First National Bank of Mount Dora’s iShares National Muni Bond ETF MUB Stock Holding History

First National Bank of Mount Dora’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	$1.53M	Sell	14,211 -861	-6%	-$92.1K	0.31%	64
2026 Q1	$1.6M	Buy	15,072 +813	+6%	+$87.4K	0.35%	62
2025 Q4	$1.53M	Buy	14,259 +507	+4%	+$54.3K	0.33%	57
2025 Q3	$1.46M	Sell	13,752 -374	-3%	-$39.1K	0.32%	58
2025 Q2	$1.48M	Sell	14,126 -1,103	-7%	-$115K	0.33%	58
2025 Q1	$1.61M	Hold	15,229	–	–	0.39%	57
2024 Q4	$1.62M	Buy	15,229 +1,439	+10%	+$155K	0.38%	64
2024 Q3	$1.5M	Sell	13,790 -372	-3%	-$40.1K	0.34%	66
2024 Q2	$1.51M	Sell	14,162 -238	-2%	-$25.3K	0.36%	72
2024 Q1	$1.55M	Sell	14,400 -2,190	-13%	-$236K	0.38%	69
2023 Q4	$1.8M	Buy	16,590 +257	+2%	+$26.9K	0.48%	63
2023 Q3	$1.67M	Sell	16,333 -1,020	-6%	-$108K	0.5%	62
2023 Q2	$1.85M	Buy	17,353 +710	+4%	+$75.9K	0.53%	61
2023 Q1	$1.79M	Buy	16,643 +2,387	+17%	+$255K	0.54%	58
2022 Q4	$1.5M	Sell	14,256 -109,983	-89%	-$11.5M	0.5%	60
2022 Q3	$12.7M	Sell	124,239 -9,558	-7%	-$1.02M	4.51%	1
2022 Q2	$14.2M	Sell	133,797 -5,088	-4%	-$543K	4.89%	1
2022 Q1	$15.2M	Buy	138,885 +3,782	+3%	+$427K	4.59%	1
2021 Q4	$15.7M	Buy	135,103 +15,025	+13%	+$1.74M	4.63%	2
2021 Q3	$13.9M	Buy	120,078 +16,413	+16%	+$1.92M	4.59%	1
2021 Q2	$12.2M	Sell	103,665 -1	-0%	-$117	3.99%	1
2021 Q1	$12M	Buy	103,666 +8,862	+9%	+$1.03M	4.19%	1
2020 Q4	$11.1M	Buy	94,804 +42,229	+80%	+$4.91M	4.02%	1
2020 Q3	$6.09M	Buy	52,575 +3,559	+7%	+$414K	2.52%	8
2020 Q2	$5.66M	Hold	49,016	–	–	2.57%	7
2020 Q1	$5.54M	Buy	49,016 +20,698	+73%	+$2.36M	2.93%	6
2019 Q4	$3.23M	Buy	+28,318	New	+$3.23M	1.36%	37

Other funds holding MUB

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

First National Bank of Mount Dora's MUB Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its iShares National Muni Bond ETF (MUB) stake by 5.7% in Q2 2026, selling an estimated $92.1K and leaving 14,211 shares worth $1.53M. The position accounts for 0.31% of the portfolio, ranked #64.

First National Bank of Mount Dora first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.7M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

First National Bank of Mount Dora held 14,211 shares of iShares National Muni Bond ETF worth $1.53M as of Q2 2026.
First National Bank of Mount Dora sold 861 iShares National Muni Bond ETF shares in Q2 2026, an estimated $92.1K.
iShares National Muni Bond ETF made up 0.31% of First National Bank of Mount Dora's portfolio in Q2 2026, its #64 holding.
First National Bank of Mount Dora first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
First National Bank of Mount Dora's iShares National Muni Bond ETF position peaked at $15.7M in Q4 2021.
1,066 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.