I
MUB icon

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

INVST’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 		$651K Buy
6,047
+67
+1% +$7.17K 0.06% 232
2026
Q1 		$635K Sell
5,980
-1,346
-18% -$145K 0.07% 233
2025
Q4 		$785K Buy
7,326
+842
+13% +$90.1K 0.09% 189
2025
Q3 		$690K Buy
6,484
+638
+11% +$66.8K 0.08% 212
2025
Q2 		$611K Buy
5,846
+956
+20% +$99.4K 0.08% 219
2025
Q1 		$516K Sell
4,890
-6,177
-56% -$657K 0.07% 215
2024
Q4 		$1.18M Buy
11,067
+871
+9% +$93.6K 0.14% 96
2024
Q3 		$1.11M Buy
10,196
+1,793
+21% +$193K 0.13% 92
2024
Q2 		$892K Buy
8,403
+1,139
+16% +$121K 0.1% 110
2024
Q1 		$777K Buy
7,264
+2,300
+46% +$248K 0.09% 128
2023
Q4 		$535K Buy
4,964
+1,380
+39% +$144K 0.07% 140
2023
Q3 		$368K Buy
+3,584
New +$378K 0.05% 157

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

INVST's MUB Position: Q2 2026 in Review

INVST increased its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q2 2026, buying an estimated $7.17K and bringing the position to 6,047 shares worth $651K. The position accounts for 0.06% of the portfolio, ranked #232.

INVST first reported a position in MUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • INVST held 6,047 shares of iShares National Muni Bond ETF worth $651K as of Q2 2026.
  • INVST bought 67 iShares National Muni Bond ETF shares in Q2 2026, an estimated $7.17K.
  • iShares National Muni Bond ETF made up 0.06% of INVST's portfolio in Q2 2026, its #232 holding.
  • INVST first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • INVST's iShares National Muni Bond ETF position peaked at $1.18M in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.