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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
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

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

Coastline Trust's MUB Position: Q2 2026 in Review

Coastline Trust increased its iShares National Muni Bond ETF (MUB) stake by 94% in Q2 2026, buying an estimated $1.65M and bringing the position to 31,867 shares worth $3.43M. The position accounts for 0.3% of the portfolio, ranked #58.

Coastline Trust first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Coastline Trust held 31,867 shares of iShares National Muni Bond ETF worth $3.43M as of Q2 2026.
  • Coastline Trust bought 15,428 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.65M.
  • iShares National Muni Bond ETF made up 0.3% of Coastline Trust's portfolio in Q2 2026, its #58 holding.
  • Coastline Trust first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.