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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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Investment Management's MUB Position: Q1 2026 in Review

Anchor Investment Management opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 85 shares worth $9.02K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in MUB as recently as Q2 2021.

Anchor Investment Management first reported a position in MUB in Q2 2020 and has held it in 6 quarters since. The position peaked at $27.8K in Q4 2020. 1,630 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Anchor Investment Management held 85 shares of iShares National Muni Bond ETF worth $9.02K as of Q1 2026.
  • iShares National Muni Bond ETF was a new Anchor Investment Management position in Q1 2026.
  • iShares National Muni Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #829 holding.
  • Anchor Investment Management first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 6 quarters since.
  • Anchor Investment Management's iShares National Muni Bond ETF position peaked at $27.8K in Q4 2020.
  • 1,630 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.