Conrad Siegel Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Conrad Siegel Investment 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	$297K	Hold	2,764	–	–	0.05%	59
2026 Q1	$293K	Hold	2,764	–	–	0.05%	53
2025 Q4	$296K	Hold	2,764	–	–	0.06%	49
2025 Q3	$294K	Buy	+2,764	New	+$289K	0.06%	48
2024 Q2	–	Sell	-1,905	Closed	-$205K	–	42
2024 Q1	$205K	Sell	1,905 -3,841	-67%	-$414K	0.06%	38
2023 Q4	$623K	Buy	+5,746	New	+$600K	0.28%	20
2022 Q4	–	Sell	-40,023	Closed	-$4.11M	–	29
2022 Q3	$4.11M	Buy	+40,023	New	+$4.25M	4.63%	6

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Conrad Siegel Investment Advisors's MUB Position: Q2 2026 in Review

Conrad Siegel Investment Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,764 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #59.

Conrad Siegel Investment Advisors first reported a position in MUB in Q3 2022 and has held it in 7 quarters since. The position peaked at $4.11M in Q3 2022. 934 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Conrad Siegel Investment Advisors held 2,764 shares of iShares National Muni Bond ETF worth $297K as of Q2 2026.
Conrad Siegel Investment Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.05% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #59 holding.
Conrad Siegel Investment Advisors first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 7 quarters since.
Conrad Siegel Investment Advisors's iShares National Muni Bond ETF position peaked at $4.11M in Q3 2022.
934 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.