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Collective Family Office’s iShares National Muni Bond ETF MUB Stock Holding History

Collective Family Office’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 		$2M Buy
18,586
+4,225
+29% +$452K 0.41% 55
2026
Q1 		$1.52M Sell
14,361
-1,115
-7% -$120K 0.34% 61
2025
Q4 		$1.66M Sell
15,476
-987
-6% -$106K 0.38% 59
2025
Q3 		$1.75M Buy
16,463
+443
+3% +$46.4K 0.42% 57
2025
Q2 		$1.67M Buy
16,020
+7,159
+81% +$744K 0.43% 55
2025
Q1 		$934K Sell
8,861
-3,501
-28% -$372K 0.25% 75
2024
Q4 		$1.32M Sell
12,362
-2,528
-17% -$272K 0.36% 60
2024
Q3 		$1.62M Buy
14,890
+3,737
+34% +$403K 0.44% 56
2024
Q2 		$1.19M Buy
11,153
+1,502
+16% +$160K 0.35% 65
2024
Q1 		$1.04M Buy
9,651
+4,170
+76% +$450K 0.34% 70
2023
Q4 		$594K Sell
5,481
-4,664
-46% -$487K 0.21% 93
2023
Q3 		$1.04M Buy
10,145
+5,676
+127% +$599K 0.41% 59
2023
Q2 		$477K Buy
+4,469
New +$478K 0.19% 108
2023
Q1 		– Sell
-3,000
Closed -$317K – 176
2022
Q4 		$317K Buy
3,000
+904
+43% +$94.2K 0.14% 127
2022
Q3 		$215K Buy
+2,096
New +$223K 0.11% 159
2022
Q2 		– Sell
-11,146
Closed -$1.22M – 194
2022
Q1 		$1.22M Sell
11,146
-7,621
-41% -$860K 0.47% 56
2021
Q4 		$2.18M Sell
18,767
-17,771
-49% -$2.06M 0.86% 34
2021
Q3 		$4.25M Sell
36,538
-10,889
-23% -$1.28M 1.83% 12
2021
Q2 		$5.56M Sell
47,427
-24,632
-34% -$2.88M 2.38% 8
2021
Q1 		$8.36M Buy
72,059
+6,297
+10% +$734K 4.08% 2
2020
Q4 		$7.71M Buy
+65,762
New +$7.64M 4.28% 2

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Collective Family Office's MUB Position: Q2 2026 in Review

Collective Family Office increased its iShares National Muni Bond ETF (MUB) stake by 29% in Q2 2026, buying an estimated $452K and bringing the position to 18,586 shares worth $2M. The position accounts for 0.41% of the portfolio, ranked #55.

Collective Family Office first reported a position in MUB in Q4 2020 and has held it in 21 quarters since. The position peaked at $8.36M in Q1 2021. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Collective Family Office held 18,586 shares of iShares National Muni Bond ETF worth $2M as of Q2 2026.
  • Collective Family Office bought 4,225 iShares National Muni Bond ETF shares in Q2 2026, an estimated $452K.
  • iShares National Muni Bond ETF made up 0.41% of Collective Family Office's portfolio in Q2 2026, its #55 holding.
  • Collective Family Office first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Collective Family Office's iShares National Muni Bond ETF position peaked at $8.36M in Q1 2021.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.