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Alley Investment Management Company’s iShares National Muni Bond ETF MUB Stock Holding History

Alley Investment Management Company’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 		$14.7M Buy
136,328
+2,289
+2% +$245K 1.71% 24
2026
Q1 		$14.2M Buy
134,039
+2,928
+2% +$315K 1.73% 25
2025
Q4 		$14M Buy
131,111
+127
+0.1% +$13.6K 1.64% 25
2025
Q3 		$13.9M Buy
130,984
+2,027
+2% +$212K 1.62% 23
2025
Q2 		$13.5M Sell
128,957
-697
-0.5% -$72.5K 1.63% 28
2025
Q1 		$13.7M Sell
129,654
-2,547
-2% -$271K 1.71% 25
2024
Q4 		$14.1M Buy
132,201
+5,686
+4% +$611K 1.78% 23
2024
Q3 		$13.7M Buy
126,515
+5,323
+4% +$574K 1.74% 26
2024
Q2 		$12.9M Buy
121,192
+7,222
+6% +$769K 1.76% 25
2024
Q1 		$12.3M Buy
113,970
+3,191
+3% +$344K 1.69% 27
2023
Q4 		$12M Buy
110,779
+7,652
+7% +$800K 1.75% 27
2023
Q3 		$10.6M Sell
103,127
-1,872
-2% -$197K 1.79% 28
2023
Q2 		$11.2M Buy
104,999
+670
+0.6% +$71.6K 1.81% 27
2023
Q1 		$11.2M Buy
104,329
+9,856
+10% +$1.05M 1.88% 23
2022
Q4 		$9.97M Sell
94,473
-1,747
-2% -$182K 1.71% 27
2022
Q3 		$9.87M Sell
96,220
-13,618
-12% -$1.45M 1.97% 24
2022
Q2 		$11.7M Buy
109,838
+315
+0.3% +$33.6K 2.2% 17
2022
Q1 		$12M Buy
+109,523
New +$12.4M 1.98% 20

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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

Alley Investment Management Company's MUB Position: Q2 2026 in Review

Alley Investment Management Company increased its iShares National Muni Bond ETF (MUB) stake by 1.7% in Q2 2026, buying an estimated $245K and bringing the position to 136,328 shares worth $14.7M. The position accounts for 1.71% of the portfolio, ranked #24.

Alley Investment Management Company first reported a position in MUB in Q1 2022 and has held it in 18 quarters since. 1,316 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Alley Investment Management Company held 136,328 shares of iShares National Muni Bond ETF worth $14.7M as of Q2 2026.
  • Alley Investment Management Company bought 2,289 iShares National Muni Bond ETF shares in Q2 2026, an estimated $245K.
  • iShares National Muni Bond ETF made up 1.71% of Alley Investment Management Company's portfolio in Q2 2026, its #24 holding.
  • Alley Investment Management Company first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,316 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.