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Eaton Financial Holdings’s iShares National Muni Bond ETF MUB Stock Holding History

Eaton Financial Holdings’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 		$300K Buy
2,789
+2
+0.1% +$214 0.08% 111
2026
Q1 		$296K Sell
2,787
-257
-8% -$27.6K 0.1% 111
2025
Q4 		$326K Hold
3,044
– – 0.09% 115
2025
Q3 		$324K Hold
3,044
– – 0.09% 110
2025
Q2 		$318K Buy
3,044
+1,000
+49% +$104K 0.1% 100
2025
Q1 		$216K Sell
2,044
-30,291
-94% -$3.22M 0.09% 59
2024
Q4 		$3.45M Buy
32,335
+371
+1% +$39.9K 1.33% 22
2024
Q3 		$3.47M Buy
+31,964
New +$3.44M 1.41% 21

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Eaton Financial Holdings's MUB Position: Q2 2026 in Review

Eaton Financial Holdings increased its iShares National Muni Bond ETF (MUB) stake by 0.07% in Q2 2026, buying an estimated $214 and bringing the position to 2,789 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #111.

Eaton Financial Holdings first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.47M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Eaton Financial Holdings held 2,789 shares of iShares National Muni Bond ETF worth $300K as of Q2 2026.
  • Eaton Financial Holdings bought 2 iShares National Muni Bond ETF shares in Q2 2026, an estimated $214.
  • iShares National Muni Bond ETF made up 0.08% of Eaton Financial Holdings's portfolio in Q2 2026, its #111 holding.
  • Eaton Financial Holdings first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Eaton Financial Holdings's iShares National Muni Bond ETF position peaked at $3.47M in Q3 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.