Leelyn Smith’s iShares National Muni Bond ETF MUB Stock Holding History

Leelyn Smith’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	–	Sell	-2,618	Closed	-$278K	–	163
2026 Q1	$278K	Buy	+2,618	New	+$281K	0.04%	136
2023 Q1	–	Sell	-92	Closed	-$9.71K	–	305
2022 Q4	$9.71K	Buy	92 +88	+2,200%	+$9.17K	﹤0.01%	322
2022 Q3	$0	Sell	4 -79	-95%	-$8.4K	﹤0.01%	496
2022 Q2	$9K	Sell	83 -4	-5%	-$427	﹤0.01%	297
2022 Q1	$10K	Sell	87 -30	-26%	-$3.39K	﹤0.01%	282
2021 Q4	$14K	Sell	117 -6	-5%	-$697	﹤0.01%	265
2021 Q3	$14K	Sell	123 -6	-5%	-$703	﹤0.01%	256
2021 Q2	$15K	Sell	129 -4	-3%	-$467	﹤0.01%	254
2021 Q1	$15K	Sell	133 -5	-4%	-$583	﹤0.01%	263
2020 Q4	$16K	Sell	138 -5	-3%	-$581	0.01%	245
2020 Q3	$17K	Sell	143 -6	-4%	-$697	0.01%	234
2020 Q2	$17K	Sell	149 -7	-4%	-$795	0.01%	280
2020 Q1	$18K	Buy	+156	New	+$17.8K	0.01%	210

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 22.9% 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

Leelyn Smith's MUB Position: Q2 2026 in Review

Leelyn Smith sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 2,618 shares — an estimated $278K sold.

Leelyn Smith first reported a position in MUB in Q1 2020 and held it in 13 quarters. The position peaked at $278K in Q1 2026. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Leelyn Smith reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Leelyn Smith sold 2,618 iShares National Muni Bond ETF shares in Q2 2026, an estimated $278K.
Leelyn Smith first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 13 quarters.
Leelyn Smith's iShares National Muni Bond ETF position peaked at $278K in Q1 2026.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.