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Diversified Enterprises’s iShares National Muni Bond ETF MUB Stock Holding History

Diversified Enterprises’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 		$12M Buy
111,904
+4,029
+4% +$431K 0.58% 23
2026
Q1 		$11.5M Buy
107,875
+655
+0.6% +$70.4K 0.63% 22
2025
Q4 		$11.5M Buy
107,220
+15,221
+17% +$1.63M 0.68% 19
2025
Q3 		$9.8M Buy
91,999
+3,109
+3% +$325K 0.66% 19
2025
Q2 		$9.29M Buy
88,890
+18,154
+26% +$1.89M 0.69% 19
2025
Q1 		$7.46M Buy
70,736
+37,204
+111% +$3.96M 0.63% 18
2024
Q4 		$3.57M Buy
33,532
+3,569
+12% +$383K 0.34% 24
2024
Q3 		$3.25M Buy
+29,963
New +$3.23M 0.36% 23

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Diversified Enterprises's MUB Position: Q2 2026 in Review

Diversified Enterprises increased its iShares National Muni Bond ETF (MUB) stake by 3.7% in Q2 2026, buying an estimated $431K and bringing the position to 111,904 shares worth $12M. The position accounts for 0.58% of the portfolio, ranked #23.

Diversified Enterprises first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Diversified Enterprises held 111,904 shares of iShares National Muni Bond ETF worth $12M as of Q2 2026.
  • Diversified Enterprises bought 4,029 iShares National Muni Bond ETF shares in Q2 2026, an estimated $431K.
  • iShares National Muni Bond ETF made up 0.58% of Diversified Enterprises's portfolio in Q2 2026, its #23 holding.
  • Diversified Enterprises first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.