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

Northside 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	$788K	Buy	7,319 +1	+0%	+$107	0.06%	110
2026 Q1	$777K	Buy	+7,318	New	+$787K	0.07%	106
2020 Q3	–	Sell	-12,580	Closed	-$1.45M	–	93
2020 Q2	$1.45M	Buy	+12,580	New	+$1.43M	0.5%	26
2019 Q4	–	Sell	-3,495	Closed	-$399K	–	98
2019 Q3	$399K	Buy	+3,495	New	+$399K	0.14%	65

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

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

Northside Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 0.01% in Q2 2026, buying an estimated $107 and bringing the position to 7,319 shares worth $788K. The position accounts for 0.06% of the portfolio, ranked #110.

Northside Capital Management first reported a position in MUB in Q3 2019 and has held it in 4 quarters since. The position peaked at $1.45M in Q2 2020. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Northside Capital Management held 7,319 shares of iShares National Muni Bond ETF worth $788K as of Q2 2026.
Northside Capital Management bought 1 iShares National Muni Bond ETF share in Q2 2026, an estimated $107.
iShares National Muni Bond ETF made up 0.06% of Northside Capital Management's portfolio in Q2 2026, its #110 holding.
Northside Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 4 quarters since.
Northside Capital Management's iShares National Muni Bond ETF position peaked at $1.45M in Q2 2020.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.