Latitude Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Latitude Advisors’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	$276K	Buy	+2,568	New	+$275K	0.11%	201
2024 Q2	–	Sell	-1,891	Closed	-$204K	–	188
2024 Q1	$204K	Buy	+1,891	New	+$204K	0.13%	175
2023 Q2	–	Sell	-2,356	Closed	-$254K	–	189
2023 Q1	$254K	Buy	+2,356	New	+$252K	0.18%	130
2022 Q2	–	Sell	-3,205	Closed	-$351K	–	254
2022 Q1	$351K	Sell	3,205 -1,839	-36%	-$208K	0.08%	231
2021 Q4	$586K	Buy	5,044 +26	+0.5%	+$3.02K	0.16%	134
2021 Q3	$583K	Buy	5,018 +1,826	+57%	+$214K	0.18%	117
2021 Q2	$374K	Buy	+3,192	New	+$373K	0.28%	88

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

Latitude Advisors's MUB Position: Q2 2026 in Review

Latitude Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 2,568 shares worth $276K. The stake represents 0.11% of the portfolio and ranks #201 among its holdings. This is a return to the name: Latitude Advisors previously reported a position in MUB as recently as Q1 2024.

Latitude Advisors first reported a position in MUB in Q2 2021 and has held it in 7 quarters since. The position peaked at $586K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Latitude Advisors held 2,568 shares of iShares National Muni Bond ETF worth $276K as of Q2 2026.
iShares National Muni Bond ETF was a new Latitude Advisors position in Q2 2026.
iShares National Muni Bond ETF made up 0.11% of Latitude Advisors's portfolio in Q2 2026, its #201 holding.
Latitude Advisors first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 7 quarters since.
Latitude Advisors's iShares National Muni Bond ETF position peaked at $586K in Q4 2021.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.