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Advus Financial Partners, LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Advus Financial Partners, LLC’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 		$7.01M Sell
65,162
-240
-0.4% -$25.7K 1.59% 13
2026
Q1 		$6.94M Buy
65,402
+1,613
+3% +$173K 1.74% 10
2025
Q4 		$6.83M Buy
63,789
+2,940
+5% +$315K 1.65% 13
2025
Q3 		$6.48M Sell
60,849
-6,396
-10% -$669K 1.56% 14
2025
Q2 		$7.03M Sell
67,245
-3,481
-5% -$362K 1.79% 9
2025
Q1 		$7.46M Buy
70,726
+748
+1% +$79.5K 2.09% 9
2024
Q4 		$7.46M Buy
69,978
+8,127
+13% +$873K 2.1% 8
2024
Q3 		$6.72M Buy
61,851
+5,402
+10% +$582K 1.92% 9
2024
Q2 		$6.01M Buy
56,449
+399
+0.7% +$42.5K 1.83% 10
2024
Q1 		$6.03M Buy
56,050
+11,413
+26% +$1.23M 1.86% 10
2023
Q4 		$4.84M Buy
44,637
+148
+0.3% +$15.5K 1.66% 12
2023
Q3 		$4.56M Sell
44,489
-1,374
-3% -$145K 1.79% 12
2023
Q2 		$4.89M Buy
45,863
+1,594
+4% +$170K 1.89% 14
2023
Q1 		$4.77M Buy
44,269
+11,886
+37% +$1.27M 1.97% 13
2022
Q4 		$3.42M Buy
32,383
+6,988
+28% +$728K 1.49% 18
2022
Q3 		$2.61M Buy
25,395
+4,272
+20% +$454K 1.39% 18
2022
Q2 		$2.25M Buy
21,123
+11,634
+123% +$1.24M 1.18% 20
2022
Q1 		$1.04M Buy
+9,489
New +$1.07M 0.53% 35
2021
Q3 		$825K Buy
+7,097
New +$832K 0.46% 30

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

Advus Financial Partners, LLC's MUB Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its iShares National Muni Bond ETF (MUB) stake by 0.37% in Q2 2026, selling an estimated $25.7K and leaving 65,162 shares worth $7.01M. The position accounts for 1.59% of the portfolio, ranked #13.

Advus Financial Partners, LLC first reported a position in MUB in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.46M in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Advus Financial Partners, LLC held 65,162 shares of iShares National Muni Bond ETF worth $7.01M as of Q2 2026.
  • Advus Financial Partners, LLC sold 240 iShares National Muni Bond ETF shares in Q2 2026, an estimated $25.7K.
  • iShares National Muni Bond ETF made up 1.59% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #13 holding.
  • Advus Financial Partners, LLC first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's iShares National Muni Bond ETF position peaked at $7.46M in Q1 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.