North Forty Two & Co’s iShares National Muni Bond ETF MUB Stock Holding History

North Forty Two & Co’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	$547K	Sell	5,081 -5,300	-51%	-$567K	0.46%	61
2026 Q1	$1.1M	Sell	10,381 -900	-8%	-$96.8K	1.02%	29
2025 Q4	$1.21M	Buy	11,281 +500	+5%	+$53.5K	1.14%	26
2025 Q3	$1.15M	Buy	10,781 +100	+0.9%	+$10.5K	1.12%	29
2025 Q2	$1.12M	Hold	10,681	–	–	1.19%	26
2025 Q1	$1.13M	Hold	10,681	–	–	1.25%	24
2024 Q4	$1.14M	Buy	+10,681	New	+$1.15M	1.31%	25

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 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

North Forty Two & Co's MUB Position: Q2 2026 in Review

North Forty Two & Co reduced its iShares National Muni Bond ETF (MUB) stake by 51% in Q2 2026, selling an estimated $567K and leaving 5,081 shares worth $547K. The position accounts for 0.46% of the portfolio, ranked #61.

North Forty Two & Co first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2025. 953 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

North Forty Two & Co held 5,081 shares of iShares National Muni Bond ETF worth $547K as of Q2 2026.
North Forty Two & Co sold 5,300 iShares National Muni Bond ETF shares in Q2 2026, an estimated $567K.
iShares National Muni Bond ETF made up 0.46% of North Forty Two & Co's portfolio in Q2 2026, its #61 holding.
North Forty Two & Co first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
North Forty Two & Co's iShares National Muni Bond ETF position peaked at $1.21M in Q4 2025.
953 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on North Forty Two & Co's 13F filing for Q2 2026, filed 24 Jul 2026.