Allodium Investment Consultants’s iShares National Muni Bond ETF MUB Stock Holding History

Allodium Investment Consultants’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	$416K	Hold	3,865	–	–	0.18%	42
2026 Q1	$410K	Sell	3,865 -6	-0.2%	-$645	0.2%	40
2025 Q4	$415K	Buy	3,871 +254	+7%	+$27.2K	0.21%	37
2025 Q3	$385K	Buy	3,617 +209	+6%	+$21.9K	0.22%	40
2025 Q2	$356K	Buy	3,408 +158	+5%	+$16.4K	0.23%	40
2025 Q1	$343K	Buy	3,250 +226	+7%	+$24K	0.25%	37
2024 Q4	$322K	Buy	+3,024	New	+$325K	0.27%	38

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allodium Investment Consultants's MUB Position: Q2 2026 in Review

Allodium Investment Consultants held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 3,865 shares worth $416K. The position accounts for 0.18% of the portfolio, ranked #42.

Allodium Investment Consultants first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,333 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Allodium Investment Consultants held 3,865 shares of iShares National Muni Bond ETF worth $416K as of Q2 2026.
Allodium Investment Consultants left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.18% of Allodium Investment Consultants's portfolio in Q2 2026, its #42 holding.
Allodium Investment Consultants first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,333 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.