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Cypress Wealth Services’s iShares National Muni Bond ETF MUB Stock Holding History

Cypress Wealth Services’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 		$2.91M Sell
27,085
-1,741
-6% -$186K 0.36% 56
2026
Q1 		$3.06M Buy
28,826
+838
+3% +$90.1K 0.43% 55
2025
Q4 		$3M Buy
27,988
+4,670
+20% +$500K 0.41% 50
2025
Q3 		$2.48M Sell
23,318
-385
-2% -$40.3K 0.41% 53
2025
Q2 		$2.48M Buy
23,703
+8,779
+59% +$913K 0.44% 52
2025
Q1 		$1.57M Sell
14,924
-6,280
-30% -$668K 0.32% 65
2024
Q4 		$2.26M Sell
21,204
-1,394
-6% -$150K 0.45% 49
2024
Q3 		$2.45M Buy
22,598
+1,278
+6% +$138K 0.51% 44
2024
Q2 		$2.27M Buy
21,320
+48
+0.2% +$5.11K 0.51% 46
2024
Q1 		$2.29M Sell
21,272
-419
-2% -$45.2K 0.53% 45
2023
Q4 		$2.35M Sell
21,691
-10,465
-33% -$1.09M 0.59% 39
2023
Q3 		$3.3M Buy
32,156
+14,387
+81% +$1.52M 0.91% 25
2023
Q2 		$1.9M Sell
17,769
-84
-0.5% -$8.98K 0.5% 42
2023
Q1 		$1.92M Buy
17,853
+903
+5% +$96.5K 0.56% 41
2022
Q4 		$1.79M Sell
16,950
-4,083
-19% -$426K 0.57% 39
2022
Q3 		$2.18M Sell
21,033
-8,811
-30% -$937K 0.74% 32
2022
Q2 		$3.17M Sell
29,844
-4,064
-12% -$434K 1.01% 21
2022
Q1 		$3.72M Buy
33,908
+1,352
+4% +$153K 1.01% 24
2021
Q4 		$3.79M Sell
32,556
-4,204
-11% -$488K 1.04% 26
2021
Q3 		$4.27M Buy
36,760
+4,251
+13% +$498K 1.28% 24
2021
Q2 		$3.81M Sell
32,509
-21,217
-39% -$2.48M 1.04% 26
2021
Q1 		$6.24M Buy
53,726
+6,066
+13% +$708K 1.3% 20
2020
Q4 		$5.59M Buy
+47,660
New +$5.54M 1.25% 18
2020
Q3 		– Sell
-44,641
Closed -$5.19M – 417
2020
Q2 		$5.15M Buy
44,641
+15,838
+55% +$1.8M 1.23% 16
2020
Q1 		$3.25M Buy
28,803
+4,244
+17% +$484K 0.96% 31
2019
Q4 		$2.8M Buy
24,559
+646
+3% +$73.6K 0.71% 45
2019
Q3 		$2.73M Buy
23,913
+12,103
+102% +$1.38M 0.75% 41
2019
Q2 		$1.34M Buy
+11,810
New +$1.32M 0.39% 80

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

Cypress Wealth Services's MUB Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares National Muni Bond ETF (MUB) stake by 6% in Q2 2026, selling an estimated $186K and leaving 27,085 shares worth $2.91M. The position accounts for 0.36% of the portfolio, ranked #56.

Cypress Wealth Services first reported a position in MUB in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.24M in Q1 2021. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cypress Wealth Services held 27,085 shares of iShares National Muni Bond ETF worth $2.91M as of Q2 2026.
  • Cypress Wealth Services sold 1,741 iShares National Muni Bond ETF shares in Q2 2026, an estimated $186K.
  • iShares National Muni Bond ETF made up 0.36% of Cypress Wealth Services's portfolio in Q2 2026, its #56 holding.
  • Cypress Wealth Services first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Cypress Wealth Services's iShares National Muni Bond ETF position peaked at $6.24M in Q1 2021.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.