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

Harbour Investments’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
Q1 		$2.68M Buy
25,249
+14,402
+133% +$1.55M 0.04% 413
2025
Q4 		$1.16M Sell
10,847
-301
-3% -$32.2K 0.02% 555
2025
Q3 		$1.19M Sell
11,148
-5,245
-32% -$549K 0.03% 503
2025
Q2 		$1.71M Sell
16,393
-695
-4% -$72.3K 0.04% 368
2025
Q1 		$1.8M Sell
17,088
-4,776
-22% -$508K 0.05% 324
2024
Q4 		$2.33M Buy
21,864
+438
+2% +$47.1K 0.07% 252
2024
Q3 		$2.33M Buy
21,426
+2,657
+14% +$286K 0.07% 238
2024
Q2 		$2M Sell
18,769
-1,451
-7% -$155K 0.07% 253
2024
Q1 		$2.18M Buy
20,220
+11,086
+121% +$1.2M 0.08% 239
2023
Q4 		$990K Buy
9,134
+785
+9% +$82K 0.04% 362
2023
Q3 		$856K Sell
8,349
-274
-3% -$28.9K 0.04% 357
2023
Q2 		$920K Buy
8,623
+455
+6% +$48.6K 0.05% 357
2023
Q1 		$880K Sell
8,168
-1,540
-16% -$165K 0.05% 346
2022
Q4 		$1.02M Buy
9,708
+93
+1% +$9.69K 0.06% 296
2022
Q3 		$1.02M Hold
9,615
– – 0.07% 280
2022
Q2 		$1.02M Buy
+9,615
New +$1.03M 0.07% 280
2021
Q4 		$1.93M Sell
16,613
-820
-5% -$95.2K 0.12% 179
2021
Q3 		$2.02M Buy
17,433
+1,486
+9% +$174K 0.06% 281
2021
Q2 		$1.87M Buy
15,947
+1,778
+13% +$208K 0.06% 297
2021
Q1 		$1.64M Buy
+14,169
New +$1.65M 0.06% 293

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbour Investments's MUB Position: Q1 2026 in Review

Harbour Investments increased its iShares National Muni Bond ETF (MUB) stake by 133% in Q1 2026, buying an estimated $1.55M and bringing the position to 25,249 shares worth $2.68M. The position accounts for 0.04% of the portfolio, ranked #413.

Harbour Investments first reported a position in MUB in Q1 2021 and has held it in 20 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Harbour Investments held 25,249 shares of iShares National Muni Bond ETF worth $2.68M as of Q1 2026.
  • Harbour Investments bought 14,402 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.55M.
  • iShares National Muni Bond ETF made up 0.04% of Harbour Investments's portfolio in Q1 2026, its #413 holding.
  • Harbour Investments first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.