Eastern Bank
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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
Q3 		$468K Buy
4,628
+915
+25% +$96K 0.01% 288
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Eastern Bank's MUB Position: Q3 2026 in Review

Eastern Bank increased its iShares National Muni Bond ETF (MUB) stake by 25% in Q3 2026, buying an estimated $96K and bringing the position to 4,628 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #288.

Eastern Bank first reported a position in MUB in Q2 2013 and has held it in 27 quarters since. The position peaked at $20.6M in Q1 2014. 406 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Eastern Bank held 4,628 shares of iShares National Muni Bond ETF worth $468K as of Q3 2026.
  • Eastern Bank bought 915 iShares National Muni Bond ETF shares in Q3 2026, an estimated $96K.
  • iShares National Muni Bond ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #288 holding.
  • Eastern Bank first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 27 quarters since.
  • Eastern Bank's iShares National Muni Bond ETF position peaked at $20.6M in Q1 2014.
  • 406 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.