Eagle Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Eagle Strategies’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 Q3	$673K	Sell	6,658 -5,831	-47%	-$612K	0.07%	174
2026 Q2	$1.34M	Buy	12,489 +28	+0.2%	+$2.99K	0.13%	122
2026 Q1	$1.32M	Sell	12,461 -1,072	-8%	-$115K	0.16%	112
2025 Q4	$1.45M	Buy	13,533 +421	+3%	+$45.1K	0.19%	107
2025 Q3	$1.4M	Buy	13,112 +68	+0.5%	+$7.12K	0.19%	108
2025 Q2	$1.36M	Buy	+13,044	New	+$1.36M	0.21%	96
2024 Q2	–	Sell	-8,473	Closed	-$912K	–	289
2024 Q1	$912K	Buy	+8,473	New	+$914K	0.2%	114

Other funds holding MUB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Eagle Strategies's MUB Position: Q3 2026 in Review

Eagle Strategies reduced its iShares National Muni Bond ETF (MUB) stake by 47% in Q3 2026, selling an estimated $612K and leaving 6,658 shares worth $673K. The position accounts for 0.07% of the portfolio, ranked #174.

Eagle Strategies first reported a position in MUB in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2025. 1,045 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Eagle Strategies held 6,658 shares of iShares National Muni Bond ETF worth $673K as of Q3 2026.
Eagle Strategies sold 5,831 iShares National Muni Bond ETF shares in Q3 2026, an estimated $612K.
iShares National Muni Bond ETF made up 0.07% of Eagle Strategies's portfolio in Q3 2026, its #174 holding.
Eagle Strategies first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 7 quarters since.
Eagle Strategies's iShares National Muni Bond ETF position peaked at $1.45M in Q4 2025.
1,045 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.