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

Excalibur 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	$259K	Buy	+2,403	New	+$257K	0.09%	151

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

Excalibur Management's MUB Position: Q2 2026 in Review

Excalibur Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 2,403 shares worth $259K. The stake represents 0.09% of the portfolio and ranks #151 among its holdings.

1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Excalibur Management held 2,403 shares of iShares National Muni Bond ETF worth $259K as of Q2 2026.
iShares National Muni Bond ETF was a new Excalibur Management position in Q2 2026.
iShares National Muni Bond ETF made up 0.09% of Excalibur Management's portfolio in Q2 2026, its #151 holding.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.