Montecito Bank & Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Montecito Bank & 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	$703K	Buy	6,535 +280	+4%	+$29.9K	0.11%	168
2026 Q1	$664K	Buy	6,255 +195	+3%	+$21K	0.11%	170
2025 Q4	$649K	Hold	6,060	–	–	0.1%	176
2025 Q3	$645K	Buy	+6,060	New	+$634K	0.1%	183
2025 Q1	$4.28M	Buy	40,550 +5,840	+17%	+$621K	0.76%	30
2024 Q4	$3.7M	Sell	34,710 -7,850	-18%	-$843K	0.64%	36
2024 Q3	$4.62M	Buy	+42,560	New	+$4.59M	0.79%	29

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Montecito Bank & Trust's MUB Position: Q2 2026 in Review

Montecito Bank & Trust increased its iShares National Muni Bond ETF (MUB) stake by 4.5% in Q2 2026, buying an estimated $29.9K and bringing the position to 6,535 shares worth $703K. The position accounts for 0.11% of the portfolio, ranked #168.

Montecito Bank & Trust first reported a position in MUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.62M in Q3 2024. 364 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Montecito Bank & Trust held 6,535 shares of iShares National Muni Bond ETF worth $703K as of Q2 2026.
Montecito Bank & Trust bought 280 iShares National Muni Bond ETF shares in Q2 2026, an estimated $29.9K.
iShares National Muni Bond ETF made up 0.11% of Montecito Bank & Trust's portfolio in Q2 2026, its #168 holding.
Montecito Bank & Trust first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
Montecito Bank & Trust's iShares National Muni Bond ETF position peaked at $4.62M in Q3 2024.
364 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.