Bear Mountain Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Bear Mountain Capital’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	$70	Sell	1 -2,291	-100%	-$245K	﹤0.01%	205
2026 Q1	$246K	Sell	2,292 -221,131	-99%	-$23.8M	0.07%	37
2025 Q4	$24.1M	Sell	223,423 -25,832	-10%	-$2.77M	7.77%	5
2025 Q3	$26.8M	Buy	249,255 +25,343	+11%	+$2.65M	8.98%	3
2025 Q2	$23.1M	Sell	223,912 -4,812	-2%	-$500K	8.28%	4
2025 Q1	$23.9M	Sell	228,724 -10,613	-4%	-$1.13M	9.23%	3
2024 Q4	$25.4M	Buy	239,337 +36,298	+18%	+$3.9M	9.88%	3
2024 Q3	$21.9M	Buy	203,039 +6,393	+3%	+$689K	8.66%	3
2024 Q2	$21.1M	Sell	196,646 -224	-0.1%	-$23.9K	8.59%	3
2024 Q1	$20.9M	Buy	196,870 +1,632	+0.8%	+$176K	9.03%	3
2023 Q4	$21.1M	Buy	+195,238	New	+$20.4M	8.89%	3

Other funds holding MUB

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bear Mountain Capital's MUB Position: Q2 2026 in Review

Bear Mountain Capital reduced its iShares National Muni Bond ETF (MUB) stake by 100% in Q2 2026, selling an estimated $245K and leaving 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Bear Mountain Capital first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.8M in Q3 2025. 764 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Bear Mountain Capital held 1 share of iShares National Muni Bond ETF worth $70 as of Q2 2026.
Bear Mountain Capital sold 2,291 iShares National Muni Bond ETF shares in Q2 2026, an estimated $245K.
iShares National Muni Bond ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #205 holding.
Bear Mountain Capital first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's iShares National Muni Bond ETF position peaked at $26.8M in Q3 2025.
764 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.