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IEQ Capital’s iShares National Muni Bond ETF MUB Stock Holding History

IEQ Capital’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 		$5.74M Buy
53,377
+3,796
+8% +$406K 0.03% 469
2026
Q1 		$5.26M Buy
49,581
+26,135
+111% +$2.81M 0.02% 495
2025
Q4 		$2.51M Buy
23,446
+24
+0.1% +$2.57K 0.01% 720
2025
Q3 		$2.49M Sell
23,422
-6,437
-22% -$674K 0.01% 689
2025
Q2 		$3.12M Buy
29,859
+9,995
+50% +$1.04M 0.02% 546
2025
Q1 		$2.09M Buy
19,864
+16,886
+567% +$1.8M 0.02% 576
2024
Q4 		$317K Sell
2,978
-1,542
-34% -$166K ﹤0.01% 1003
2024
Q3 		$491K Buy
4,520
+1,280
+40% +$138K 0.01% 756
2024
Q2 		$345K Buy
3,240
+894
+38% +$95.2K ﹤0.01% 761
2024
Q1 		$252K Buy
+2,346
New +$253K ﹤0.01% 811
2022
Q4 		– Sell
-5,185
Closed -$532K – 870
2022
Q3 		$532K Buy
+5,185
New +$551K 0.01% 511
2020
Q1 		– Sell
-1,859
Closed -$212K – 408
2019
Q4 		$212K Buy
+1,859
New +$212K 0.02% 377

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

IEQ Capital's MUB Position: Q2 2026 in Review

IEQ Capital increased its iShares National Muni Bond ETF (MUB) stake by 7.7% in Q2 2026, buying an estimated $406K and bringing the position to 53,377 shares worth $5.74M. The position accounts for 0.03% of the portfolio, ranked #469.

IEQ Capital first reported a position in MUB in Q4 2019 and has held it in 12 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • IEQ Capital held 53,377 shares of iShares National Muni Bond ETF worth $5.74M as of Q2 2026.
  • IEQ Capital bought 3,796 iShares National Muni Bond ETF shares in Q2 2026, an estimated $406K.
  • iShares National Muni Bond ETF made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #469 holding.
  • IEQ Capital first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 12 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.