GAMMA Investing’s iShares National Muni Bond ETF MUB Stock Holding History

GAMMA Investing’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	$27M	Buy	250,754 +37,161	+17%	+$3.97M	1%	14
2026 Q1	$22.7M	Buy	213,593 +34,960	+20%	+$3.76M	1.06%	12
2025 Q4	$19.1M	Buy	178,633 +39,803	+29%	+$4.26M	0.96%	13
2025 Q3	$14.8M	Buy	138,830 +27,355	+25%	+$2.86M	0.82%	15
2025 Q2	$11.6M	Sell	111,475 -16,033	-13%	-$1.67M	0.74%	17
2025 Q1	$13.4M	Buy	127,508 +13,101	+11%	+$1.39M	1.01%	13
2024 Q4	$12.2M	Buy	114,407 +13,838	+14%	+$1.49M	1.04%	11
2024 Q3	$10.9M	Buy	100,569 +24,923	+33%	+$2.69M	1.08%	12
2024 Q2	$8.06M	Buy	75,646 +17,932	+31%	+$1.91M	1.1%	11
2024 Q1	$6.21M	Buy	57,714 +7,066	+14%	+$762K	1.26%	8
2023 Q4	$5.49M	Buy	+50,648	New	+$5.29M	1.49%	6

Other funds holding MUB

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing's MUB Position: Q2 2026 in Review

GAMMA Investing increased its iShares National Muni Bond ETF (MUB) stake by 17% in Q2 2026, buying an estimated $3.97M and bringing the position to 250,754 shares worth $27M. The position accounts for 1% of the portfolio, ranked #14.

GAMMA Investing first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 484 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

GAMMA Investing held 250,754 shares of iShares National Muni Bond ETF worth $27M as of Q2 2026.
GAMMA Investing bought 37,161 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.97M.
iShares National Muni Bond ETF made up 1% of GAMMA Investing's portfolio in Q2 2026, its #14 holding.
GAMMA Investing first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
484 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.