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Cambridge Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Cambridge Capital 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 		$720K Sell
6,689
-4,409
-40% -$472K 0.27% 31
2026
Q1 		$1.18M Sell
11,098
-121
-1% -$13K 0.51% 21
2025
Q4 		$1.2M Buy
11,219
+118
+1% +$12.6K 0.54% 20
2025
Q3 		$1.18M Sell
11,101
-3,993
-26% -$418K 0.57% 20
2025
Q2 		$1.58M Sell
15,094
-4,746
-24% -$493K 0.85% 17
2025
Q1 		$2.09M Sell
19,840
-444
-2% -$47.2K 1.32% 15
2024
Q4 		$2.16M Sell
20,284
-1,604
-7% -$172K 1.38% 15
2024
Q3 		$2.38M Sell
21,888
-439
-2% -$47.3K 1.56% 15
2024
Q2 		$2.38M Sell
22,327
-1,694
-7% -$180K 1.76% 15
2024
Q1 		$2.58M Buy
24,021
+428
+2% +$46.2K 2.02% 12
2023
Q4 		$2.56M Buy
+23,593
New +$2.47M 2.17% 11

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
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
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
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

Cambridge Capital Management's MUB Position: Q2 2026 in Review

Cambridge Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 40% in Q2 2026, selling an estimated $472K and leaving 6,689 shares worth $720K. The position accounts for 0.27% of the portfolio, ranked #31.

Cambridge Capital Management first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.58M in Q1 2024. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cambridge Capital Management held 6,689 shares of iShares National Muni Bond ETF worth $720K as of Q2 2026.
  • Cambridge Capital Management sold 4,409 iShares National Muni Bond ETF shares in Q2 2026, an estimated $472K.
  • iShares National Muni Bond ETF made up 0.27% of Cambridge Capital Management's portfolio in Q2 2026, its #31 holding.
  • Cambridge Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Cambridge Capital Management's iShares National Muni Bond ETF position peaked at $2.58M in Q1 2024.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.