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

CVA 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	$4.5M	Buy	41,831 +14,553	+53%	+$1.56M	0.41%	49
2026 Q1	$2.9M	Buy	27,278 +705	+3%	+$75.8K	0.3%	58
2025 Q4	$2.85M	Buy	26,573 +858	+3%	+$91.9K	0.33%	55
2025 Q3	$2.74M	Buy	25,715 +2,831	+12%	+$296K	0.35%	55
2025 Q2	$2.39M	Buy	22,884 +8,773	+62%	+$912K	0.34%	55
2025 Q1	$1.49M	Buy	14,111 +8,886	+170%	+$945K	0.23%	74
2024 Q4	$557K	Buy	5,225 +875	+20%	+$94K	0.09%	144
2024 Q3	$473K	Buy	4,350 +1,456	+50%	+$157K	0.08%	154
2024 Q2	$308K	Buy	2,894 +1,965	+212%	+$209K	0.06%	190
2024 Q1	$100K	Buy	929 +146	+19%	+$15.8K	0.02%	355
2023 Q4	$84.9K	Buy	+783	New	+$81.8K	0.02%	362
2023 Q3	–	Sell	-783	Closed	-$83.6K	–	688
2023 Q2	$83.6K	Hold	783	–	–	0.02%	340
2023 Q1	$84.4K	Buy	+783	New	+$83.7K	0.02%	339
2022 Q4	–	Sell	-861	Closed	-$88K	–	989
2022 Q3	$88K	Hold	861	–	–	0.02%	261
2022 Q2	$92K	Hold	861	–	–	0.03%	257
2022 Q1	$94K	Hold	861	–	–	0.02%	272
2021 Q4	$100K	Buy	+861	New	+$100K	0.02%	252
2021 Q3	–	Sell	-861	Closed	-$101K	–	689
2021 Q2	$101K	Hold	861	–	–	0.03%	242
2021 Q1	$100K	Buy	+861	New	+$100K	0.04%	179
2020 Q2	–	Sell	-122	Closed	-$14K	–	329
2020 Q1	$14K	Buy	+122	New	+$13.9K	0.01%	224

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

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

CVA Family Office increased its iShares National Muni Bond ETF (MUB) stake by 53% in Q2 2026, buying an estimated $1.56M and bringing the position to 41,831 shares worth $4.5M. The position accounts for 0.41% of the portfolio, ranked #49.

CVA Family Office first reported a position in MUB in Q1 2020 and has held it in 20 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

CVA Family Office held 41,831 shares of iShares National Muni Bond ETF worth $4.5M as of Q2 2026.
CVA Family Office bought 14,553 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.56M.
iShares National Muni Bond ETF made up 0.41% of CVA Family Office's portfolio in Q2 2026, its #49 holding.
CVA Family Office first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 20 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.