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Accredited Investors’s iShares National Muni Bond ETF MUB Stock Holding History

Accredited Investors’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 		$708K Sell
6,575
-238
-3% -$25.5K 0.03% 142
2026
Q1 		$723K Sell
6,813
-316
-4% -$34K 0.04% 132
2025
Q4 		$764K Buy
7,129
+123
+2% +$13.2K 0.04% 127
2025
Q3 		$746K Sell
7,006
-465
-6% -$48.7K 0.04% 117
2025
Q2 		$781K Sell
7,471
-196
-3% -$20.4K 0.05% 107
2025
Q1 		$808K Buy
7,667
+196
+3% +$20.8K 0.05% 102
2024
Q4 		$796K Sell
7,471
-158
-2% -$17K 0.05% 101
2024
Q3 		$829K Sell
7,629
-650
-8% -$70K 0.05% 103
2024
Q2 		$882K Buy
8,279
+158
+2% +$16.8K 0.06% 91
2024
Q1 		$874K Sell
8,121
-1,652
-17% -$178K 0.06% 95
2023
Q4 		$1.06M Buy
9,773
+117
+1% +$12.2K 0.08% 87
2023
Q3 		$990K Sell
9,656
-9
-0.1% -$949 0.07% 82
2023
Q2 		$1.03M Buy
9,665
+3,845
+66% +$411K 0.07% 80
2023
Q1 		$627K Buy
5,820
+570
+11% +$60.9K 0.05% 95
2022
Q4 		$554K Buy
5,250
+2,180
+71% +$227K 0.05% 100
2022
Q3 		$315K Buy
+3,070
New +$326K 0.04% 129

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Accredited Investors's MUB Position: Q2 2026 in Review

Accredited Investors reduced its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q2 2026, selling an estimated $25.5K and leaving 6,575 shares worth $708K. The position accounts for 0.03% of the portfolio, ranked #142.

Accredited Investors first reported a position in MUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.06M in Q4 2023. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Accredited Investors held 6,575 shares of iShares National Muni Bond ETF worth $708K as of Q2 2026.
  • Accredited Investors sold 238 iShares National Muni Bond ETF shares in Q2 2026, an estimated $25.5K.
  • iShares National Muni Bond ETF made up 0.03% of Accredited Investors's portfolio in Q2 2026, its #142 holding.
  • Accredited Investors first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Accredited Investors's iShares National Muni Bond ETF position peaked at $1.06M in Q4 2023.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.