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Granite Harbor Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Granite Harbor Advisors’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 		$9.73M Buy
90,444
+24,385
+37% +$2.61M 3.85% 7
2026
Q1 		$7.01M Buy
66,059
+11,369
+21% +$1.22M 3.06% 8
2025
Q4 		$5.86M Sell
54,690
-38,818
-42% -$4.16M 2.47% 13
2025
Q3 		$9.96M Sell
93,508
-85
-0.1% -$8.89K 4.19% 5
2025
Q2 		$9.78M Buy
93,593
+8,596
+10% +$894K 4.59% 5
2025
Q1 		$8.96M Buy
84,997
+6,888
+9% +$733K 4.76% 5
2024
Q4 		$8.32M Buy
78,109
+10,141
+15% +$1.09M 4.6% 5
2024
Q3 		$7.38M Buy
67,968
+9,672
+17% +$1.04M 4.27% 5
2024
Q2 		$6.21M Buy
58,296
+6,542
+13% +$697K 3.94% 5
2024
Q1 		$5.57M Buy
51,754
+1,324
+3% +$143K 3.8% 6
2023
Q4 		$5.47M Sell
50,430
-1,749
-3% -$183K 4.11% 6
2023
Q3 		$5.35M Buy
52,179
+1,190
+2% +$126K 4.3% 6
2023
Q2 		$5.44M Buy
50,989
+2,140
+4% +$229K 4.23% 6
2023
Q1 		$5.26M Buy
48,849
+1,111
+2% +$119K 4.8% 5
2022
Q4 		$5.04M Buy
+47,738
New +$4.98M 5.13% 5

Other funds holding MUB

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
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
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Granite Harbor Advisors's MUB Position: Q2 2026 in Review

Granite Harbor Advisors increased its iShares National Muni Bond ETF (MUB) stake by 37% in Q2 2026, buying an estimated $2.61M and bringing the position to 90,444 shares worth $9.73M. The position accounts for 3.85% of the portfolio, ranked #7.

Granite Harbor Advisors first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.96M in Q3 2025. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Granite Harbor Advisors held 90,444 shares of iShares National Muni Bond ETF worth $9.73M as of Q2 2026.
  • Granite Harbor Advisors bought 24,385 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.61M.
  • iShares National Muni Bond ETF made up 3.85% of Granite Harbor Advisors's portfolio in Q2 2026, its #7 holding.
  • Granite Harbor Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Granite Harbor Advisors's iShares National Muni Bond ETF position peaked at $9.96M in Q3 2025.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.