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Gray Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Gray Private Wealth’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 		$689K Hold
6,403
– – 0.3% 22
2026
Q1 		$680K Sell
6,403
-929
-13% -$99.9K 0.34% 21
2025
Q4 		$785K Hold
7,332
– – 0.38% 18
2025
Q3 		$781K Sell
7,332
-4,552
-38% -$476K 0.39% 18
2025
Q2 		$1.24M Buy
11,884
+2,031
+21% +$211K 0.67% 16
2025
Q1 		$1.04M Buy
9,853
+867
+10% +$92.2K 0.63% 15
2024
Q4 		$957K Buy
8,986
+9
+0.1% +$967 0.57% 17
2024
Q3 		$975K Buy
8,977
+7
+0.1% +$754 0.58% 16
2024
Q2 		$956K Sell
8,970
-2,239
-20% -$238K 0.61% 16
2024
Q1 		$1.21M Buy
+11,209
New +$1.21M 0.79% 15

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Gray Private Wealth's MUB Position: Q2 2026 in Review

Gray Private Wealth held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 6,403 shares worth $689K. The position accounts for 0.3% of the portfolio, ranked #22.

Gray Private Wealth first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q2 2025. 1,634 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Gray Private Wealth held 6,403 shares of iShares National Muni Bond ETF worth $689K as of Q2 2026.
  • Gray Private Wealth left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.3% of Gray Private Wealth's portfolio in Q2 2026, its #22 holding.
  • Gray Private Wealth first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Gray Private Wealth's iShares National Muni Bond ETF position peaked at $1.24M in Q2 2025.
  • 1,634 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.