Harper Investing
MUB icon

Harper Investing’s iShares National Muni Bond ETF MUB Stock Holding History

Harper Investing’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
Q3 		$14.9M Sell
147,259
-27,624
-16% -$2.9M 4.61% 3
2026
Q2 		$18.8M Buy
174,883
+18,659
+12% +$2M 6.35% 3
2026
Q1 		$16.6M Buy
156,224
+3,913
+3% +$421K 7.24% 3
2025
Q4 		$16.3M Buy
152,311
+21,194
+16% +$2.27M 7.02% 3
2025
Q3 		$14M Buy
131,117
+21,877
+20% +$2.29M 6.65% 3
2025
Q2 		$11.4M Sell
109,240
-97,491
-47% -$10.1M 6.38% 3
2025
Q1 		$21.8M Buy
206,731
+14,212
+7% +$1.51M 14.45% 1
2024
Q4 		$20.5M Buy
192,519
+5,952
+3% +$639K 15.13% 2
2024
Q3 		$20.3M Buy
186,567
+32,512
+21% +$3.5M 13.29% 2
2024
Q2 		$16.4M Buy
154,055
+119,362
+344% +$12.7M 16.15% 1
2024
Q1 		$3.73M Buy
34,693
+29,939
+630% +$3.23M 4.39% 3
2023
Q4 		$515K Sell
4,754
-1,155
-20% -$121K 0.55% 8
2023
Q3 		$606K Sell
5,909
-797
-12% -$84.1K 0.69% 6
2023
Q2 		$716K Sell
6,706
-18,102
-73% -$1.93M 0.83% 4
2023
Q1 		$2.67M Sell
24,808
-46,870
-65% -$5.01M 3.32% 2
2022
Q4 		$7.56M Sell
71,678
-92,510
-56% -$9.6M 9.34% 2
2022
Q3 		$16.9M Sell
164,188
-10,702
-6% -$1.14M 17.27% 1
2022
Q2 		$18.6M Buy
174,890
+9,048
+5% +$966K 18.9% 1
2022
Q1 		$18.2M Buy
+165,842
New +$18.7M 16.86% 1

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Harper Investing's MUB Position: Q3 2026 in Review

Harper Investing reduced its iShares National Muni Bond ETF (MUB) stake by 16% in Q3 2026, selling an estimated $2.9M and leaving 147,259 shares worth $14.9M. The position accounts for 4.61% of the portfolio, ranked #3.

Harper Investing first reported a position in MUB in Q1 2022 and has held it in 19 quarters since. The position peaked at $21.8M in Q1 2025. 611 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Harper Investing held 147,259 shares of iShares National Muni Bond ETF worth $14.9M as of Q3 2026.
  • Harper Investing sold 27,624 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.9M.
  • iShares National Muni Bond ETF made up 4.61% of Harper Investing's portfolio in Q3 2026, its #3 holding.
  • Harper Investing first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Harper Investing's iShares National Muni Bond ETF position peaked at $21.8M in Q1 2025.
  • 611 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.