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Graver Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Graver Capital 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 		$2.91M Buy
27,048
+83
+0.3% +$8.88K 2.07% 9
2026
Q1 		$2.86M Buy
26,965
+1,071
+4% +$115K 2.17% 9
2025
Q4 		$2.77M Sell
25,894
-3,461
-12% -$371K 2.19% 9
2025
Q3 		$3.13M Buy
29,355
+569
+2% +$59.5K 2.63% 9
2025
Q2 		$3.01M Buy
28,786
+900
+3% +$93.6K 2.66% 9
2025
Q1 		$2.94M Buy
27,886
+2,347
+9% +$250K 3% 9
2024
Q4 		$2.72M Buy
+25,539
New +$2.74M 2.84% 9

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
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
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Graver Capital Management's MUB Position: Q2 2026 in Review

Graver Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 0.31% in Q2 2026, buying an estimated $8.88K and bringing the position to 27,048 shares worth $2.91M. The position accounts for 2.07% of the portfolio, ranked #9.

Graver Capital Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q3 2025. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Graver Capital Management held 27,048 shares of iShares National Muni Bond ETF worth $2.91M as of Q2 2026.
  • Graver Capital Management bought 83 iShares National Muni Bond ETF shares in Q2 2026, an estimated $8.88K.
  • iShares National Muni Bond ETF made up 2.07% of Graver Capital Management's portfolio in Q2 2026, its #9 holding.
  • Graver Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Graver Capital Management's iShares National Muni Bond ETF position peaked at $3.13M in Q3 2025.
  • 1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.