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Blalock Williams’s iShares National Muni Bond ETF MUB Stock Holding History

Blalock Williams’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 		$251K Buy
2,331
+329
+16% +$35.2K 0.16% 132
2026
Q1 		$213K Sell
2,002
-237
-11% -$25.5K 0.16% 136
2025
Q4 		$240K Buy
2,239
+270
+14% +$28.9K 0.19% 116
2025
Q3 		$210K Buy
+1,969
New +$206K 0.18% 131

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Blalock Williams's MUB Position: Q2 2026 in Review

Blalock Williams increased its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, buying an estimated $35.2K and bringing the position to 2,331 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #132.

Blalock Williams first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Blalock Williams held 2,331 shares of iShares National Muni Bond ETF worth $251K as of Q2 2026.
  • Blalock Williams bought 329 iShares National Muni Bond ETF shares in Q2 2026, an estimated $35.2K.
  • iShares National Muni Bond ETF made up 0.16% of Blalock Williams's portfolio in Q2 2026, its #132 holding.
  • Blalock Williams first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.