Boston Standard Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Boston Standard Wealth 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	$24.2M	Buy	225,728 +13,269	+6%	+$1.42M	3.51%	10
2026 Q1	$22.6M	Buy	212,459 +2,228	+1%	+$240K	3.69%	7
2025 Q4	$22.5M	Buy	210,231 +7,351	+4%	+$787K	3.72%	7
2025 Q3	$21.6M	Sell	202,880 -29,985	-13%	-$3.14M	3.63%	7
2025 Q2	$24.3M	Buy	232,865 +47,346	+26%	+$4.92M	4.38%	6
2025 Q1	$19.8M	Sell	185,519 -24,709	-12%	-$2.63M	4.35%	7
2024 Q4	$22.4M	Buy	210,228 +13,884	+7%	+$1.49M	4.35%	6
2024 Q3	$21.3M	Buy	196,344 +10,825	+6%	+$1.17M	4.15%	6
2024 Q2	$19.8M	Buy	185,519 +11,594	+7%	+$1.23M	4.35%	7
2024 Q1	$18.7M	Buy	173,925 +23,434	+16%	+$2.53M	4.24%	7
2023 Q4	$15.4M	Hold	150,491	–	–	4.07%	7
2023 Q3	$15.4M	Buy	150,491 +11,557	+8%	+$1.22M	4.07%	7
2023 Q2	$14.8M	Buy	138,934 +8,807	+7%	+$941K	3.79%	7
2023 Q1	$14M	Buy	130,127 +564	+0.4%	+$60.3K	4.02%	7
2022 Q4	$13.7M	Buy	129,563 +17,556	+16%	+$1.83M	4.06%	7
2022 Q3	$11.5M	Buy	112,007 +160	+0.1%	+$17K	3.86%	7
2022 Q2	$11.9M	Buy	111,847 +1,830	+2%	+$195K	3.84%	7
2022 Q1	$12.1M	Sell	110,017 -471	-0.4%	-$53.2K	3.46%	7
2021 Q4	$12.8M	Buy	110,488 +3,880	+4%	+$451K	3.58%	7
2021 Q3	$12.4M	Buy	106,608 +945	+0.9%	+$111K	3.7%	7
2021 Q2	$12.4M	Buy	105,663 +7,510	+8%	+$878K	3.75%	7
2021 Q1	$11.4M	Buy	98,153 +31,237	+47%	+$3.64M	3.71%	8
2020 Q4	$7.84M	Buy	66,916 +4,101	+7%	+$476K	2.92%	10
2020 Q3	$7.28M	Sell	62,815 -8,007	-11%	-$930K	3.07%	9
2020 Q2	$8.17M	Buy	70,822 +1,277	+2%	+$145K	3.69%	7
2020 Q1	$7.65M	Buy	69,545 +3,931	+6%	+$449K	4.16%	7
2019 Q4	$7.47M	Buy	65,614 +1,591	+2%	+$181K	3.34%	10
2019 Q3	$7.3M	Buy	64,023 +3,579	+6%	+$408K	3.52%	10
2019 Q2	$6.83M	Buy	60,444 +4,288	+8%	+$480K	3.34%	10
2019 Q1	$6.22M	Buy	56,156 +3,044	+6%	+$334K	3.24%	10
2018 Q4	$5.79M	Sell	53,112 -2,666	-5%	-$287K	3.45%	10
2018 Q3	$6.01M	Buy	+55,778	New	+$6.06M	3.27%	10
2018 Q1	$4.43M	Buy	40,699 +6,411	+19%	+$699K	2.77%	11
2017 Q4	$3.8M	Buy	34,288 +3,514	+11%	+$389K	2.41%	11
2017 Q3	$3.41M	Buy	30,774 +1,913	+7%	+$212K	2.28%	10
2017 Q2	$3.17M	Buy	28,861 +9,289	+47%	+$1.02M	2.21%	10
2017 Q1	$2.13M	Buy	19,572 +5,277	+37%	+$572K	1.64%	10
2016 Q4	$1.55M	Buy	14,295 +3,227	+29%	+$353K	1.22%	12
2016 Q3	$1.25M	Buy	11,068 +747	+7%	+$84.6K	1.01%	13
2016 Q2	$1.18M	Buy	10,321 +1,323	+15%	+$149K	1.02%	13
2016 Q1	$1M	Buy	+8,998	New	+$1M	0.92%	16
2015 Q4	–	Sell	-8,229	Closed	-$902K	–	22
2015 Q3	$902K	Buy	8,229 +306	+4%	+$33.3K	0.9%	18
2015 Q2	$860K	Buy	7,923 +417	+6%	+$45.4K	0.8%	18
2015 Q1	$827K	Buy	7,506 +221	+3%	+$24.4K	0.77%	18
2014 Q4	$812K	Buy	+7,285	New	+$801K	0.8%	19

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Boston Standard Wealth Management's MUB Position: Q2 2026 in Review

Boston Standard Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 6.2% in Q2 2026, buying an estimated $1.42M and bringing the position to 225,728 shares worth $24.2M. The position accounts for 3.51% of the portfolio, ranked #10.

Boston Standard Wealth Management first reported a position in MUB in Q4 2014 and has held it in 45 quarters since. The position peaked at $24.3M in Q2 2025. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Boston Standard Wealth Management held 225,728 shares of iShares National Muni Bond ETF worth $24.2M as of Q2 2026.
Boston Standard Wealth Management bought 13,269 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.42M.
iShares National Muni Bond ETF made up 3.51% of Boston Standard Wealth Management's portfolio in Q2 2026, its #10 holding.
Boston Standard Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 45 quarters since.
Boston Standard Wealth Management's iShares National Muni Bond ETF position peaked at $24.3M in Q2 2025.
855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.