Cary Street Partners Investment Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Cary Street Partners Investment Advisory’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	$715K	Buy	6,646 +122	+2%	+$13K	0.14%	151
2026 Q1	$693K	Buy	6,524 +3,397	+109%	+$365K	0.18%	130
2025 Q4	$335K	Buy	+3,127	New	+$335K	0.09%	222
2024 Q4	–	Sell	-14,622	Closed	-$1.59M	–	671
2024 Q3	$1.59M	Buy	14,622 +90	+0.6%	+$9.7K	0.06%	296
2024 Q2	$1.55M	Buy	14,532 +652	+5%	+$69.4K	0.06%	290
2024 Q1	$1.49M	Hold	13,880	–	–	0.06%	285
2023 Q4	$1.5M	Sell	13,880 -442	-3%	-$46.2K	0.07%	265
2023 Q3	$1.47M	Buy	14,322 +104	+0.7%	+$11K	0.08%	254
2023 Q2	$1.52M	Buy	14,218 +103	+0.7%	+$11K	0.1%	210
2023 Q1	$1.52M	Buy	14,115 +503	+4%	+$53.7K	0.11%	194
2022 Q4	$1.44M	Buy	13,612 +6,498	+91%	+$677K	0.11%	199
2022 Q3	$730K	Buy	7,114 +523	+8%	+$55.6K	0.06%	267
2022 Q2	$701K	Buy	6,591 +3,899	+145%	+$416K	0.06%	256
2022 Q1	$295K	Buy	+2,692	New	+$304K	0.08%	213
2020 Q4	–	Sell	-428	Closed	-$50K	–	681
2020 Q3	$50K	Buy	+428	New	+$49.7K	0.01%	492

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's MUB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q2 2026, buying an estimated $13K and bringing the position to 6,646 shares worth $715K. The position accounts for 0.14% of the portfolio, ranked #151.

Cary Street Partners Investment Advisory first reported a position in MUB in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.59M in Q3 2024. 1,316 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Cary Street Partners Investment Advisory held 6,646 shares of iShares National Muni Bond ETF worth $715K as of Q2 2026.
Cary Street Partners Investment Advisory bought 122 iShares National Muni Bond ETF shares in Q2 2026, an estimated $13K.
iShares National Muni Bond ETF made up 0.14% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #151 holding.
Cary Street Partners Investment Advisory first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 15 quarters since.
Cary Street Partners Investment Advisory's iShares National Muni Bond ETF position peaked at $1.59M in Q3 2024.
1,316 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.