Global Strategic Investment Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Global Strategic Investment 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	$29.4M	Sell	273,481 -22,697	-8%	-$2.43M	2.61%	12
2026 Q1	$31.4M	Buy	296,178 +1,285	+0.4%	+$138K	3.06%	10
2025 Q4	$31.6M	Buy	294,893 +7,163	+2%	+$767K	3.09%	10
2025 Q3	$30.6M	Buy	287,730 +34,132	+13%	+$3.57M	3.06%	10
2025 Q2	$26.5M	Sell	253,598 -226,812	-47%	-$23.6M	2.83%	11
2025 Q1	$50.7M	Buy	480,410 +72,809	+18%	+$7.74M	5.86%	4
2024 Q4	$43.4M	Buy	407,601 +129,827	+47%	+$13.9M	5.08%	4
2024 Q3	$30.2M	Sell	277,774 -16,446	-6%	-$1.77M	3.53%	7
2024 Q2	$31.3M	Sell	294,220 -2,323	-0.8%	-$247K	3.79%	7
2024 Q1	$31.9M	Buy	296,543 +40,084	+16%	+$4.33M	3.7%	8
2023 Q4	$27.8M	Buy	+256,459	New	+$26.8M	3.41%	8

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Global Strategic Investment Solutions's MUB Position: Q2 2026 in Review

Global Strategic Investment Solutions reduced its iShares National Muni Bond ETF (MUB) stake by 7.7% in Q2 2026, selling an estimated $2.43M and leaving 273,481 shares worth $29.4M. The position accounts for 2.61% of the portfolio, ranked #12.

Global Strategic Investment Solutions first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.7M in Q1 2025. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Global Strategic Investment Solutions held 273,481 shares of iShares National Muni Bond ETF worth $29.4M as of Q2 2026.
Global Strategic Investment Solutions sold 22,697 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.43M.
iShares National Muni Bond ETF made up 2.61% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #12 holding.
Global Strategic Investment Solutions first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Global Strategic Investment Solutions's iShares National Muni Bond ETF position peaked at $50.7M in Q1 2025.
1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.