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World Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

World Investment 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 		$18.2M Buy
171,455
+440
+0.3% +$47.1K 0.3% 61
2026
Q1 		$18.2M Sell
171,015
-25,341
-13% -$2.72M 0.29% 65
2025
Q4 		$21M Buy
196,356
+32,340
+20% +$3.46M 0.34% 56
2025
Q3 		$17.5M Sell
164,016
-5,499
-3% -$575K 0.36% 48
2025
Q2 		$17.7M Buy
169,515
+453
+0.3% +$47.1K 0.4% 45
2025
Q1 		$17.8M Sell
169,062
-6,625
-4% -$705K 0.46% 44
2024
Q4 		$18.7M Sell
175,687
-75,178
-30% -$8.08M 0.51% 39
2024
Q3 		$27.3M Buy
250,865
+2,729
+1% +$294K 0.85% 15
2024
Q2 		$26.4M Buy
248,136
+245,684
+10,020% +$26.2M 1.65% 6
2024
Q1 		$264K Sell
2,452
-17,951
-88% -$1.94M 0.04% 326
2023
Q4 		$2.21M Sell
20,403
-7,058
-26% -$738K 0.29% 80
2023
Q3 		$2.82M Sell
27,461
-4,558
-14% -$481K 0.56% 39
2023
Q2 		$3.42M Buy
32,019
+595
+2% +$63.6K 0.66% 28
2023
Q1 		$3.39M Buy
31,424
+2,403
+8% +$257K 0.71% 28
2022
Q4 		$3.06M Sell
29,021
-1,781
-6% -$186K 0.7% 29
2022
Q3 		$3.16M Sell
30,802
-435
-1% -$46.2K 0.75% 28
2022
Q2 		$3.4M Sell
31,237
-2,840
-8% -$303K 0.71% 27
2022
Q1 		$3.74M Buy
34,077
+2,927
+9% +$330K 0.78% 25
2021
Q4 		$3.51M Buy
31,150
+10,318
+50% +$1.2M 0.73% 28
2021
Q3 		$2.42M Buy
20,832
+2,474
+13% +$290K 0.55% 34
2021
Q2 		$2.15M Buy
18,358
+2,035
+12% +$238K 0.49% 40
2021
Q1 		$1.9M Buy
16,323
+4,291
+36% +$500K 0.46% 42
2020
Q4 		$1.42M Buy
12,032
+2,739
+29% +$318K 0.36% 54
2020
Q3 		$1.08M Buy
9,293
+1,065
+13% +$124K 0.37% 48
2020
Q2 		$963K Buy
8,228
+2,163
+36% +$246K 0.34% 51
2020
Q1 		$685K Buy
6,065
+21
+0.3% +$2.4K 0.32% 51
2019
Q4 		$688K Buy
6,044
+1,166
+24% +$133K 0.27% 57
2019
Q3 		$557K Buy
+4,878
New +$557K 0.24% 58

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

World Investment Advisors's MUB Position: Q2 2026 in Review

World Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 0.26% in Q2 2026, buying an estimated $47.1K and bringing the position to 171,455 shares worth $18.2M. The position accounts for 0.3% of the portfolio, ranked #61.

World Investment Advisors first reported a position in MUB in Q3 2019 and has held it in 28 quarters since. The position peaked at $27.3M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • World Investment Advisors held 171,455 shares of iShares National Muni Bond ETF worth $18.2M as of Q2 2026.
  • World Investment Advisors bought 440 iShares National Muni Bond ETF shares in Q2 2026, an estimated $47.1K.
  • iShares National Muni Bond ETF made up 0.3% of World Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • World Investment Advisors first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • World Investment Advisors's iShares National Muni Bond ETF position peaked at $27.3M in Q3 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.