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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
2020
Q4 		– Sell
-47,113
Closed -$5.46M – 432
2020
Q3 		$5.46M Buy
+47,113
New +$5.47M 1.4% 16

Other funds holding MUB

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
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 713 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.
  • 713 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.