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Noesis Capital Mangement’s iShares National Muni Bond ETF MUB Stock Holding History

Noesis Capital Mangement’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 		$541K Buy
5,023
+700
+16% +$74.9K 0.07% 73
2026
Q1 		$459K Hold
4,323
– – 0.07% 79
2025
Q4 		$463K Buy
4,323
+300
+7% +$32.1K 0.07% 76
2025
Q3 		$428K Sell
4,023
-90
-2% -$9.42K 0.07% 76
2025
Q2 		$430K Buy
4,113
+325
+9% +$33.8K 0.07% 79
2025
Q1 		$399K Sell
3,788
-750
-17% -$79.8K 0.08% 79
2024
Q4 		$484K Sell
4,538
-266
-6% -$28.6K 0.09% 66
2024
Q3 		$522K Sell
4,804
-3,314
-41% -$357K 0.1% 67
2024
Q2 		$865K Hold
8,118
– – 0.19% 50
2024
Q1 		$873K Hold
8,118
– – 0.19% 48
2023
Q4 		$880K Hold
8,118
– – 0.21% 49
2023
Q3 		$832K Hold
8,118
– – 0.22% 48
2023
Q2 		$866K Buy
8,118
+1,438
+22% +$154K 0.21% 51
2023
Q1 		$720K Hold
6,680
– – 0.18% 53
2022
Q4 		$705K Hold
6,680
– – 0.2% 52
2022
Q3 		$685K Hold
6,680
– – 0.21% 52
2022
Q2 		$710K Hold
6,680
– – 0.21% 51
2022
Q1 		$732K Buy
6,680
+2,700
+68% +$305K 0.18% 55
2021
Q4 		$463K Buy
+3,980
New +$462K 0.09% 72

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Noesis Capital Mangement's MUB Position: Q2 2026 in Review

Noesis Capital Mangement increased its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, buying an estimated $74.9K and bringing the position to 5,023 shares worth $541K. The position accounts for 0.07% of the portfolio, ranked #73.

Noesis Capital Mangement first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $880K in Q4 2023. 953 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Noesis Capital Mangement held 5,023 shares of iShares National Muni Bond ETF worth $541K as of Q2 2026.
  • Noesis Capital Mangement bought 700 iShares National Muni Bond ETF shares in Q2 2026, an estimated $74.9K.
  • iShares National Muni Bond ETF made up 0.07% of Noesis Capital Mangement's portfolio in Q2 2026, its #73 holding.
  • Noesis Capital Mangement first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Noesis Capital Mangement's iShares National Muni Bond ETF position peaked at $880K in Q4 2023.
  • 953 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.