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

Gould Asset 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	$884K	Sell	8,210 -175	-2%	-$18.7K	0.14%	85
2026 Q1	$890K	Buy	8,385 +275	+3%	+$29.6K	0.15%	78
2025 Q4	$869K	Buy	8,110 +350	+5%	+$37.5K	0.15%	78
2025 Q3	$826K	Buy	7,760 +690	+10%	+$72.2K	0.15%	78
2025 Q2	$739K	Sell	7,070 -1,590	-18%	-$165K	0.14%	81
2025 Q1	$913K	Buy	8,660 +300	+4%	+$31.9K	0.19%	63
2024 Q4	$891K	Buy	8,360 +1,325	+19%	+$142K	0.19%	66
2024 Q3	$764K	Buy	7,035 +575	+9%	+$62K	0.16%	74
2024 Q2	$688K	Buy	6,460 +280	+5%	+$29.8K	0.16%	76
2024 Q1	$665K	Buy	6,180 +1,505	+32%	+$162K	0.16%	76
2023 Q4	$507K	Buy	4,675 +80	+2%	+$8.36K	0.13%	82
2023 Q3	$471K	Buy	4,595 +915	+25%	+$96.5K	0.13%	82
2023 Q2	$393K	Sell	3,680 -150	-4%	-$16K	0.11%	94
2023 Q1	$413K	Sell	3,830 -710	-16%	-$75.9K	0.12%	91
2022 Q4	$479K	Buy	4,540 +2,415	+114%	+$252K	0.14%	84
2022 Q3	$218K	Buy	+2,125	New	+$226K	0.07%	118

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

Gould Asset Management's MUB Position: Q2 2026 in Review

Gould Asset Management reduced its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q2 2026, selling an estimated $18.7K and leaving 8,210 shares worth $884K. The position accounts for 0.14% of the portfolio, ranked #85.

Gould Asset Management first reported a position in MUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $913K in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Gould Asset Management held 8,210 shares of iShares National Muni Bond ETF worth $884K as of Q2 2026.
Gould Asset Management sold 175 iShares National Muni Bond ETF shares in Q2 2026, an estimated $18.7K.
iShares National Muni Bond ETF made up 0.14% of Gould Asset Management's portfolio in Q2 2026, its #85 holding.
Gould Asset Management first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
Gould Asset Management's iShares National Muni Bond ETF position peaked at $913K in Q1 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.