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

Cumberland 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 		$349K Buy
3,240
+120
+4% +$12.8K 0.12% 40
2026
Q1 		$331K Sell
3,120
-135
-4% -$14.5K 0.13% 40
2025
Q4 		$349K Buy
3,255
+160
+5% +$17.1K 0.13% 40
2025
Q3 		$330K Buy
3,095
+205
+7% +$21.5K 0.13% 41
2025
Q2 		$302K Sell
2,890
-375
-11% -$39K 0.13% 39
2025
Q1 		$344K Buy
3,265
+60
+2% +$6.38K 0.16% 38
2024
Q4 		$341K Buy
3,205
+295
+10% +$31.7K 0.14% 39
2024
Q3 		$316K Buy
2,910
+10
+0.3% +$1.08K 0.13% 40
2024
Q2 		$309K Buy
2,900
+150
+5% +$16K 0.13% 44
2024
Q1 		$296K Sell
2,750
-2,010
-42% -$217K 0.11% 49
2023
Q4 		$516K Buy
4,760
+1,040
+28% +$109K 0.22% 42
2023
Q3 		$381K Buy
3,720
+20
+0.5% +$2.11K 0.17% 46
2023
Q2 		$395K Buy
3,700
+420
+13% +$44.9K 0.18% 47
2023
Q1 		$353K Sell
3,280
-730
-18% -$78K 0.15% 50
2022
Q4 		$423K Buy
4,010
+560
+16% +$58.4K 0.18% 49
2022
Q3 		$354K Buy
3,450
+1,225
+55% +$130K 0.14% 47
2022
Q2 		$237K Buy
+2,225
New +$237K 0.08% 51
2020
Q2 		$2.18M Buy
18,896
+790
+4% +$89.7K 0.83% 24
2020
Q1 		$2.05M Hold
18,106
– – 0.83% 22
2019
Q4 		$2.06M Hold
18,106
– – 0.71% 29
2019
Q3 		$2.07M Hold
18,106
– – 0.58% 32
2019
Q2 		$2.05M Buy
+18,106
New +$2.03M 0.69% 30

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

Cumberland Advisors's MUB Position: Q2 2026 in Review

Cumberland Advisors increased its iShares National Muni Bond ETF (MUB) stake by 3.8% in Q2 2026, buying an estimated $12.8K and bringing the position to 3,240 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #40.

Cumberland Advisors first reported a position in MUB in Q2 2019 and has held it in 22 quarters since. The position peaked at $2.18M in Q2 2020. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cumberland Advisors held 3,240 shares of iShares National Muni Bond ETF worth $349K as of Q2 2026.
  • Cumberland Advisors bought 120 iShares National Muni Bond ETF shares in Q2 2026, an estimated $12.8K.
  • iShares National Muni Bond ETF made up 0.12% of Cumberland Advisors's portfolio in Q2 2026, its #40 holding.
  • Cumberland Advisors first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 22 quarters since.
  • Cumberland Advisors's iShares National Muni Bond ETF position peaked at $2.18M in Q2 2020.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.