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

Cary Street Partners’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	$3.18M	Sell	29,547 -735	-2%	-$78.6K	0.07%	272
2026 Q1	$3.21M	Sell	30,282 -1,687	-5%	-$181K	0.08%	248
2025 Q4	$3.42M	Buy	31,969 +4,035	+14%	+$432K	0.08%	233
2025 Q3	$2.97M	Buy	27,934 +3,756	+16%	+$393K	0.08%	257
2025 Q2	$2.53M	Buy	24,178 +14,008	+138%	+$1.46M	0.07%	278
2025 Q1	$1.07M	Buy	10,170 +11	+0.1%	+$1.17K	0.03%	376
2024 Q4	$1.08M	Buy	+10,159	New	+$1.09M	0.04%	363

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Cary Street Partners reduced its iShares National Muni Bond ETF (MUB) stake by 2.4% in Q2 2026, selling an estimated $78.6K and leaving 29,547 shares worth $3.18M. The position accounts for 0.07% of the portfolio, ranked #272.

Cary Street Partners first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.42M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Cary Street Partners held 29,547 shares of iShares National Muni Bond ETF worth $3.18M as of Q2 2026.
Cary Street Partners sold 735 iShares National Muni Bond ETF shares in Q2 2026, an estimated $78.6K.
iShares National Muni Bond ETF made up 0.07% of Cary Street Partners's portfolio in Q2 2026, its #272 holding.
Cary Street Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares National Muni Bond ETF position peaked at $3.42M in Q4 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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