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

Unify 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 		$672K Buy
6,240
+610
+11% +$65.2K 0.62% 45
2026
Q1 		$598K Buy
5,630
+200
+4% +$21.5K 0.62% 47
2025
Q4 		$582K Buy
+5,430
New +$581K 0.61% 43

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

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

Unify Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $65.2K and bringing the position to 6,240 shares worth $672K. The position accounts for 0.62% of the portfolio, ranked #45.

Unify Financial Advisors first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Unify Financial Advisors held 6,240 shares of iShares National Muni Bond ETF worth $672K as of Q2 2026.
  • Unify Financial Advisors bought 610 iShares National Muni Bond ETF shares in Q2 2026, an estimated $65.2K.
  • iShares National Muni Bond ETF made up 0.62% of Unify Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Unify Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.