Eastern Bank’s iShares National Muni Bond ETF MUB Stock Holding History

Eastern Bank’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	$400K	Sell	3,713 -406	-10%	-$43.4K	0.01%	301
2026 Q1	$437K	Buy	4,119 +406	+11%	+$43.7K	0.01%	287
2025 Q4	$398K	Hold	3,713	–	–	0.01%	281
2025 Q3	$395K	Hold	3,713	–	–	0.01%	279
2025 Q2	$388K	Hold	3,713	–	–	0.01%	284
2025 Q1	$391K	Sell	3,713 -3,052	-45%	-$325K	0.01%	293
2024 Q4	$721K	Hold	6,765	–	–	0.01%	235
2024 Q3	$735K	Buy	+6,765	New	+$729K	0.01%	249
2017 Q4	–	Sell	-2,425	Closed	-$269K	–	208
2017 Q3	$269K	Sell	2,425 -1,457	-38%	-$162K	0.02%	182
2017 Q2	$427K	Sell	3,882 -19,572	-83%	-$2.15M	0.03%	155
2017 Q1	$2.56M	Buy	23,454 +587	+3%	+$63.6K	0.19%	97
2016 Q4	$2.47M	Buy	22,867 +18,297	+400%	+$2M	0.19%	93
2016 Q3	$515K	Sell	4,570 -121	-3%	-$13.7K	0.04%	138
2016 Q2	$535K	Sell	4,691 -18	-0.4%	-$2.03K	0.04%	132
2016 Q1	$526K	Sell	4,709 -193	-4%	-$21.5K	0.04%	135
2015 Q4	$542K	Sell	4,902 -23	-0.5%	-$2.52K	0.05%	136
2015 Q3	$540K	Sell	4,925 -243	-5%	-$26.4K	0.05%	137
2015 Q2	$558K	Sell	5,168 -1,301	-20%	-$142K	0.05%	137
2015 Q1	$715K	Sell	6,469 -924	-12%	-$102K	0.06%	126
2014 Q4	$816K	Sell	7,393 -9,889	-57%	-$1.09M	0.06%	120
2014 Q3	$1.9M	Sell	17,282 -3,709	-18%	-$404K	0.15%	96
2014 Q2	$2.28M	Sell	20,991 -171,187	-89%	-$18.5M	0.18%	86
2014 Q1	$20.6M	Buy	192,178 +7,793	+4%	+$827K	1.73%	11
2013 Q4	$19.1M	Buy	184,385 +1,649	+0.9%	+$172K	1.63%	13
2013 Q3	$19.1M	Sell	182,736 -5,603	-3%	-$579K	1.75%	9
2013 Q2	$19.8M	Buy	+188,339	New	+$20.6M	1.84%	8

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Eastern Bank's MUB Position: Q2 2026 in Review

Eastern Bank reduced its iShares National Muni Bond ETF (MUB) stake by 9.9% in Q2 2026, selling an estimated $43.4K and leaving 3,713 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #301.

Eastern Bank first reported a position in MUB in Q2 2013 and has held it in 26 quarters since. The position peaked at $20.6M in Q1 2014. 320 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Eastern Bank held 3,713 shares of iShares National Muni Bond ETF worth $400K as of Q2 2026.
Eastern Bank sold 406 iShares National Muni Bond ETF shares in Q2 2026, an estimated $43.4K.
iShares National Muni Bond ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #301 holding.
Eastern Bank first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 26 quarters since.
Eastern Bank's iShares National Muni Bond ETF position peaked at $20.6M in Q1 2014.
320 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.