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Vannoy Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Vannoy Advisory 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 		$5.19M Buy
48,181
+374
+0.8% +$40K 2.93% 10
2026
Q1 		$5.07M Sell
47,807
-671
-1% -$72.1K 3.21% 9
2025
Q4 		$5.19M Buy
48,478
+423
+0.9% +$45.3K 3.29% 9
2025
Q3 		$5.12M Sell
48,055
-7,766
-14% -$813K 3.34% 8
2025
Q2 		$5.83M Buy
55,821
+1,149
+2% +$119K 4.03% 8
2025
Q1 		$5.76M Buy
54,672
+489
+0.9% +$52K 4.27% 8
2024
Q4 		$5.77M Buy
54,183
+2,546
+5% +$274K 4.29% 7
2024
Q3 		$5.61M Buy
51,637
+1,019
+2% +$110K 4.08% 8
2024
Q2 		$5.39M Buy
50,618
+2,360
+5% +$251K 4.18% 8
2024
Q1 		$5.19M Buy
48,258
+411
+0.9% +$44.4K 4.05% 8
2023
Q4 		$5.19M Buy
+47,847
New +$5M 4.26% 8

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Vannoy Advisory Group's MUB Position: Q2 2026 in Review

Vannoy Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 0.78% in Q2 2026, buying an estimated $40K and bringing the position to 48,181 shares worth $5.19M. The position accounts for 2.93% of the portfolio, ranked #10.

Vannoy Advisory Group first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.83M in Q2 2025. 853 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Vannoy Advisory Group held 48,181 shares of iShares National Muni Bond ETF worth $5.19M as of Q2 2026.
  • Vannoy Advisory Group bought 374 iShares National Muni Bond ETF shares in Q2 2026, an estimated $40K.
  • iShares National Muni Bond ETF made up 2.93% of Vannoy Advisory Group's portfolio in Q2 2026, its #10 holding.
  • Vannoy Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Vannoy Advisory Group's iShares National Muni Bond ETF position peaked at $5.83M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Vannoy Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.