Benjamin Edwards Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Benjamin Edwards Inc’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	$5.89M	Sell	54,696 -8,482	-13%	-$907K	0.05%	320
2026 Q1	$6.71M	Buy	63,178 +16,583	+36%	+$1.78M	0.07%	273
2025 Q4	$4.99M	Buy	46,595 +6,960	+18%	+$745K	0.06%	309
2025 Q3	$4.22M	Sell	39,635 -23,280	-37%	-$2.44M	0.05%	332
2025 Q2	$6.57M	Buy	62,915 +31,628	+101%	+$3.29M	0.08%	223
2025 Q1	$3.3M	Sell	31,287 -413	-1%	-$43.9K	0.05%	322
2024 Q4	$3.38M	Sell	31,700 -2,303	-7%	-$247K	0.05%	330
2024 Q3	$3.69M	Buy	+34,003	New	+$3.66M	0.05%	316
2022 Q4	–	Sell	-589	Closed	-$60K	–	757
2022 Q3	$60K	Buy	589 +387	+192%	+$41.1K	0.02%	401
2022 Q2	$21K	Buy	202 +12	+6%	+$1.28K	0.01%	513
2022 Q1	$21K	Buy	+190	New	+$21.4K	0.01%	552
2021 Q1	–	Sell	-170	Closed	-$20K	–	391
2020 Q4	$20K	Buy	170 +4	+2%	+$465	0.02%	298
2020 Q3	$19K	Sell	166 -54	-25%	-$6.27K	0.02%	285
2020 Q2	$25K	Buy	220 +34	+18%	+$3.86K	0.02%	246
2020 Q1	$21K	Buy	+186	New	+$21.2K	0.02%	238
2019 Q3	–	Sell	-61	Closed	-$7K	–	312
2019 Q2	$7K	Buy	+61	New	+$6.83K	0.02%	241

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 22.96% 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

Benjamin Edwards Inc's MUB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2026, selling an estimated $907K and leaving 54,696 shares worth $5.89M. The position accounts for 0.05% of the portfolio, ranked #320.

Benjamin Edwards Inc first reported a position in MUB in Q2 2019 and has held it in 16 quarters since. The position peaked at $6.71M in Q1 2026. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Benjamin Edwards Inc held 54,696 shares of iShares National Muni Bond ETF worth $5.89M as of Q2 2026.
Benjamin Edwards Inc sold 8,482 iShares National Muni Bond ETF shares in Q2 2026, an estimated $907K.
iShares National Muni Bond ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #320 holding.
Benjamin Edwards Inc first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 16 quarters since.
Benjamin Edwards Inc's iShares National Muni Bond ETF position peaked at $6.71M in Q1 2026.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.