Buy
5,957
+1,145
+24% +$127K 0.23% 78
2017
Q3 		$534K Buy
4,812
+497
+12% +$55.1K 0.19% 82
2017
Q2 		$475K Buy
+4,315
New +$474K 0.19% 92
2015
Q4 		– Sell
-4,000
Closed -$438K – 182
2015
Q3 		$438K Buy
+4,000
New +$435K 0.28% 59

Other funds holding MUB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Summit Financial Wealth Advisors's MUB Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 6,982 shares worth $751K. The position accounts for 0.1% of the portfolio, ranked #96.

Summit Financial Wealth Advisors first reported a position in MUB in Q3 2015 and has held it in 38 quarters since. The position peaked at $845K in Q4 2020. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Summit Financial Wealth Advisors held 6,982 shares of iShares National Muni Bond ETF worth $751K as of Q2 2026.
  • Summit Financial Wealth Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.1% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Summit Financial Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2015 and has held it in 38 quarters since.
  • Summit Financial Wealth Advisors's iShares National Muni Bond ETF position peaked at $845K in Q4 2020.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.