HM Payson & Co’s iShares National Muni Bond ETF MUB Stock Holding History

HM Payson & Co’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	–	Sell	-4,312	Closed	-$458K	–	1167
2026 Q1	$458K	Hold	4,312	–	–	0.01%	309
2025 Q4	$462K	Hold	4,312	–	–	0.01%	301
2025 Q3	$459K	Hold	4,312	–	–	0.01%	300
2025 Q2	$451K	Hold	4,312	–	–	0.01%	294
2025 Q1	$455K	Buy	4,312 +1,188	+38%	+$126K	0.01%	294
2024 Q4	$333K	Hold	3,124	–	–	0.01%	338
2024 Q3	$339K	Buy	3,124 +3,113	+28,300%	+$335K	0.01%	336
2024 Q2	$1.17K	Buy	+11	New	+$1.17K	﹤0.01%	946
2022 Q1	–	Sell	-4,223	Closed	-$491K	–	1109
2021 Q4	$491K	Buy	+4,223	New	+$490K	0.01%	279
2021 Q1	–	Sell	-7,170	Closed	-$840K	–	1164
2020 Q4	$840K	Buy	7,170 +5,408	+307%	+$628K	0.02%	224
2020 Q3	$204K	Hold	1,762	–	–	0.01%	352
2020 Q2	$203K	Hold	1,762	–	–	0.01%	339
2020 Q1	$199K	Sell	1,762 -488	-22%	-$55.7K	0.01%	320
2019 Q4	$256K	Hold	2,250	–	–	0.01%	349
2019 Q3	$257K	Hold	2,250	–	–	0.01%	345
2019 Q2	$254K	Buy	+2,250	New	+$252K	0.01%	359
2018 Q1	–	Sell	-2,054	Closed	-$227K	–	351
2017 Q4	$227K	Buy	+2,054	New	+$227K	0.01%	324

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HM Payson & Co's MUB Position: Q2 2026 in Review

HM Payson & Co sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 4,312 shares — an estimated $458K sold.

HM Payson & Co first reported a position in MUB in Q4 2017 and held it in 17 quarters. The position peaked at $840K in Q4 2020. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

HM Payson & Co reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
HM Payson & Co sold 4,312 iShares National Muni Bond ETF shares in Q2 2026, an estimated $458K.
HM Payson & Co first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 17 quarters.
HM Payson & Co's iShares National Muni Bond ETF position peaked at $840K in Q4 2020.
1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.