Diligent Investors’s iShares National Muni Bond ETF MUB Stock Holding History

Diligent Investors’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	$374K	Sell	3,477 -537	-13%	-$57.4K	0.08%	256
2026 Q1	$426K	Buy	4,014 +7	+0.2%	+$753	0.11%	219
2025 Q4	$429K	Sell	4,007 -652	-14%	-$69.8K	0.11%	210
2025 Q3	$496K	Sell	4,659 -41	-0.9%	-$4.29K	0.13%	191
2025 Q2	$491K	Buy	4,700 +10	+0.2%	+$1.04K	0.12%	199
2025 Q1	$495K	Buy	4,690 +6	+0.1%	+$638	0.12%	201
2024 Q4	$499K	Buy	4,684 +12	+0.3%	+$1.29K	0.11%	206
2024 Q3	$508K	Buy	4,672 +9	+0.2%	+$970	0.12%	198
2024 Q2	$497K	Sell	4,663 -2,492	-35%	-$265K	0.12%	188
2024 Q1	$770K	Buy	7,155 +6	+0.1%	+$647	0.19%	142
2023 Q4	$775K	Sell	7,149 -479	-6%	-$50.1K	0.21%	122
2023 Q3	$782K	Sell	7,628 -192	-2%	-$20.3K	0.24%	109
2023 Q2	$835K	Buy	7,820 +7	+0.1%	+$748	0.25%	103
2023 Q1	$842K	Buy	7,813 +30	+0.4%	+$3.21K	0.26%	96
2022 Q4	$821K	Buy	7,783 +85	+1%	+$8.86K	0.27%	92
2022 Q3	$790K	Buy	7,698 +53	+0.7%	+$5.63K	0.28%	85
2022 Q2	$813K	Sell	7,645 -350	-4%	-$37.4K	0.28%	89
2022 Q1	$877K	Buy	7,995 +2,951	+59%	+$333K	0.25%	92
2021 Q4	$586K	Buy	5,044 +1,136	+29%	+$132K	0.16%	130
2021 Q3	$458K	Hold	3,908	–	–	0.16%	138
2021 Q2	$458K	Buy	3,908 +140	+4%	+$16.4K	0.16%	139
2021 Q1	$437K	Buy	3,768 +298	+9%	+$34.8K	0.16%	140
2020 Q4	$407K	Buy	3,470 +4	+0.1%	+$465	0.16%	132
2020 Q3	$402K	Buy	3,466 +3	+0.1%	+$349	0.18%	121
2020 Q2	$400K	Buy	3,463 +751	+28%	+$85.3K	0.2%	109
2020 Q1	$306K	Buy	2,712 +100	+4%	+$11.4K	0.18%	117
2019 Q4	$298K	Hold	2,612	–	–	0.13%	154
2019 Q3	$298K	Buy	2,612 +441	+20%	+$50.3K	0.15%	156
2019 Q2	$246K	Buy	+2,171	New	+$243K	0.12%	177

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

Diligent Investors's MUB Position: Q2 2026 in Review

Diligent Investors reduced its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2026, selling an estimated $57.4K and leaving 3,477 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #256.

Diligent Investors first reported a position in MUB in Q2 2019 and has held it in 29 quarters since. The position peaked at $877K in Q1 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Diligent Investors held 3,477 shares of iShares National Muni Bond ETF worth $374K as of Q2 2026.
Diligent Investors sold 537 iShares National Muni Bond ETF shares in Q2 2026, an estimated $57.4K.
iShares National Muni Bond ETF made up 0.08% of Diligent Investors's portfolio in Q2 2026, its #256 holding.
Diligent Investors first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 29 quarters since.
Diligent Investors's iShares National Muni Bond ETF position peaked at $877K in Q1 2022.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.