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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
Q3 		$2.54M Buy
25,139
+9,322
+59% +$978K 0.24% 105
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

United Advisor Group's MUB Position: Q3 2026 in Review

United Advisor Group increased its iShares National Muni Bond ETF (MUB) stake by 59% in Q3 2026, buying an estimated $978K and bringing the position to 25,139 shares worth $2.54M. The position accounts for 0.24% of the portfolio, ranked #105.

United Advisor Group first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. 1,045 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • United Advisor Group held 25,139 shares of iShares National Muni Bond ETF worth $2.54M as of Q3 2026.
  • United Advisor Group bought 9,322 iShares National Muni Bond ETF shares in Q3 2026, an estimated $978K.
  • iShares National Muni Bond ETF made up 0.24% of United Advisor Group's portfolio in Q3 2026, its #105 holding.
  • United Advisor Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.