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MTM Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

MTM Investment 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 		$12.3K Buy
114
+1
+0.9% +$107 ﹤0.01% 502
2026
Q1 		$12K Sell
113
-53
-32% -$5.7K ﹤0.01% 495
2025
Q4 		$17.8K Buy
166
+1
+0.6% +$107 0.01% 458
2025
Q3 		$17.5K Buy
165
+2
+1% +$209 0.01% 470
2025
Q2 		$17.1K Buy
+163
New +$16.9K 0.01% 471

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

MTM Investment Management's MUB Position: Q2 2026 in Review

MTM Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 0.88% in Q2 2026, buying an estimated $107 and bringing the position to 114 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

MTM Investment Management first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.8K in Q4 2025. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • MTM Investment Management held 114 shares of iShares National Muni Bond ETF worth $12.3K as of Q2 2026.
  • MTM Investment Management bought 1 iShares National Muni Bond ETF share in Q2 2026, an estimated $107.
  • iShares National Muni Bond ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #502 holding.
  • MTM Investment Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's iShares National Muni Bond ETF position peaked at $17.8K in Q4 2025.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.