Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Envestnet Portfolio Solutions’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 		$134M Buy
1,242,985
+67,637
+6% +$7.23M 0.64% 36
2026
Q1 		$125M Sell
1,175,348
-578,013
-33% -$62.1M 0.69% 35
2025
Q4 		$188M Buy
1,753,361
+94,954
+6% +$10.2M 0.66% 34
2025
Q3 		$177M Sell
1,658,407
-3,218,833
-66% -$337M 0.65% 36
2025
Q2 		$510M Buy
4,877,240
+555,736
+13% +$57.8M 1.87% 13
2025
Q1 		$456M Sell
4,321,504
-510,840
-11% -$54.3M 1.74% 15
2024
Q4 		$515M Sell
4,832,344
-470,156
-9% -$50.5M 1.68% 15
2024
Q3 		$576M Buy
5,302,500
+775,176
+17% +$83.5M 1.87% 10
2024
Q2 		$482M Sell
4,527,324
-736,448
-14% -$78.4M 1.68% 17
2024
Q1 		$566M Sell
5,263,772
-648,190
-11% -$69.9M 2.13% 8
2023
Q4 		$641M Buy
5,911,962
+277,085
+5% +$29M 2.66% 7
2023
Q3 		$578M Buy
+5,634,877
New +$594M 2.73% 7

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

Envestnet Portfolio Solutions's MUB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares National Muni Bond ETF (MUB) stake by 5.8% in Q2 2026, buying an estimated $7.23M and bringing the position to 1,242,985 shares worth $134M. The position accounts for 0.64% of the portfolio, ranked #36.

Envestnet Portfolio Solutions first reported a position in MUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $641M in Q4 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,242,985 shares of iShares National Muni Bond ETF worth $134M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 67,637 iShares National Muni Bond ETF shares in Q2 2026, an estimated $7.23M.
  • iShares National Muni Bond ETF made up 0.64% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #36 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares National Muni Bond ETF position peaked at $641M in Q4 2023.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.