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

Goelzer Investment 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 		$251K Buy
2,332
+263
+13% +$28.1K 0.01% 293
2026
Q1 		$220K Hold
2,069
– – 0.01% 285
2025
Q4 		$222K Hold
2,069
– – 0.01% 264
2025
Q3 		$220K Buy
+2,069
New +$217K 0.01% 235

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goelzer Investment Management's MUB Position: Q2 2026 in Review

Goelzer Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,332 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #293.

Goelzer Investment Management first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. 1,307 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Goelzer Investment Management held 2,332 shares of iShares National Muni Bond ETF worth $251K as of Q2 2026.
  • Goelzer Investment Management bought 263 iShares National Muni Bond ETF shares in Q2 2026, an estimated $28.1K.
  • iShares National Muni Bond ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #293 holding.
  • Goelzer Investment Management first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.