Cornerstone Investment Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Cornerstone Investment Partners’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	$1.77M	Sell	16,470 -158	-1%	-$16.9K	0.06%	37
2026 Q1	$1.77M	Buy	16,628 +328	+2%	+$35.3K	0.07%	38
2025 Q4	$1.75M	Sell	16,300 -231	-1%	-$24.7K	0.07%	37
2025 Q3	$1.76M	Sell	16,531 -554	-3%	-$58K	0.07%	34
2025 Q2	$1.79M	Sell	17,085 -1,734	-9%	-$180K	0.08%	35
2025 Q1	$1.98M	Buy	18,819 +8,249	+78%	+$877K	0.1%	35
2024 Q4	$1.13M	Buy	10,570 +661	+7%	+$71K	0.06%	35
2024 Q3	$1.08M	Buy	9,909 +664	+7%	+$71.6K	0.05%	35
2024 Q2	$985K	Sell	9,245 -1,070	-10%	-$114K	0.05%	52
2024 Q1	$1.11M	Buy	10,315 +2,801	+37%	+$302K	0.05%	50
2023 Q4	$815K	Sell	7,514 -452	-6%	-$47.2K	0.05%	54
2023 Q3	$817K	Buy	+7,966	New	+$840K	0.05%	52

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cornerstone Investment Partners's MUB Position: Q2 2026 in Review

Cornerstone Investment Partners reduced its iShares National Muni Bond ETF (MUB) stake by 0.95% in Q2 2026, selling an estimated $16.9K and leaving 16,470 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #37.

Cornerstone Investment Partners first reported a position in MUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.98M in Q1 2025. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Cornerstone Investment Partners held 16,470 shares of iShares National Muni Bond ETF worth $1.77M as of Q2 2026.
Cornerstone Investment Partners sold 158 iShares National Muni Bond ETF shares in Q2 2026, an estimated $16.9K.
iShares National Muni Bond ETF made up 0.06% of Cornerstone Investment Partners's portfolio in Q2 2026, its #37 holding.
Cornerstone Investment Partners first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Cornerstone Investment Partners's iShares National Muni Bond ETF position peaked at $1.98M in Q1 2025.
1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cornerstone Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.