Elm Partners Management’s iShares National Muni Bond ETF MUB Stock Holding History

Elm Partners Management’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	$11.1M	Sell	103,433 -36,963	-26%	-$3.95M	0.4%	29
2026 Q1	$14.9M	Buy	140,396 +10,288	+8%	+$1.11M	0.64%	27
2025 Q4	$13.9M	Buy	130,108 +79,956	+159%	+$8.56M	0.63%	24
2025 Q3	$5.34M	Sell	50,152 -12,629	-20%	-$1.32M	0.27%	30
2025 Q2	$6.56M	Sell	62,781 -1,955	-3%	-$203K	0.38%	25
2025 Q1	$6.83M	Sell	64,736 -75,013	-54%	-$7.98M	0.44%	26
2024 Q4	$14.9M	Buy	139,749 +8,332	+6%	+$895K	1.02%	20
2024 Q3	$14.3M	Buy	131,417 +47,589	+57%	+$5.13M	1.02%	20
2024 Q2	$8.93M	Sell	83,828 -48,672	-37%	-$5.18M	0.69%	23
2024 Q1	$14.3M	Sell	132,500 -15,990	-11%	-$1.73M	1.13%	19
2023 Q4	$16.1M	Buy	148,490 +48,656	+49%	+$5.08M	1.46%	15
2023 Q3	$10.2M	Buy	99,834 +23,656	+31%	+$2.5M	1.06%	19
2023 Q2	$8.13M	Sell	76,178 -79,076	-51%	-$8.45M	0.82%	22
2023 Q1	$16.7M	Buy	155,254 +30,640	+25%	+$3.27M	1.76%	14
2022 Q4	$13.1M	Sell	124,614 -10,303	-8%	-$1.07M	1.52%	12
2022 Q3	$13.8M	Buy	134,917 +55,740	+70%	+$5.93M	1.87%	12
2022 Q2	$8.42M	Buy	79,177 +34,219	+76%	+$3.65M	1.1%	17
2022 Q1	$4.93M	Buy	44,958 +32,413	+258%	+$3.66M	0.62%	19
2021 Q4	$1.46M	Sell	12,545 -2,006	-14%	-$233K	0.18%	26
2021 Q3	$1.69M	Buy	14,551 +3,002	+26%	+$352K	0.23%	28
2021 Q2	$1.35M	Sell	11,549 -1,073	-9%	-$125K	0.18%	29
2021 Q1	$1.47M	Sell	12,622 -37,505	-75%	-$4.37M	0.21%	29
2020 Q4	$5.88M	Sell	50,127 -855	-2%	-$99.3K	0.88%	23
2020 Q3	$5.91M	Sell	50,982 -525	-1%	-$61K	0.99%	22
2020 Q2	$5.94M	Buy	51,507 +12,217	+31%	+$1.39M	1.06%	23
2020 Q1	$4.44M	Sell	39,290 -12,304	-24%	-$1.4M	0.98%	22
2019 Q4	$5.89M	Sell	51,594 -461	-0.9%	-$52.5K	1.29%	20
2019 Q3	$5.94M	Sell	52,055 -2,536	-5%	-$289K	1.34%	21
2019 Q2	$6.17M	Buy	54,591 +5,666	+12%	+$634K	1.38%	21
2019 Q1	$5.44M	Buy	48,925 +42,965	+721%	+$4.71M	1.46%	21
2018 Q4	$649K	Buy	+5,960	New	+$641K	0.22%	26

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Elm Partners Management's MUB Position: Q2 2026 in Review

Elm Partners Management reduced its iShares National Muni Bond ETF (MUB) stake by 26% in Q2 2026, selling an estimated $3.95M and leaving 103,433 shares worth $11.1M. The position accounts for 0.4% of the portfolio, ranked #29.

Elm Partners Management first reported a position in MUB in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.7M in Q1 2023. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Elm Partners Management held 103,433 shares of iShares National Muni Bond ETF worth $11.1M as of Q2 2026.
Elm Partners Management sold 36,963 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.95M.
iShares National Muni Bond ETF made up 0.4% of Elm Partners Management's portfolio in Q2 2026, its #29 holding.
Elm Partners Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
Elm Partners Management's iShares National Muni Bond ETF position peaked at $16.7M in Q1 2023.
1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.