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

Uptown 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	$594K	Hold	5,518	–	–	0.39%	39
2026 Q1	$586K	Hold	5,518	–	–	0.47%	36
2025 Q4	$591K	Hold	5,518	–	–	0.42%	37
2025 Q3	$588K	Hold	5,518	–	–	0.48%	37
2025 Q2	$577K	Hold	5,518	–	–	0.49%	36
2025 Q1	$582K	Hold	5,518	–	–	0.59%	33
2024 Q4	$588K	Buy	+5,518	New	+$593K	0.63%	30

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 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 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

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

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

Uptown Financial Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 5,518 shares worth $594K. The position accounts for 0.39% of the portfolio, ranked #39.

Uptown Financial Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Uptown Financial Advisors held 5,518 shares of iShares National Muni Bond ETF worth $594K as of Q2 2026.
Uptown Financial Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.39% of Uptown Financial Advisors's portfolio in Q2 2026, its #39 holding.
Uptown Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.