Ocean Park Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Ocean Park Asset 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	$2.37M	Buy	+21,999	New	+$2.35M	0.11%	61
2025 Q3	–	Sell	-3,875	Closed	-$409K	–	108
2025 Q2	$409K	Hold	3,875	–	–	0.01%	73
2025 Q1	$409K	Sell	3,875 -780	-17%	-$83K	0.01%	73
2024 Q4	$496K	Buy	4,655 +2,315	+99%	+$249K	0.02%	71
2024 Q3	$254K	Sell	2,340 -116,260	-98%	-$12.5M	0.01%	75
2024 Q2	$12.6M	Sell	118,600 -29,700	-20%	-$3.16M	0.6%	34
2024 Q1	$16M	Sell	148,300 -24,600	-14%	-$2.65M	0.75%	32
2023 Q4	$18.7M	Buy	+172,900	New	+$18.1M	0.92%	27
2023 Q3	–	Sell	-262,200	Closed	-$28M	–	66
2023 Q2	$28M	Buy	+262,200	New	+$28M	0.96%	19

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 22.9% 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

Ocean Park Asset Management's MUB Position: Q2 2026 in Review

Ocean Park Asset Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 21,999 shares worth $2.37M. The stake represents 0.11% of the portfolio and ranks #61 among its holdings. This is a return to the name: Ocean Park Asset Management previously reported a position in MUB as recently as Q2 2025.

Ocean Park Asset Management first reported a position in MUB in Q2 2023 and has held it in 9 quarters since. The position peaked at $28M in Q2 2023. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Ocean Park Asset Management held 21,999 shares of iShares National Muni Bond ETF worth $2.37M as of Q2 2026.
iShares National Muni Bond ETF was a new Ocean Park Asset Management position in Q2 2026.
iShares National Muni Bond ETF made up 0.11% of Ocean Park Asset Management's portfolio in Q2 2026, its #61 holding.
Ocean Park Asset Management first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 9 quarters since.
Ocean Park Asset Management's iShares National Muni Bond ETF position peaked at $28M in Q2 2023.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.