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

Greenspring 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 		$5.41M Sell
50,266
-33
-0.1% -$3.53K 0.3% 45
2026
Q1 		$5.34M Buy
50,299
+1,697
+3% +$182K 0.33% 42
2025
Q4 		$5.21M Buy
48,602
+29,609
+156% +$3.17M 0.32% 42
2025
Q3 		$2.02M Buy
+18,993
New +$1.99M 0.36% 19
2025
Q1 		$1.38M Sell
13,097
-2,626
-17% -$279K 0.33% 26
2024
Q4 		$1.68M Sell
15,723
-2,527
-14% -$271K 0.37% 21
2024
Q3 		$1.98M Sell
18,250
-740
-4% -$79.7K 0.43% 16
2024
Q2 		$2.02M Sell
18,990
-1,015
-5% -$108K 0.49% 13
2024
Q1 		$2.15M Hold
20,005
– – 0.54% 12
2023
Q4 		$2.17M Buy
20,005
+3,783
+23% +$395K 0.6% 14
2023
Q3 		$1.66M Hold
16,222
– – 0.53% 16
2023
Q2 		$1.73M Sell
16,222
-26,064
-62% -$2.79M 0.53% 15
2023
Q1 		$4.56M Buy
42,286
+564
+1% +$60.3K 0.99% 12
2022
Q4 		$4.4M Buy
41,722
+20,724
+99% +$2.16M 1.17% 13
2022
Q3 		$2.15M Buy
20,998
+4,249
+25% +$452K 0.66% 16
2022
Q2 		$1.78M Buy
16,749
+11,494
+219% +$1.23M 0.52% 19
2022
Q1 		$576K Buy
5,255
+97
+2% +$10.9K 0.15% 54
2021
Q4 		$600K Buy
+5,158
New +$599K 0.15% 53

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

Greenspring Advisors's MUB Position: Q2 2026 in Review

Greenspring Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.07% in Q2 2026, selling an estimated $3.53K and leaving 50,266 shares worth $5.41M. The position accounts for 0.3% of the portfolio, ranked #45.

Greenspring Advisors first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. 1,644 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Greenspring Advisors held 50,266 shares of iShares National Muni Bond ETF worth $5.41M as of Q2 2026.
  • Greenspring Advisors sold 33 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.53K.
  • iShares National Muni Bond ETF made up 0.3% of Greenspring Advisors's portfolio in Q2 2026, its #45 holding.
  • Greenspring Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,644 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.