Lido Advisors’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
$15.3M Buy
142,258
+6,243
+5% +$668K 0.04% 271
2026
Q1
$14.4M Sell
136,015
-2,623
-2% -$282K 0.04% 253
2025
Q4
$14.8M Sell
138,638
-1,755
-1% -$188K 0.04% 252
2025
Q3
$15M Buy
140,393
+1,502
+1% +$157K 0.05% 235
2025
Q2
$14.5M Sell
138,891
-33,017
-19% -$3.43M 0.06% 195
2025
Q1
$18.1M Sell
171,908
-15,479
-8% -$1.65M 0.08% 151
2024
Q4
$20M Buy
187,387
+48,609
+35% +$5.22M 0.09% 136
2024
Q3
$15.1M Sell
138,778
-9,075
-6% -$978K 0.08% 142
2024
Q2
$15.8M Buy
147,853
+5,850
+4% +$623K 0.09% 121
2024
Q1
$15.3M Sell
142,003
-408
-0.3% -$44K 0.09% 124
2023
Q4
$15.4M Sell
142,411
-26,439
-16% -$2.76M 0.1% 108
2023
Q3
$17.3M Buy
168,850
+27,898
+20% +$2.94M 0.13% 84
2023
Q2
$15M Sell
140,952
-17,101
-11% -$1.83M 0.11% 104
2023
Q1
$17M Buy
158,053
+126,099
+395% +$13.5M 0.17% 74
2022
Q4
$3.37M Buy
31,954
+13,428
+72% +$1.4M 0.04% 210
2022
Q3
$1.9M Sell
18,526
-59
-0.3% -$6.27K 0.02% 269
2022
Q2
$1.98M Buy
18,585
+2,283
+14% +$244K 0.03% 239
2022
Q1
$1.79M Sell
16,302
-1,893
-10% -$214K 0.02% 279
2021
Q4
$2.12M Buy
18,195
+1,133
+7% +$132K 0.02% 261
2021
Q3
$1.98M Buy
17,062
+4,610
+37% +$540K 0.03% 269
2021
Q2
$1.46M Sell
12,452
-649
-5% -$75.8K 0.02% 310
2021
Q1
$1.52M Sell
13,101
-1,123
-8% -$131K 0.03% 269
2020
Q4
$1.67M Buy
14,224
+1,272
+10% +$148K 0.03% 234
2020
Q3
$1.5M Sell
12,952
-708
-5% -$82.3K 0.04% 197
2020
Q2
$1.58M Buy
13,660
+6,113
+81% +$694K 0.05% 184
2020
Q1
$853K Sell
7,547
-2,801
-27% -$320K 0.04% 254
2019
Q4
$1.18M Buy
10,348
+6,383
+161% +$727K 0.05% 238
2019
Q3
$452K Buy
3,965
+250
+7% +$28.5K 0.02% 355
2019
Q2
$420K Buy
3,715
+1,388
+60% +$155K 0.02% 337
2019
Q1
$258K Buy
2,327
+200
+9% +$21.9K 0.02% 423
2018
Q4
$231K Sell
2,127
-1,653
-44% -$178K 0.02% 365
2018
Q3
$408K Buy
3,780
+986
+35% +$107K 0.04% 281
2018
Q2
$304K Sell
2,794
-619
-18% -$67.2K 0.04% 304
2018
Q1
$371K Sell
3,413
-20,335
-86% -$2.22M 0.05% 248
2017
Q4
$2.63M Buy
23,748
+18,754
+376% +$2.08M 0.37% 41
2017
Q3
$553K Buy
4,994
+2,129
+74% +$236K 0.09% 135
2017
Q2
$316K Hold
2,865
0.07% 166
2017
Q1
$313K Sell
2,865
-4,349
-60% -$471K 0.09% 146
2016
Q4
$780K Buy
7,214
+2,557
+55% +$280K 0.19% 53
2016
Q3
$525K Hold
4,657
0.16% 62
2016
Q2
$531K Buy
4,657
+2,217
+91% +$250K 0.16% 59
2016
Q1
$272K Buy
+2,440
New +$272K 0.09% 104

Other funds holding MUB

Lido Advisors's MUB Position: Q2 2026 in Review

Lido Advisors increased its iShares National Muni Bond ETF (MUB) stake by 4.6% in Q2 2026, buying an estimated $668K and bringing the position to 142,258 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #271.

Lido Advisors first reported a position in MUB in Q1 2016 and has held it in 42 quarters since. The position peaked at $20M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Lido Advisors held 142,258 shares of iShares National Muni Bond ETF worth $15.3M as of Q2 2026.
  • Lido Advisors bought 6,243 iShares National Muni Bond ETF shares in Q2 2026, an estimated $668K.
  • iShares National Muni Bond ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #271 holding.
  • Lido Advisors first reported a position in iShares National Muni Bond ETF in Q1 2016 and has held it in 42 quarters since.
  • Lido Advisors's iShares National Muni Bond ETF position peaked at $20M in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.