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Midwest Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Midwest Trust’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 		$5.45M Sell
50,658
-1,010
-2% -$108K 0.06% 205
2026
Q1 		$5.48M Buy
51,668
+12,994
+34% +$1.4M 0.07% 198
2025
Q4 		$4.14M Sell
38,674
-1,558
-4% -$167K 0.05% 221
2025
Q3 		$4.28M Sell
40,232
-3,392
-8% -$355K 0.06% 221
2025
Q2 		$4.56M Buy
+43,624
New +$4.54M 0.06% 212

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

Midwest Trust's MUB Position: Q2 2026 in Review

Midwest Trust reduced its iShares National Muni Bond ETF (MUB) stake by 2% in Q2 2026, selling an estimated $108K and leaving 50,658 shares worth $5.45M. The position accounts for 0.06% of the portfolio, ranked #205.

Midwest Trust first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.48M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Midwest Trust held 50,658 shares of iShares National Muni Bond ETF worth $5.45M as of Q2 2026.
  • Midwest Trust sold 1,010 iShares National Muni Bond ETF shares in Q2 2026, an estimated $108K.
  • iShares National Muni Bond ETF made up 0.06% of Midwest Trust's portfolio in Q2 2026, its #205 holding.
  • Midwest Trust first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's iShares National Muni Bond ETF position peaked at $5.48M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.