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MUBMUB
30 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in ISHARES NATIONAL MUNI BOND E

Sequoia Financial Advisors, LLC holds 2.1M shares of MUB (ISHARES NATIONAL MUNI BOND E), worth $229.1M as of 2026-Q2. The position was increased (+7.7% shares). MUB represents 1.1% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$229.1M

Current Shares

2.1M

Total Value Change

+$209.5M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.1M
+7.7%
$229.1M1.1%$107.04
52
2026-Q1
Increased
2M
+11.9%
$209.9M1.2%$104.74
54
2025-Q4
Increased
1.8M
+3.6%
$189.2M1.1%$105.13
50
2025-Q3
Increased
1.7M
+1.8%
$181.5M1.1%$103.42
49
2025-Q2
Increased
1.7M
+6.2%
$175M1.2%$100.65
51
2025-Q1
Increased
1.6M
+20.1%
$166.3M1.3%$100.77
57
2024-Q4
Increased
1.3M
+28.3%
$139.9M1.3%$101.30
60
2024-Q3
Increased
1M
+1.3%
$111.2M1.2%$102.24
48
2024-Q2
Decreased
1M
-4.7%
$107.7M1.3%$99.55
0
2024-Q1
Increased
1.1M
+2.0%
$114.2M1.4%$99.78
48
2023-Q4
Decreased
1M
-2.6%
$112.8M1.4%$100.04
0
2023-Q3
Decreased
1.1M
-4.7%
$109.5M1.9%$93.72
0
2023-Q2
Decreased
1.1M
-0.8%
$119.6M2.1%$96.90
0
2023-Q1
Increased
1.1M
+47.1%
$121.7M2.7%$97.19
71
2022-Q4
Decreased
768,061
-30.6%
$81M2.0%$94.77
0
2022-Q3
Decreased
1.1M
-58.0%
$113.5M3.6%$91.40
0
2022-Q2
Increased
2.6M
+185.8%
$280.6M7.9%$94.26
97
2022-Q1
Increased
922,882
+27.5%
$101.2M2.5%$96.72
64
2021-Q4
Increased
723,624
+230.0%
$84.1M2.3%$102.28
82
2021-Q3
Decreased
219,261
-46.6%
$25.5M2.6%$101.60
0
2021-Q2
Increased
410,463
+17.8%
$48.1M1.8%$102.05
54
2021-Q1
Increased
348,419
+5.1%
$40.4M1.7%$100.58
48
2020-Q4
Increased
331,389
+7.7%
$38.8M1.8%$101.25
49
2020-Q3
Increased
307,601
+9.8%
$35.7M1.9%$99.48
50
2020-Q2
Increased
280,073
+16.1%
$32.3M1.9%$98.52
53
2020-Q1
Increased
241,192
+8.6%
$27.3M2.0%$95.92
54
2019-Q4
Increased
222,156
+12.0%
$25.3M1.6%$96.32
51
2019-Q3
Increased
198,305
+9.5%
$22.6M1.6%$95.73
49
2019-Q2
Increased
181,163
+2.6%
$20.5M1.5%$94.32
46
2019-Q1
New
176,504
-
$19.6M1.6%$92.15
65

Other major holders of MUB: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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