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Coastline Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Coastline Trust’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
Q3 		$2.84M Sell
28,124
-3,743
-12% -$393K 0.27% 65
2026
Q2 		$3.43M Buy
31,867
+15,428
+94% +$1.65M 0.3% 58
2026
Q1 		$1.75M Buy
16,439
+2,673
+19% +$287K 0.17% 91
2025
Q4 		$1.47M Sell
13,766
-7,160
-34% -$767K 0.14% 103
2025
Q3 		$2.23M Buy
20,926
+17,200
+462% +$1.8M 0.24% 74
2025
Q2 		$389K Buy
3,726
+1,915
+106% +$199K 0.04% 162
2025
Q1 		$191K Sell
1,811
-316
-15% -$33.6K 0.02% 197
2024
Q4 		$227K Sell
2,127
-125
-6% -$13.4K 0.03% 192
2024
Q3 		$245K Buy
+2,252
New +$243K 0.03% 197

Other funds holding MUB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Coastline Trust's MUB Position: Q3 2026 in Review

Coastline Trust reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q3 2026, selling an estimated $393K and leaving 28,124 shares worth $2.84M. The position accounts for 0.27% of the portfolio, ranked #65.

Coastline Trust first reported a position in MUB in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.43M in Q2 2026. 199 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Coastline Trust held 28,124 shares of iShares National Muni Bond ETF worth $2.84M as of Q3 2026.
  • Coastline Trust sold 3,743 iShares National Muni Bond ETF shares in Q3 2026, an estimated $393K.
  • iShares National Muni Bond ETF made up 0.27% of Coastline Trust's portfolio in Q3 2026, its #65 holding.
  • Coastline Trust first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's iShares National Muni Bond ETF position peaked at $3.43M in Q2 2026.
  • 199 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.