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

Oakworth Capital’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	$399K	Buy	3,711 +838	+29%	+$89.6K	0.02%	178
2026 Q1	$305K	Sell	2,873 -96	-3%	-$10.3K	0.02%	193
2025 Q4	$318K	Sell	2,969 -1,712	-37%	-$183K	0.02%	185
2025 Q3	$498K	Sell	4,681 -191	-4%	-$20K	0.03%	133
2025 Q2	$509K	Buy	+4,872	New	+$507K	0.03%	122
2024 Q4	–	Sell	-7,081	Closed	-$769K	–	666
2024 Q3	$769K	Buy	7,081 +7,047	+20,726%	+$759K	0.05%	98
2024 Q2	$3.62K	Hold	34	–	–	﹤0.01%	614
2024 Q1	$3.66K	Buy	+34	New	+$3.67K	﹤0.01%	573
2023 Q4	–	Sell	-451	Closed	-$46.2K	–	708
2023 Q3	$46.2K	Buy	+451	New	+$47.6K	﹤0.01%	303
2023 Q2	–	Sell	-1,282	Closed	-$138K	–	649
2023 Q1	$138K	Buy	+1,282	New	+$137K	0.01%	205

Other funds holding MUB

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Oakworth Capital's MUB Position: Q2 2026 in Review

Oakworth Capital increased its iShares National Muni Bond ETF (MUB) stake by 29% in Q2 2026, buying an estimated $89.6K and bringing the position to 3,711 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #178.

Oakworth Capital first reported a position in MUB in Q1 2023 and has held it in 10 quarters since. The position peaked at $769K in Q3 2024. 532 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Oakworth Capital held 3,711 shares of iShares National Muni Bond ETF worth $399K as of Q2 2026.
Oakworth Capital bought 838 iShares National Muni Bond ETF shares in Q2 2026, an estimated $89.6K.
iShares National Muni Bond ETF made up 0.02% of Oakworth Capital's portfolio in Q2 2026, its #178 holding.
Oakworth Capital first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 10 quarters since.
Oakworth Capital's iShares National Muni Bond ETF position peaked at $769K in Q3 2024.
532 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.