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

Harbour Trust & 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 		$224K Hold
2,086
– – 0.02% 153
2026
Q1 		$221K Sell
2,086
-140
-6% -$15.1K 0.02% 145
2025
Q4 		$238K Buy
2,226
+50
+2% +$5.35K 0.02% 141
2025
Q3 		$232K Hold
2,176
– – 0.02% 144
2025
Q2 		$227K Buy
2,176
+150
+7% +$15.6K 0.03% 147
2025
Q1 		$214K Sell
2,026
-576
-22% -$61.3K 0.03% 147
2024
Q4 		$277K Buy
+2,602
New +$280K 0.03% 137

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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
Truist Financial
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

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

Harbour Trust & Investment Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,086 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #153.

Harbour Trust & Investment Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $277K in Q4 2024. 853 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Harbour Trust & Investment Management held 2,086 shares of iShares National Muni Bond ETF worth $224K as of Q2 2026.
  • Harbour Trust & Investment Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.02% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #153 holding.
  • Harbour Trust & Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Harbour Trust & Investment Management's iShares National Muni Bond ETF position peaked at $277K in Q4 2024.
  • 853 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.