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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's MUB Position: Q1 2026 in Review

United Advisor Group increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q1 2026, buying an estimated $287K and bringing the position to 17,695 shares worth $1.88M. The position accounts for 0.23% of the portfolio, ranked #112.

United Advisor Group first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • United Advisor Group held 17,695 shares of iShares National Muni Bond ETF worth $1.88M as of Q1 2026.
  • United Advisor Group bought 2,665 iShares National Muni Bond ETF shares in Q1 2026, an estimated $287K.
  • iShares National Muni Bond ETF made up 0.23% of United Advisor Group's portfolio in Q1 2026, its #112 holding.
  • United Advisor Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.