Greenleaf Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Greenleaf Trust’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	$4.12M	Sell	38,257 -891	-2%	-$95.3K	0.04%	128
2026 Q1	$4.16M	Sell	39,148 -1,675	-4%	-$180K	0.04%	115
2025 Q4	$4.37M	Sell	40,823 -2,110	-5%	-$226K	0.04%	110
2025 Q3	$4.57M	Sell	42,933 -533	-1%	-$55.8K	0.04%	106
2025 Q2	$4.54M	Sell	43,466 -5,196	-11%	-$540K	0.04%	113
2025 Q1	$5.13M	Buy	48,662 +1,599	+3%	+$170K	0.05%	104
2024 Q4	$5.01M	Buy	+47,063	New	+$5.06M	0.05%	105

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

Greenleaf Trust's MUB Position: Q2 2026 in Review

Greenleaf Trust reduced its iShares National Muni Bond ETF (MUB) stake by 2.3% in Q2 2026, selling an estimated $95.3K and leaving 38,257 shares worth $4.12M. The position accounts for 0.04% of the portfolio, ranked #128.

Greenleaf Trust first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.13M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Greenleaf Trust held 38,257 shares of iShares National Muni Bond ETF worth $4.12M as of Q2 2026.
Greenleaf Trust sold 891 iShares National Muni Bond ETF shares in Q2 2026, an estimated $95.3K.
iShares National Muni Bond ETF made up 0.04% of Greenleaf Trust's portfolio in Q2 2026, its #128 holding.
Greenleaf Trust first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Greenleaf Trust's iShares National Muni Bond ETF position peaked at $5.13M in Q1 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.