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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
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% -$9.64M 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

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
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

Harper Investing's MUB Position: Q2 2026 in Review

Harper Investing increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, buying an estimated $2M and bringing the position to 174,883 shares worth $18.8M. The position accounts for 6.35% of the portfolio, ranked #3.

Harper Investing first reported a position in MUB in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.8M in Q1 2025. 682 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Harper Investing held 174,883 shares of iShares National Muni Bond ETF worth $18.8M as of Q2 2026.
  • Harper Investing bought 18,659 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2M.
  • iShares National Muni Bond ETF made up 6.35% of Harper Investing's portfolio in Q2 2026, its #3 holding.
  • Harper Investing first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Harper Investing's iShares National Muni Bond ETF position peaked at $21.8M in Q1 2025.
  • 682 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.