55 North Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

55 North Private Wealth’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	–	Sell	-2,772	Closed	-$294K	–	316
2026 Q1	$294K	Hold	2,772	–	–	0.08%	139
2025 Q4	$297K	Buy	+2,772	New	+$297K	0.08%	133

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

55 North Private Wealth's MUB Position: Q2 2026 in Review

55 North Private Wealth sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 2,772 shares — an estimated $294K sold.

55 North Private Wealth first reported a position in MUB in Q4 2025 and held it in 2 quarters. The position peaked at $297K in Q4 2025. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

55 North Private Wealth reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
55 North Private Wealth sold 2,772 iShares National Muni Bond ETF shares in Q2 2026, an estimated $294K.
55 North Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2025 and held it in 2 quarters.
55 North Private Wealth's iShares National Muni Bond ETF position peaked at $297K in Q4 2025.
1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.