Coastal Bridge Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Coastal Bridge Advisors’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	$681K	Buy	6,324 +1,287	+26%	+$138K	0.04%	275
2026 Q1	$535K	Buy	5,037 +908	+22%	+$97.6K	0.04%	301
2025 Q4	$442K	Buy	4,129 +71	+2%	+$7.6K	0.03%	317
2025 Q3	$432K	Buy	4,058 +1,980	+95%	+$207K	0.03%	318
2025 Q2	$217K	Buy	2,078 +2	+0.1%	+$208	0.02%	405
2025 Q1	$219K	Buy	+2,076	New	+$221K	0.02%	388

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 22.9% 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

Coastal Bridge Advisors's MUB Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares National Muni Bond ETF (MUB) stake by 26% in Q2 2026, buying an estimated $138K and bringing the position to 6,324 shares worth $681K. The position accounts for 0.04% of the portfolio, ranked #275.

Coastal Bridge Advisors first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Coastal Bridge Advisors held 6,324 shares of iShares National Muni Bond ETF worth $681K as of Q2 2026.
Coastal Bridge Advisors bought 1,287 iShares National Muni Bond ETF shares in Q2 2026, an estimated $138K.
iShares National Muni Bond ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #275 holding.
Coastal Bridge Advisors first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.