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MMBG Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

MMBG Investment Advisors’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 		$258K Hold
2,400
– – 0.02% 168
2026
Q1 		$255K Hold
2,400
– – 0.02% 166
2025
Q4 		$257K Hold
2,400
– – 0.02% 166
2025
Q3 		$256K Buy
+2,400
New +$251K 0.02% 172

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MMBG Investment Advisors's MUB Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,400 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #168.

MMBG Investment Advisors first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. 1,320 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • MMBG Investment Advisors held 2,400 shares of iShares National Muni Bond ETF worth $258K as of Q2 2026.
  • MMBG Investment Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.02% of MMBG Investment Advisors's portfolio in Q2 2026, its #168 holding.
  • MMBG Investment Advisors first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,320 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.