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

Anchor Investment Management’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	$9.15K	Hold	85	–	–	﹤0.01%	894
2026 Q1	$9.02K	Buy	+85	New	+$9.14K	﹤0.01%	829
2021 Q3	–	Sell	-235	Closed	-$27.5K	–	958
2021 Q2	$27.5K	Sell	235 -2	-0.8%	-$234	﹤0.01%	614
2021 Q1	$27.5K	Hold	237	–	–	﹤0.01%	587
2020 Q4	$27.8K	Hold	237	–	–	0.01%	551
2020 Q3	$27.5K	Buy	237 +235	+11,750%	+$27.3K	0.01%	523
2020 Q2	$231	Buy	+2	New	+$227	﹤0.01%	863

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 22.9% 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

Anchor Investment Management's MUB Position: Q2 2026 in Review

Anchor Investment Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 85 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Anchor Investment Management first reported a position in MUB in Q2 2020 and has held it in 7 quarters since. The position peaked at $27.8K in Q4 2020. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Anchor Investment Management held 85 shares of iShares National Muni Bond ETF worth $9.15K as of Q2 2026.
Anchor Investment Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #894 holding.
Anchor Investment Management first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 7 quarters since.
Anchor Investment Management's iShares National Muni Bond ETF position peaked at $27.8K in Q4 2020.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.