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

VisionPoint 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	$2.52M	Buy	23,448 +16,824	+254%	+$1.8M	0.41%	60
2026 Q1	$703K	Buy	6,624 +1,345	+25%	+$145K	0.13%	176
2025 Q4	$565K	Buy	5,279 +156	+3%	+$16.7K	0.11%	193
2025 Q3	$546K	Buy	5,123 +2,246	+78%	+$235K	0.11%	194
2025 Q2	$301K	Buy	+2,877	New	+$299K	0.07%	271
2019 Q4	–	Sell	-10,105	Closed	-$1.16M	–	138
2019 Q3	$1.16M	Sell	10,105 -211	-2%	-$24.1K	0.32%	44
2019 Q2	$1.17M	Hold	10,316	–	–	0.34%	43
2019 Q1	$1.15M	Buy	10,316 +178	+2%	+$19.5K	0.32%	48
2018 Q4	$1.1M	Buy	+10,138	New	+$1.09M	0.36%	42

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

VisionPoint Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 254% in Q2 2026, buying an estimated $1.8M and bringing the position to 23,448 shares worth $2.52M. The position accounts for 0.41% of the portfolio, ranked #60.

VisionPoint Advisory Group first reported a position in MUB in Q4 2018 and has held it in 9 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

VisionPoint Advisory Group held 23,448 shares of iShares National Muni Bond ETF worth $2.52M as of Q2 2026.
VisionPoint Advisory Group bought 16,824 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.8M.
iShares National Muni Bond ETF made up 0.41% of VisionPoint Advisory Group's portfolio in Q2 2026, its #60 holding.
VisionPoint Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 9 quarters since.
322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.