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Integrated Investment Consultants’s iShares National Muni Bond ETF MUB Stock Holding History

Integrated Investment Consultants’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 		$507K Buy
4,713
+95
+2% +$10.2K 0.1% 141
2026
Q1 		$490K Buy
4,618
+51
+1% +$5.48K 0.1% 127
2025
Q4 		$489K Buy
4,567
+94
+2% +$10.1K 0.1% 139
2025
Q3 		$476K Buy
4,473
+93
+2% +$9.73K 0.08% 152
2025
Q2 		$458K Buy
4,380
+220
+5% +$22.9K 0.09% 149
2025
Q1 		$439K Hold
4,160
– – 0.09% 175
2024
Q4 		$443K Hold
4,160
– – 0.09% 171
2024
Q3 		$452K Sell
4,160
-331
-7% -$35.7K 0.1% 157
2024
Q2 		$483K Hold
4,491
– – 0.13% 127
2024
Q1 		$483K Hold
4,491
– – 0.13% 127
2023
Q4 		$487K Buy
+4,491
New +$469K 0.15% 124

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 22.9% 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

Integrated Investment Consultants's MUB Position: Q2 2026 in Review

Integrated Investment Consultants increased its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 4,713 shares worth $507K. The position accounts for 0.1% of the portfolio, ranked #141.

Integrated Investment Consultants first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Integrated Investment Consultants held 4,713 shares of iShares National Muni Bond ETF worth $507K as of Q2 2026.
  • Integrated Investment Consultants bought 95 iShares National Muni Bond ETF shares in Q2 2026, an estimated $10.2K.
  • iShares National Muni Bond ETF made up 0.1% of Integrated Investment Consultants's portfolio in Q2 2026, its #141 holding.
  • Integrated Investment Consultants first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.