Harbor Investment Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Harbor Investment Advisory’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	$54.9K	Hold	510	–	–	﹤0.01%	731
2026 Q1	$54.1K	Buy	510 +28	+6%	+$3.01K	﹤0.01%	610
2025 Q4	$51.6K	Hold	482	–	–	﹤0.01%	655
2025 Q3	$51.3K	Hold	482	–	–	﹤0.01%	633
2025 Q2	$50.4K	Hold	482	–	–	﹤0.01%	636
2025 Q1	$50.8K	Hold	482	–	–	﹤0.01%	608
2024 Q4	$51.4K	Sell	482 -281	-37%	-$30.2K	﹤0.01%	597
2024 Q3	$82.9K	Buy	763 +38	+5%	+$4.09K	0.01%	497
2024 Q2	$77.2K	Buy	725 +128	+21%	+$13.6K	0.01%	501
2024 Q1	$64.2K	Buy	597 +235	+65%	+$25.4K	0.01%	533
2023 Q4	$39.2K	Sell	362 -95	-21%	-$9.93K	﹤0.01%	605
2023 Q3	$46.9K	Hold	457	–	–	0.01%	556
2023 Q2	$48.8K	Buy	457 +166	+57%	+$17.7K	0.01%	722
2023 Q1	$31.4K	Hold	291	–	–	﹤0.01%	815
2022 Q4	$30.7K	Hold	291	–	–	﹤0.01%	806
2022 Q3	$30K	Sell	291 -49	-14%	-$5.21K	﹤0.01%	817
2022 Q2	$36K	Hold	340	–	–	0.01%	783
2022 Q1	$37K	Sell	340 -5	-1%	-$564	﹤0.01%	813
2021 Q4	$40K	Hold	345	–	–	0.01%	800
2021 Q3	$40K	Hold	345	–	–	0.01%	795
2021 Q2	$40K	Sell	345 -5	-1%	-$584	0.01%	756
2021 Q1	$41K	Buy	350 +42	+14%	+$4.9K	0.01%	727
2020 Q4	$36K	Hold	308	–	–	0.01%	712
2020 Q3	$36K	Buy	308 +5	+2%	+$581	0.01%	591
2020 Q2	$35K	Sell	303 -12	-4%	-$1.36K	0.01%	510
2020 Q1	$36K	Sell	315 -3,875	-92%	-$442K	0.01%	462
2019 Q4	$477K	Buy	+4,190	New	+$477K	0.11%	155

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Harbor Investment Advisory's MUB Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 510 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Harbor Investment Advisory first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $477K in Q4 2019. 713 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Harbor Investment Advisory held 510 shares of iShares National Muni Bond ETF worth $54.9K as of Q2 2026.
Harbor Investment Advisory left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #731 holding.
Harbor Investment Advisory first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's iShares National Muni Bond ETF position peaked at $477K in Q4 2019.
713 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.