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

Lakeshore Capital Group’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	$365K	Buy	3,395 +4	+0.1%	+$428	0.27%	68
2026 Q1	$360K	Hold	3,391	–	–	0.29%	69
2025 Q4	$363K	Sell	3,391 -390	-10%	-$41.8K	0.29%	71
2025 Q3	$403K	Sell	3,781 -937	-20%	-$98.1K	0.33%	68
2025 Q2	$493K	Buy	4,718 +118	+3%	+$12.3K	0.44%	64
2025 Q1	$485K	Sell	4,600 -25	-0.5%	-$2.66K	0.47%	63
2024 Q4	$493K	Buy	+4,625	New	+$497K	0.75%	45

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lakeshore Capital Group's MUB Position: Q2 2026 in Review

Lakeshore Capital Group increased its iShares National Muni Bond ETF (MUB) stake by 0.12% in Q2 2026, buying an estimated $428 and bringing the position to 3,395 shares worth $365K. The position accounts for 0.27% of the portfolio, ranked #68.

Lakeshore Capital Group first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $493K in Q2 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Lakeshore Capital Group held 3,395 shares of iShares National Muni Bond ETF worth $365K as of Q2 2026.
Lakeshore Capital Group bought 4 iShares National Muni Bond ETF shares in Q2 2026, an estimated $428.
iShares National Muni Bond ETF made up 0.27% of Lakeshore Capital Group's portfolio in Q2 2026, its #68 holding.
Lakeshore Capital Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Lakeshore Capital Group's iShares National Muni Bond ETF position peaked at $493K in Q2 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.