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

Colonial Trust 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	$164K	Buy	1,525 +25	+2%	+$2.67K	0.01%	226
2026 Q1	$159K	Hold	1,500	–	–	0.01%	220
2025 Q4	$161K	Hold	1,500	–	–	0.01%	216
2025 Q3	$160K	Sell	1,500 -508	-25%	-$53.2K	0.01%	219
2025 Q2	$210K	Sell	2,008 -1,808	-47%	-$188K	0.02%	194
2025 Q1	$402K	Buy	3,816 +1,808	+90%	+$192K	0.04%	151
2024 Q4	$214K	Hold	2,008	–	–	0.02%	190
2024 Q3	$218K	Buy	2,008 +750	+60%	+$80.8K	0.02%	196
2024 Q2	$134K	Sell	1,258 -14	-1%	-$1.49K	0.01%	214
2024 Q1	$137K	Sell	1,272 -1,721	-58%	-$186K	0.01%	211
2023 Q4	$324K	Hold	2,993	–	–	0.03%	151
2023 Q3	$307K	Sell	2,993 -309	-9%	-$32.6K	0.04%	159
2023 Q2	$352K	Sell	3,302 -262	-7%	-$28K	0.04%	158
2023 Q1	$384K	Buy	3,564 +384	+12%	+$41K	0.05%	156
2022 Q4	$336K	Buy	3,180 +263	+9%	+$27.4K	0.04%	164
2022 Q3	$299K	Buy	+2,917	New	+$310K	0.04%	165

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 22.96% 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

Colonial Trust Advisors's MUB Position: Q2 2026 in Review

Colonial Trust Advisors increased its iShares National Muni Bond ETF (MUB) stake by 1.7% in Q2 2026, buying an estimated $2.67K and bringing the position to 1,525 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #226.

Colonial Trust Advisors first reported a position in MUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $402K in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Colonial Trust Advisors held 1,525 shares of iShares National Muni Bond ETF worth $164K as of Q2 2026.
Colonial Trust Advisors bought 25 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.67K.
iShares National Muni Bond ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #226 holding.
Colonial Trust Advisors first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
Colonial Trust Advisors's iShares National Muni Bond ETF position peaked at $402K in Q1 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.