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Thompson David Blair’s iShares National Muni Bond ETF MUB Stock Holding History

Thompson David Blair’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 		$861K Sell
8,000
-190
-2% -$20.3K 0.43% 71
2026
Q1 		$869K Sell
8,190
-640
-7% -$68.8K 0.5% 65
2025
Q4 		$946K Buy
+8,830
New +$945K 0.54% 58

Other funds holding MUB

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thompson David Blair's MUB Position: Q2 2026 in Review

Thompson David Blair reduced its iShares National Muni Bond ETF (MUB) stake by 2.3% in Q2 2026, selling an estimated $20.3K and leaving 8,000 shares worth $861K. The position accounts for 0.43% of the portfolio, ranked #71.

Thompson David Blair first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $946K in Q4 2025. 1,587 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Thompson David Blair held 8,000 shares of iShares National Muni Bond ETF worth $861K as of Q2 2026.
  • Thompson David Blair sold 190 iShares National Muni Bond ETF shares in Q2 2026, an estimated $20.3K.
  • iShares National Muni Bond ETF made up 0.43% of Thompson David Blair's portfolio in Q2 2026, its #71 holding.
  • Thompson David Blair first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Thompson David Blair's iShares National Muni Bond ETF position peaked at $946K in Q4 2025.
  • 1,587 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.