D.L. Carlson Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

D.L. Carlson Investment Group’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	$755K	Buy	7,015 +2,851	+68%	+$305K	0.12%	92
2026 Q1	$442K	Sell	4,164 -17,618	-81%	-$1.89M	0.08%	109
2025 Q4	$2.33M	Sell	21,782 -47,836	-69%	-$5.12M	0.39%	68
2025 Q3	$7.41M	Sell	69,618 -17,083	-20%	-$1.79M	1.24%	19
2025 Q2	$9.06M	Buy	86,701 +49,476	+133%	+$5.14M	1.65%	13
2025 Q1	$3.93M	Buy	37,225 +1,028	+3%	+$109K	0.75%	34
2024 Q4	$3.86M	Sell	36,197 -7,162	-17%	-$769K	0.69%	45
2024 Q3	$4.71M	Buy	43,359 +2,744	+7%	+$296K	0.85%	29
2024 Q2	$4.33M	Buy	40,615 +3,359	+9%	+$358K	0.84%	28
2024 Q1	$4.01M	Buy	37,256 +3,035	+9%	+$328K	0.78%	39
2023 Q4	$3.7M	Sell	34,221 -925	-3%	-$96.7K	0.75%	43
2023 Q3	$3.6M	Sell	35,146 -1,199	-3%	-$126K	0.73%	50
2023 Q2	$3.88M	Buy	+36,345	New	+$3.88M	0.74%	47

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

D.L. Carlson Investment Group's MUB Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its iShares National Muni Bond ETF (MUB) stake by 68% in Q2 2026, buying an estimated $305K and bringing the position to 7,015 shares worth $755K. The position accounts for 0.12% of the portfolio, ranked #92.

D.L. Carlson Investment Group first reported a position in MUB in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.06M in Q2 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

D.L. Carlson Investment Group held 7,015 shares of iShares National Muni Bond ETF worth $755K as of Q2 2026.
D.L. Carlson Investment Group bought 2,851 iShares National Muni Bond ETF shares in Q2 2026, an estimated $305K.
iShares National Muni Bond ETF made up 0.12% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #92 holding.
D.L. Carlson Investment Group first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
D.L. Carlson Investment Group's iShares National Muni Bond ETF position peaked at $9.06M in Q2 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.