Voisard Asset Management Group’s iShares National Muni Bond ETF MUB Stock Holding History

Voisard Asset Management 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	$2.72M	Sell	25,292 -311	-1%	-$33.3K	0.52%	22
2026 Q1	$2.72M	Sell	25,603 -981	-4%	-$105K	0.58%	21
2025 Q4	$2.85M	Sell	26,584 -6	-0%	-$642	0.61%	21
2025 Q3	$2.83M	Buy	26,590 +422	+2%	+$44.2K	0.66%	19
2025 Q2	$2.73M	Buy	26,168 +16,794	+179%	+$1.75M	0.7%	19
2025 Q1	$988K	Buy	9,374 +38	+0.4%	+$4.04K	0.29%	31
2024 Q4	$995K	Buy	9,336 +6,989	+298%	+$751K	0.33%	31
2024 Q3	$255K	Buy	2,347 +1,886	+409%	+$203K	0.11%	69
2024 Q2	$49.1K	Hold	461	–	–	0.02%	162
2024 Q1	$49.6K	Hold	461	–	–	0.03%	136
2023 Q4	$50K	Buy	+461	New	+$48.2K	0.03%	138

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

Voisard Asset Management Group's MUB Position: Q2 2026 in Review

Voisard Asset Management Group reduced its iShares National Muni Bond ETF (MUB) stake by 1.2% in Q2 2026, selling an estimated $33.3K and leaving 25,292 shares worth $2.72M. The position accounts for 0.52% of the portfolio, ranked #22.

Voisard Asset Management Group first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.85M in Q4 2025. 357 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Voisard Asset Management Group held 25,292 shares of iShares National Muni Bond ETF worth $2.72M as of Q2 2026.
Voisard Asset Management Group sold 311 iShares National Muni Bond ETF shares in Q2 2026, an estimated $33.3K.
iShares National Muni Bond ETF made up 0.52% of Voisard Asset Management Group's portfolio in Q2 2026, its #22 holding.
Voisard Asset Management Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Voisard Asset Management Group's iShares National Muni Bond ETF position peaked at $2.85M in Q4 2025.
357 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.