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Harbour Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Harbour Investment Management’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 		$578K Hold
5,370
– – 0.3% 75
2026
Q1 		$570K Hold
5,370
– – 0.31% 74
2025
Q4 		$575K Sell
5,370
-922
-15% -$98.7K 0.31% 69
2025
Q3 		$670K Buy
6,292
+1,342
+27% +$140K 0.29% 68
2025
Q2 		$517K Hold
4,950
– – 0.22% 69
2025
Q1 		$522K Hold
4,950
– – 0.24% 69
2024
Q4 		$527K Hold
4,950
– – 0.23% 71
2024
Q3 		$538K Hold
4,950
– – 0.24% 65
2024
Q2 		$527K Hold
4,950
– – 0.24% 65
2024
Q1 		$533K Buy
+4,950
New +$534K 0.25% 65

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
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Harbour Investment Management's MUB Position: Q2 2026 in Review

Harbour Investment Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 5,370 shares worth $578K. The position accounts for 0.3% of the portfolio, ranked #75.

Harbour Investment Management first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $670K in Q3 2025. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Harbour Investment Management held 5,370 shares of iShares National Muni Bond ETF worth $578K as of Q2 2026.
  • Harbour Investment Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.3% of Harbour Investment Management's portfolio in Q2 2026, its #75 holding.
  • Harbour Investment Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Harbour Investment Management's iShares National Muni Bond ETF position peaked at $670K in Q3 2025.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.