Newman Dignan & Sheerar Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Newman Dignan & Sheerar Inc’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	$368K	Sell	3,422 -586	-15%	-$62.7K	0.07%	147
2026 Q1	$425K	Buy	+4,008	New	+$431K	0.09%	133
2025 Q2	–	Sell	-5,124	Closed	-$540K	–	199
2025 Q1	$540K	Buy	5,124 +1	+0%	+$106	0.15%	102
2024 Q4	$546K	Sell	5,123 -99	-2%	-$10.6K	0.14%	105
2024 Q3	$559K	Buy	5,222 +536	+11%	+$57.8K	0.13%	107
2024 Q2	$499K	Buy	4,686 +13	+0.3%	+$1.39K	0.13%	114
2024 Q1	$503K	Buy	+4,673	New	+$504K	0.13%	116

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Newman Dignan & Sheerar Inc's MUB Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its iShares National Muni Bond ETF (MUB) stake by 15% in Q2 2026, selling an estimated $62.7K and leaving 3,422 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #147.

Newman Dignan & Sheerar Inc first reported a position in MUB in Q1 2024 and has held it in 7 quarters since. The position peaked at $559K in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Newman Dignan & Sheerar Inc held 3,422 shares of iShares National Muni Bond ETF worth $368K as of Q2 2026.
Newman Dignan & Sheerar Inc sold 586 iShares National Muni Bond ETF shares in Q2 2026, an estimated $62.7K.
iShares National Muni Bond ETF made up 0.07% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #147 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 7 quarters since.
Newman Dignan & Sheerar Inc's iShares National Muni Bond ETF position peaked at $559K in Q3 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.