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Grimes & Company’s iShares National Muni Bond ETF MUB Stock Holding History

Grimes & Company’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 		$383K Buy
3,561
+26
+0.7% +$2.78K 0.01% 344
2026
Q1 		$375K Buy
3,535
+18
+0.5% +$1.94K 0.01% 332
2025
Q4 		$377K Buy
3,517
+140
+4% +$15K 0.01% 343
2025
Q3 		$360K Buy
3,377
+24
+0.7% +$2.51K 0.01% 352
2025
Q2 		$350K Buy
3,353
+517
+18% +$53.8K 0.01% 316
2025
Q1 		$299K Sell
2,836
-10,436
-79% -$1.11M 0.01% 294
2024
Q4 		$1.41M Buy
13,272
+8,401
+172% +$903K 0.04% 171
2024
Q3 		$529K Buy
4,871
+2,701
+124% +$291K 0.01% 230
2024
Q2 		$231K Buy
+2,170
New +$231K 0.01% 311
2024
Q1 		– Sell
-2,338
Closed -$253K – 353
2023
Q4 		$253K Buy
+2,338
New +$244K 0.01% 273
2021
Q1 		– Sell
-466,115
Closed -$54.6M – 287
2020
Q4 		$54.6M Buy
466,115
+9,350
+2% +$1.09M 2.84% 10
2020
Q3 		$53M Buy
456,765
+34,299
+8% +$3.99M 3.39% 7
2020
Q2 		$48.8M Buy
422,466
+17,702
+4% +$2.01M 3.39% 8
2020
Q1 		$45.7M Buy
+404,764
New +$46.2M 4.17% 4
2019
Q2 		– Sell
-1,952
Closed -$217K – 257
2019
Q1 		$217K Sell
1,952
-343
-15% -$37.6K 0.02% 229
2018
Q4 		$250K Sell
2,295
-2,028
-47% -$218K 0.02% 201
2018
Q3 		$467K Hold
4,323
– – 0.04% 163
2018
Q2 		$471K Hold
4,323
– – 0.04% 163
2018
Q1 		$471K Buy
4,323
+1,196
+38% +$130K 0.05% 160
2017
Q4 		$346K Buy
3,127
+362
+13% +$40.1K 0.03% 167
2017
Q3 		$307K Sell
2,765
-675
-20% -$74.9K 0.03% 162
2017
Q2 		$379K Hold
3,440
– – 0.04% 152
2017
Q1 		$375K Hold
3,440
– – 0.04% 154
2016
Q4 		$372K Hold
3,440
– – 0.04% 153
2016
Q3 		$388K Buy
3,440
+397
+13% +$45K 0.05% 145
2016
Q2 		$347K Buy
+3,043
New +$342K 0.05% 153

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

Grimes & Company's MUB Position: Q2 2026 in Review

Grimes & Company increased its iShares National Muni Bond ETF (MUB) stake by 0.74% in Q2 2026, buying an estimated $2.78K and bringing the position to 3,561 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #344.

Grimes & Company first reported a position in MUB in Q2 2016 and has held it in 26 quarters since. The position peaked at $54.6M in Q4 2020. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Grimes & Company held 3,561 shares of iShares National Muni Bond ETF worth $383K as of Q2 2026.
  • Grimes & Company bought 26 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.78K.
  • iShares National Muni Bond ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #344 holding.
  • Grimes & Company first reported a position in iShares National Muni Bond ETF in Q2 2016 and has held it in 26 quarters since.
  • Grimes & Company's iShares National Muni Bond ETF position peaked at $54.6M in Q4 2020.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.