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

True Link 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 		– Sell
-936
Closed -$99.4K – 286
2026
Q1 		$99.4K Buy
+936
New +$101K 0.01% 151
2025
Q1 		– Sell
-2,638
Closed -$281K – 105
2024
Q4 		$281K Buy
+2,638
New +$283K 0.02% 56

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $171B AUM 24.68% 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 $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

True Link Financial Advisors's MUB Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 936 shares — an estimated $99.4K sold.

True Link Financial Advisors first reported a position in MUB in Q4 2024 and held it in 2 quarters. The position peaked at $281K in Q4 2024. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • True Link Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 936 iShares National Muni Bond ETF shares in Q2 2026, an estimated $99.4K.
  • True Link Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 2 quarters.
  • True Link Financial Advisors's iShares National Muni Bond ETF position peaked at $281K in Q4 2024.
  • 1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.