Monument Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Monument Capital Management’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	$593K	Buy	+5,513	New	+$590K	0.12%	147

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Monument Capital Management's MUB Position: Q2 2026 in Review

Monument Capital Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 5,513 shares worth $593K. The stake represents 0.12% of the portfolio and ranks #147 among its holdings.

853 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Monument Capital Management held 5,513 shares of iShares National Muni Bond ETF worth $593K as of Q2 2026.
iShares National Muni Bond ETF was a new Monument Capital Management position in Q2 2026.
iShares National Muni Bond ETF made up 0.12% of Monument Capital Management's portfolio in Q2 2026, its #147 holding.
853 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.