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

Cardinal Point 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 		$39.6M Buy
368,010
+8,690
+2% +$929K 2.24% 10
2026
Q1 		$38.1M Buy
359,320
+2,872
+0.8% +$309K 2.34% 9
2025
Q4 		$38.2M Buy
356,448
+6,978
+2% +$747K 2.5% 9
2025
Q3 		$37.4M Buy
349,470
+28,823
+9% +$3.02M 2.62% 8
2025
Q2 		$33.5M Sell
320,647
-10,528
-3% -$1.09M 2.65% 8
2025
Q1 		$34.9M Buy
331,175
+17,590
+6% +$1.87M 3.21% 7
2024
Q4 		$33.4M Buy
313,585
+28,114
+10% +$3.02M 5.3% 6
2024
Q3 		$31M Buy
285,471
+14,227
+5% +$1.53M 5.17% 6
2024
Q2 		$28.9M Buy
271,244
+42,298
+18% +$4.5M 5.03% 7
2024
Q1 		$24.6M Buy
+228,946
New +$24.7M 4.69% 9

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

Cardinal Point Capital Management's MUB Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 2.4% in Q2 2026, buying an estimated $929K and bringing the position to 368,010 shares worth $39.6M. The position accounts for 2.24% of the portfolio, ranked #10.

Cardinal Point Capital Management first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cardinal Point Capital Management held 368,010 shares of iShares National Muni Bond ETF worth $39.6M as of Q2 2026.
  • Cardinal Point Capital Management bought 8,690 iShares National Muni Bond ETF shares in Q2 2026, an estimated $929K.
  • iShares National Muni Bond ETF made up 2.24% of Cardinal Point Capital Management's portfolio in Q2 2026, its #10 holding.
  • Cardinal Point Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.