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Edgemoor Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Edgemoor Investment Advisors’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 		$1.05M Buy
9,788
+975
+11% +$104K 0.07% 101
2026
Q1 		$936K Buy
8,813
+1,300
+17% +$140K 0.07% 98
2025
Q4 		$805K Buy
7,513
+440
+6% +$47.1K 0.06% 103
2025
Q3 		$753K Sell
7,073
-290
-4% -$30.3K 0.06% 112
2025
Q2 		$769K Sell
7,363
-2,500
-25% -$260K 0.07% 103
2025
Q1 		$1.04M Buy
9,863
+1,900
+24% +$202K 0.1% 95
2024
Q4 		$848K Sell
7,963
-1,435
-15% -$154K 0.07% 99
2024
Q3 		$1.02M Buy
9,398
+3,508
+60% +$378K 0.09% 94
2024
Q2 		$628K Buy
5,890
+2,330
+65% +$248K 0.06% 104
2024
Q1 		$383K Hold
3,560
– – 0.04% 119
2023
Q4 		$386K Buy
+3,560
New +$372K 0.04% 118

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

Edgemoor Investment Advisors's MUB Position: Q2 2026 in Review

Edgemoor Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $104K and bringing the position to 9,788 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #101.

Edgemoor Investment Advisors first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Edgemoor Investment Advisors held 9,788 shares of iShares National Muni Bond ETF worth $1.05M as of Q2 2026.
  • Edgemoor Investment Advisors bought 975 iShares National Muni Bond ETF shares in Q2 2026, an estimated $104K.
  • iShares National Muni Bond ETF made up 0.07% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • Edgemoor Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.