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

West 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 		$11.1K Sell
103
-19
-16% -$2.03K ﹤0.01% 137
2026
Q1 		$13K Buy
122
+75
+160% +$8.06K ﹤0.01% 130
2025
Q4 		$5.04K Buy
47
+43
+1,075% +$4.6K ﹤0.01% 173
2025
Q3 		$426 Sell
4
-5,578
-100% -$584K ﹤0.01% 186
2025
Q2 		$583K Sell
5,582
-1,213
-18% -$126K 0.1% 41
2025
Q1 		$716K Buy
6,795
+77
+1% +$8.19K 0.14% 39
2024
Q4 		$716K Buy
6,718
+4
+0.1% +$430 0.14% 38
2024
Q3 		$729K Hold
6,714
– – 0.14% 38
2024
Q2 		$715K Sell
6,714
-2,640
-28% -$281K 0.15% 37
2024
Q1 		$1.01M Buy
9,354
+2,647
+39% +$286K 0.22% 34
2023
Q4 		$727K Sell
6,707
-846
-11% -$88.4K 0.17% 35
2023
Q3 		$774K Buy
7,553
+857
+13% +$90.4K 0.19% 34
2023
Q2 		$715K Sell
6,696
-23
-0.3% -$2.46K 0.18% 31
2023
Q1 		$724K Buy
6,719
+1,114
+20% +$119K 0.19% 31
2022
Q4 		$591K Sell
5,605
-315,780
-98% -$32.9M 0.17% 33
2022
Q3 		$33M Buy
321,385
+72,099
+29% +$7.67M 9.88% 3
2022
Q2 		$26.5M Sell
249,286
-23,464
-9% -$2.5M 7.71% 4
2022
Q1 		$29.9M Buy
272,750
+2,136
+0.8% +$241K 7.87% 4
2021
Q4 		$31.5M Sell
270,614
-54,059
-17% -$6.28M 8.44% 4
2021
Q3 		$37.7M Buy
324,673
+10,556
+3% +$1.24M 11.04% 3
2021
Q2 		$36.8M Buy
314,117
+6,249
+2% +$730K 11.25% 2
2021
Q1 		$35.7M Buy
307,868
+1,554
+0.5% +$181K 11.98% 2
2020
Q4 		$35.9M Buy
+306,314
New +$35.6M 12.72% 2

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

West Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, selling an estimated $2.03K and leaving 103 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

West Financial Advisors first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $37.7M in Q3 2021. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • West Financial Advisors held 103 shares of iShares National Muni Bond ETF worth $11.1K as of Q2 2026.
  • West Financial Advisors sold 19 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.03K.
  • iShares National Muni Bond ETF made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • West Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's iShares National Muni Bond ETF position peaked at $37.7M in Q3 2021.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.