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MUB icon

IMPACTfolio’s iShares National Muni Bond ETF MUB Stock Holding History

IMPACTfolio’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 		$7.46M Buy
69,350
+1,948
+3% +$208K 2.81% 7
2026
Q1 		$7.15M Sell
67,402
-13,054
-16% -$1.4M 3.04% 7
2025
Q4 		$8.62M Buy
80,456
+4,975
+7% +$533K 3.62% 7
2025
Q3 		$8.04M Buy
75,481
+7,416
+11% +$776K 3.47% 7
2025
Q2 		$7.11M Sell
68,065
-2,590
-4% -$269K 3.37% 7
2025
Q1 		$7.45M Buy
70,655
+10,847
+18% +$1.15M 3.92% 7
2024
Q4 		$6.37M Buy
59,808
+7,722
+15% +$830K 3.31% 7
2024
Q3 		$5.66M Buy
52,086
+4,661
+10% +$502K 2.92% 7
2024
Q2 		$5.05M Buy
47,425
+770
+2% +$82K 2.83% 7
2024
Q1 		$5.02M Buy
+46,655
New +$5.03M 3.03% 7
2022
Q4 		– Sell
-9,384
Closed -$963K – 48
2022
Q3 		$963K Buy
9,384
+6,910
+279% +$735K 0.94% 15
2022
Q2 		$263K Sell
2,474
-55,725
-96% -$5.95M 0.25% 31
2022
Q1 		$6.38M Buy
58,199
+55,235
+1,864% +$6.23M 4.75% 9
2021
Q4 		$345K Buy
+2,964
New +$344K 0.3% 30

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

IMPACTfolio's MUB Position: Q2 2026 in Review

IMPACTfolio increased its iShares National Muni Bond ETF (MUB) stake by 2.9% in Q2 2026, buying an estimated $208K and bringing the position to 69,350 shares worth $7.46M. The position accounts for 2.81% of the portfolio, ranked #7.

IMPACTfolio first reported a position in MUB in Q4 2021 and has held it in 14 quarters since. The position peaked at $8.62M in Q4 2025. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • IMPACTfolio held 69,350 shares of iShares National Muni Bond ETF worth $7.46M as of Q2 2026.
  • IMPACTfolio bought 1,948 iShares National Muni Bond ETF shares in Q2 2026, an estimated $208K.
  • iShares National Muni Bond ETF made up 2.81% of IMPACTfolio's portfolio in Q2 2026, its #7 holding.
  • IMPACTfolio first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • IMPACTfolio's iShares National Muni Bond ETF position peaked at $8.62M in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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