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United Advisor Group’s iShares National Muni Bond ETF MUB Stock Holding History

United Advisor Group’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 		$1.7M Sell
15,817
-1,878
-11% -$201K 0.18% 145
2026
Q1 		$1.88M Buy
17,695
+2,665
+18% +$287K 0.23% 112
2025
Q4 		$1.61M Buy
15,030
+1,008
+7% +$108K 0.2% 118
2025
Q3 		$1.49M Buy
14,022
+310
+2% +$32.4K 0.2% 116
2025
Q2 		$1.43M Buy
13,712
+9,670
+239% +$1.01M 0.25% 103
2025
Q1 		$426K Buy
4,042
+182
+5% +$19.4K 0.09% 212
2024
Q4 		$411K Sell
3,860
-651
-14% -$69.9K 0.08% 231
2024
Q3 		$490K Buy
4,511
+1,453
+48% +$157K 0.11% 193
2024
Q2 		$326K Buy
3,058
+196
+7% +$20.9K 0.1% 187
2024
Q1 		$308K Sell
2,862
-2,212
-44% -$239K 0.12% 157
2023
Q4 		$551K Buy
+5,074
New +$530K 0.66% 27

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

United Advisor Group's MUB Position: Q2 2026 in Review

United Advisor Group reduced its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, selling an estimated $201K and leaving 15,817 shares worth $1.7M. The position accounts for 0.18% of the portfolio, ranked #145.

United Advisor Group first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • United Advisor Group held 15,817 shares of iShares National Muni Bond ETF worth $1.7M as of Q2 2026.
  • United Advisor Group sold 1,878 iShares National Muni Bond ETF shares in Q2 2026, an estimated $201K.
  • iShares National Muni Bond ETF made up 0.18% of United Advisor Group's portfolio in Q2 2026, its #145 holding.
  • United Advisor Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's iShares National Muni Bond ETF position peaked at $1.88M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.