Joel Isaacson & Co’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.93M | Buy |
64,375
+4,206
| +7% | +$450K | 0.2% | 55 |
|
|
2026
Q1 | $6.39M | Buy |
60,169
+13,080
| +28% | +$1.41M | 0.21% | 54 |
|
|
2025
Q4 | $5.04M | Buy |
47,089
+4,249
| +10% | +$455K | 0.17% | 64 |
|
|
2025
Q3 | $4.56M | Buy |
42,840
+238
| +0.6% | +$24.9K | 0.16% | 64 |
|
|
2025
Q2 | $4.45M | Buy |
42,602
+125
| +0.3% | +$13K | 0.18% | 58 |
|
|
2025
Q1 | $4.48M | Buy |
42,477
+3,901
| +10% | +$415K | 0.2% | 53 |
|
|
2024
Q4 | $4.11M | Buy |
38,576
+4,892
| +15% | +$526K | 0.19% | 54 |
|
|
2024
Q3 | $3.66M | Sell |
33,684
-657
| -2% | -$70.8K | 0.17% | 58 |
|
|
2024
Q2 | $3.66M | Buy |
34,341
+249
| +0.7% | +$26.5K | 0.19% | 52 |
|
|
2024
Q1 | $3.67M | Buy |
34,092
+14,522
| +74% | +$1.57M | 0.2% | 52 |
|
|
2023
Q4 | $2.12M | Buy |
19,570
+178
| +0.9% | +$18.6K | 0.13% | 75 |
|
|
2023
Q3 | $1.99M | Buy |
19,392
+123
| +0.6% | +$13K | 0.14% | 71 |
|
|
2023
Q2 | $2.06M | Buy |
19,269
+118
| +0.6% | +$12.6K | 0.14% | 72 |
|
|
2023
Q1 | $2.06M | Buy |
19,151
+79
| +0.4% | +$8.44K | 0.15% | 69 |
|
|
2022
Q4 | $2.01M | Buy |
+19,072
| New | +$1.99M | 0.15% | 69 |
|
|
2021
Q4 | – | Sell |
-1,935
| Closed | -$225K | – | 315 |
|
|
2021
Q3 | $225K | Buy |
+1,935
| New | +$227K | 0.02% | 286 |
|
|
2018
Q1 | – | Sell |
-2,350
| Closed | -$260K | – | 199 |
|
|
2017
Q4 | $260K | Buy |
+2,350
| New | +$260K | 0.05% | 164 |
|
|
2017
Q1 | – | Sell |
-600
| Closed | -$65K | – | 396 |
|
|
2016
Q4 | $65K | Hold |
600
| – | – | 0.01% | 269 |
|
|
2016
Q3 | $68K | Hold |
600
| – | – | 0.01% | 282 |
|
|
2016
Q2 | $68K | Hold |
600
| – | – | 0.01% | 281 |
|
|
2016
Q1 | $67K | Hold |
600
| – | – | 0.01% | 294 |
|
|
2015
Q4 | $66K | Sell |
600
-21
| -3% | -$2.3K | 0.02% | 288 |
|
|
2015
Q3 | $68K | Buy |
621
+21
| +4% | +$2.29K | 0.02% | 282 |
|
|
2015
Q2 | $65K | Hold |
600
| – | – | 0.02% | 325 |
|
|
2015
Q1 | $66K | Hold |
600
| – | – | 0.02% | 323 |
|
|
2014
Q4 | $66K | Hold |
600
| – | – | 0.02% | 289 |
|
|
2014
Q3 | $66K | Hold |
600
| – | – | 0.02% | 261 |
|
|
2014
Q2 | $65K | Hold |
600
| – | – | 0.02% | 263 |
|
|
2014
Q1 | $64K | Hold |
600
| – | – | 0.02% | 256 |
|
|
2013
Q4 | $62K | Hold |
600
| – | – | 0.02% | 243 |
|
|
2013
Q3 | $63K | Hold |
600
| – | – | 0.03% | 230 |
|
|
2013
Q2 | $63K | Buy |
+600
| New | +$65.7K | 0.03% | 201 |
|
Other funds holding MUB
OWM
Joel Isaacson & Co's MUB Position: Q2 2026 in Review
Joel Isaacson & Co increased its iShares National Muni Bond ETF (MUB) stake by 7% in Q2 2026, buying an estimated $450K and bringing the position to 64,375 shares worth $6.93M. The position accounts for 0.2% of the portfolio, ranked #55.
Joel Isaacson & Co first reported a position in MUB in Q2 2013 and has held it in 32 quarters since. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.
- Joel Isaacson & Co held 64,375 shares of iShares National Muni Bond ETF worth $6.93M as of Q2 2026.
- Joel Isaacson & Co bought 4,206 iShares National Muni Bond ETF shares in Q2 2026, an estimated $450K.
- iShares National Muni Bond ETF made up 0.2% of Joel Isaacson & Co's portfolio in Q2 2026, its #55 holding.
- Joel Isaacson & Co first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 32 quarters since.
- 1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.