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Certuity’s iShares National Muni Bond ETF MUB Stock Holding History

Certuity’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 		$320K Hold
2,977
– – 0.02% 488
2026
Q1 		$316K Buy
+2,977
New +$320K 0.02% 434
2021
Q1 		– Sell
-3,243
Closed -$380K – 326
2020
Q4 		$380K Hold
3,243
– – 0.12% 124
2020
Q3 		$376K Hold
3,243
– – 0.15% 103
2020
Q2 		$374K Hold
3,243
– – 0.17% 85
2020
Q1 		$366K Buy
3,243
+195
+6% +$22.3K 0.2% 85
2019
Q4 		$347K Buy
+3,048
New +$347K 0.17% 106

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

Certuity's MUB Position: Q2 2026 in Review

Certuity held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,977 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #488.

Certuity first reported a position in MUB in Q4 2019 and has held it in 7 quarters since. The position peaked at $380K in Q4 2020. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Certuity held 2,977 shares of iShares National Muni Bond ETF worth $320K as of Q2 2026.
  • Certuity left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.02% of Certuity's portfolio in Q2 2026, its #488 holding.
  • Certuity first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 7 quarters since.
  • Certuity's iShares National Muni Bond ETF position peaked at $380K in Q4 2020.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.