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Liquid Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Liquid Strategies’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 		$42.6M Buy
396,261
+64,403
+19% +$6.89M 5.82% 4
2026
Q1 		$35.2M Buy
331,858
+7,266
+2% +$781K 7.57% 4
2025
Q4 		$34.8M Buy
324,592
+62,028
+24% +$6.64M 7.57% 3
2025
Q3 		$28M Buy
262,564
+7,732
+3% +$809K 5.76% 4
2025
Q2 		$26.6M Sell
254,832
-37,104
-13% -$3.86M 5.82% 4
2025
Q1 		$30.8M Buy
291,936
+35,184
+14% +$3.74M 5.8% 4
2024
Q4 		$27.4M Buy
256,752
+43,745
+21% +$4.7M 5.63% 4
2024
Q3 		$23.1M Sell
213,007
-173
-0.1% -$18.6K 5.54% 4
2024
Q2 		$22.7M Buy
213,180
+14,745
+7% +$1.57M 5.97% 4
2024
Q1 		$21.4M Buy
198,435
+76,696
+63% +$8.28M 5.52% 4
2023
Q4 		$13.2M Sell
121,739
-14,456
-11% -$1.51M 3.25% 4
2023
Q3 		$13.9M Buy
136,195
+1,811
+1% +$191K 3.67% 4
2023
Q2 		$14.3M Buy
134,384
+5,846
+5% +$625K 3.62% 4
2023
Q1 		$13.8M Sell
128,538
-4,349
-3% -$465K 3.76% 4
2022
Q4 		$14M Sell
132,887
-6,944
-5% -$724K 3.56% 4
2022
Q3 		$14.3M Buy
139,831
+4,011
+3% +$426K 3.69% 4
2022
Q2 		$14.4M Buy
135,820
+11,693
+9% +$1.25M 3.47% 4
2022
Q1 		$13.6M Buy
124,127
+9,904
+9% +$1.12M 2.42% 4
2021
Q4 		$11.1M Buy
114,223
+33,358
+41% +$3.87M 2.29% 4
2021
Q3 		$9.39M Buy
80,865
+9,823
+14% +$1.15M 2.26% 4
2021
Q2 		$8.33M Sell
71,042
-34,924
-33% -$4.08M 2.2% 4
2021
Q1 		$12.3M Sell
105,966
-164,303
-61% -$19.2M 3.83% 4
2020
Q4 		$31.7M Buy
270,269
+15,882
+6% +$1.84M 9.9% 3
2020
Q3 		$29.5M Buy
254,387
+18,945
+8% +$2.2M 10.92% 3
2020
Q2 		$27.2M Buy
235,442
+19,979
+9% +$2.27M 12.01% 3
2020
Q1 		$24.3M Buy
215,463
+83,119
+63% +$9.49M 12.24% 3
2019
Q4 		$15.1M Buy
+132,344
New +$15.1M 12.88% 3

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Liquid Strategies's MUB Position: Q2 2026 in Review

Liquid Strategies increased its iShares National Muni Bond ETF (MUB) stake by 19% in Q2 2026, buying an estimated $6.89M and bringing the position to 396,261 shares worth $42.6M. The position accounts for 5.82% of the portfolio, ranked #4.

Liquid Strategies first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Liquid Strategies held 396,261 shares of iShares National Muni Bond ETF worth $42.6M as of Q2 2026.
  • Liquid Strategies bought 64,403 iShares National Muni Bond ETF shares in Q2 2026, an estimated $6.89M.
  • iShares National Muni Bond ETF made up 5.82% of Liquid Strategies's portfolio in Q2 2026, its #4 holding.
  • Liquid Strategies first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Liquid Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.