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

Tobias Financial 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	$372K	Sell	3,456 -807	-19%	-$86.3K	0.05%	103
2026 Q1	$453K	Sell	4,263 -14	-0.3%	-$1.5K	0.06%	91
2025 Q4	$458K	Hold	4,277	–	–	0.06%	91
2025 Q3	$455K	Sell	4,277 -29,491	-87%	-$3.09M	0.07%	90
2025 Q2	$3.53M	Sell	33,768 -843	-2%	-$87.6K	0.6%	30
2025 Q1	$3.65M	Buy	34,611 +4,693	+16%	+$499K	0.71%	27
2024 Q4	$3.19M	Sell	29,918 -2,636	-8%	-$283K	0.64%	30
2024 Q3	$3.54M	Sell	32,554 -2,076	-6%	-$224K	0.71%	27
2024 Q2	$3.69M	Hold	34,630	–	–	0.8%	24
2024 Q1	$3.73M	Buy	34,630 +261	+0.8%	+$28.2K	0.84%	27
2023 Q4	$3.73M	Buy	34,369 +1,455	+4%	+$152K	0.91%	27
2023 Q3	$3.38M	Hold	32,914	–	–	0.89%	29
2023 Q2	$3.51M	Hold	32,914	–	–	0.95%	31
2023 Q1	$3.55M	Sell	32,914 -32	-0.1%	-$3.42K	1.04%	29
2022 Q4	$3.48M	Buy	32,946 +29,441	+840%	+$3.07M	1.14%	28
2022 Q3	$360K	Sell	3,505 -771	-18%	-$82K	0.13%	65
2022 Q2	$455K	Buy	+4,276	New	+$456K	0.15%	61

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tobias Financial Advisors's MUB Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 19% in Q2 2026, selling an estimated $86.3K and leaving 3,456 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #103.

Tobias Financial Advisors first reported a position in MUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.73M in Q1 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Tobias Financial Advisors held 3,456 shares of iShares National Muni Bond ETF worth $372K as of Q2 2026.
Tobias Financial Advisors sold 807 iShares National Muni Bond ETF shares in Q2 2026, an estimated $86.3K.
iShares National Muni Bond ETF made up 0.05% of Tobias Financial Advisors's portfolio in Q2 2026, its #103 holding.
Tobias Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Tobias Financial Advisors's iShares National Muni Bond ETF position peaked at $3.73M in Q1 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.