M Holdings Securities’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 | – | Sell |
-14,780
| Closed | -$1.57M | – | 234 |
|
|
2026
Q1 | $1.57M | Sell |
14,780
-102
| -0.7% | -$11K | 0.11% | 156 |
|
|
2025
Q4 | $1.59M | Buy |
14,882
+2,645
| +22% | +$283K | 0.11% | 150 |
|
|
2025
Q3 | $1.3M | Buy |
+12,237
| New | +$1.28M | 0.28% | 46 |
|
|
2023
Q3 | – | Sell |
-2,673
| Closed | -$285K | – | 263 |
|
|
2023
Q2 | $285K | Sell |
2,673
-2,687
| -50% | -$287K | 0.06% | 151 |
|
|
2023
Q1 | $577K | Buy |
5,360
+1,000
| +23% | +$107K | 0.06% | 230 |
|
|
2022
Q4 | $460K | Sell |
4,360
-607
| -12% | -$63.3K | 0.05% | 267 |
|
|
2022
Q3 | $510K | Buy |
4,967
+325
| +7% | +$34.6K | 0.06% | 244 |
|
|
2022
Q2 | $494K | Sell |
4,642
-3,416
| -42% | -$365K | 0.05% | 252 |
|
|
2022
Q1 | $883K | Buy |
+8,058
| New | +$909K | 0.07% | 202 |
|
|
2021
Q2 | – | Sell |
-7,048
| Closed | -$818K | – | 385 |
|
|
2021
Q1 | $818K | Buy |
+7,048
| New | +$822K | 0.07% | 213 |
|
|
2020
Q2 | – | Sell |
-12,736
| Closed | -$1.44M | – | 206 |
|
|
2020
Q1 | $1.44M | Buy |
+12,736
| New | +$1.45M | 0.21% | 115 |
|
|
2019
Q2 | – | Sell |
-6,099
| Closed | -$678K | – | 290 |
|
|
2019
Q1 | $678K | Sell |
6,099
-336
| -5% | -$36.8K | 0.16% | 158 |
|
|
2018
Q4 | $702K | Buy |
6,435
+110
| +2% | +$11.8K | 0.22% | 125 |
|
|
2018
Q3 | $683K | Sell |
6,325
-764
| -11% | -$83K | 0.18% | 150 |
|
|
2018
Q2 | $773K | Sell |
7,089
-1,997
| -22% | -$217K | 0.21% | 133 |
|
|
2018
Q1 | $990K | Sell |
9,086
-65
| -0.7% | -$7.09K | 0.3% | 98 |
|
|
2017
Q4 | $1.01M | Buy |
9,151
+264
| +3% | +$29.2K | 0.31% | 96 |
|
|
2017
Q3 | $985K | Buy |
8,887
+123
| +1% | +$13.6K | 0.31% | 89 |
|
|
2017
Q2 | $965K | Buy |
8,764
+168
| +2% | +$18.5K | 0.33% | 85 |
|
|
2017
Q1 | $937K | Buy |
8,596
+945
| +12% | +$102K | 0.36% | 76 |
|
|
2016
Q4 | $828K | Sell |
7,651
-1,383
| -15% | -$151K | 0.29% | 91 |
|
|
2016
Q3 | $1.02M | Buy |
9,034
+885
| +11% | +$100K | 0.46% | 57 |
|
|
2016
Q2 | $928K | Buy |
8,149
+1,064
| +15% | +$120K | 0.48% | 58 |
|
|
2016
Q1 | $791K | Sell |
7,085
-478
| -6% | -$53.2K | 0.48% | 58 |
|
|
2015
Q4 | $837K | Buy |
7,563
+1,992
| +36% | +$219K | 0.56% | 48 |
|
|
2015
Q3 | $610K | Buy |
5,571
+2,679
| +93% | +$292K | 0.43% | 62 |
|
|
2015
Q2 | $313K | Buy |
2,892
+98
| +4% | +$10.7K | 0.21% | 132 |
|
|
2015
Q1 | $309K | Buy |
2,794
+982
| +54% | +$109K | 0.2% | 136 |
|
|
2014
Q4 | $200K | Buy |
1,812
+160
| +10% | +$17.6K | 0.13% | 173 |
|
|
2014
Q3 | $181K | Buy |
+1,652
| New | +$180K | 0.1% | 191 |
|
|
2014
Q1 | – | Sell |
-2,048
| Closed | -$212K | – | 184 |
|
|
2013
Q4 | $212K | Buy |
+2,048
| New | +$214K | 0.15% | 154 |
|
Other funds holding MUB
M Holdings Securities's MUB Position: Q2 2026 in Review
M Holdings Securities sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 14,780 shares — an estimated $1.57M sold.
M Holdings Securities first reported a position in MUB in Q4 2013 and held it in 31 quarters. The position peaked at $1.59M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.
- M Holdings Securities reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
- M Holdings Securities sold 14,780 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.57M.
- M Holdings Securities first reported a position in iShares National Muni Bond ETF in Q4 2013 and held it in 31 quarters.
- M Holdings Securities's iShares National Muni Bond ETF position peaked at $1.59M in Q4 2025.
- 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.
Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.