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Oceanside Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Oceanside Advisors’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 		$294K Buy
2,731
+104
+4% +$11.1K 0.15% 48
2026
Q1 		$279K Hold
2,627
– – 0.16% 45
2025
Q4 		$281K Buy
2,627
+459
+21% +$49.1K 0.17% 41
2025
Q3 		$231K Buy
2,168
+118
+6% +$12.3K 0.14% 45
2025
Q2 		$214K Buy
2,050
+29
+1% +$3.02K 0.14% 45
2025
Q1 		$213K Sell
2,021
-1,520
-43% -$162K 0.15% 43
2024
Q4 		$377K Buy
3,541
+266
+8% +$28.6K 0.28% 37
2024
Q3 		$356K Buy
3,275
+800
+32% +$86.2K 0.27% 36
2024
Q2 		$264K Hold
2,475
– – 0.21% 41
2024
Q1 		$266K Sell
2,475
-213
-8% -$23K 0.22% 39
2023
Q4 		$291K Buy
+2,688
New +$281K 0.26% 40

Other funds holding MUB

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
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Oceanside Advisors's MUB Position: Q2 2026 in Review

Oceanside Advisors increased its iShares National Muni Bond ETF (MUB) stake by 4% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,731 shares worth $294K. The position accounts for 0.15% of the portfolio, ranked #48.

Oceanside Advisors first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $377K in Q4 2024. 847 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Oceanside Advisors held 2,731 shares of iShares National Muni Bond ETF worth $294K as of Q2 2026.
  • Oceanside Advisors bought 104 iShares National Muni Bond ETF shares in Q2 2026, an estimated $11.1K.
  • iShares National Muni Bond ETF made up 0.15% of Oceanside Advisors's portfolio in Q2 2026, its #48 holding.
  • Oceanside Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Oceanside Advisors's iShares National Muni Bond ETF position peaked at $377K in Q4 2024.
  • 847 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.