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Orin Green Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Orin Green Financial’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 		$9.1M Buy
84,531
+112
+0.1% +$12K 3.36% 9
2026
Q1 		$8.96M Sell
84,419
-4,576
-5% -$492K 3.68% 8
2025
Q4 		$9.53M Sell
88,995
-3,892
-4% -$417K 3.81% 6
2025
Q3 		$9.89M Sell
92,887
-4,474
-5% -$468K 3.95% 6
2025
Q2 		$10.2M Sell
97,361
-16,586
-15% -$1.72M 4.31% 6
2025
Q1 		$11.7M Buy
+113,947
New +$12.1M 5.53% 6
2024
Q4 		– Sell
-117,590
Closed -$12.6M – 6
2024
Q3 		$12.8M Buy
117,590
+3,561
+3% +$384K 5.51% 6
2024
Q2 		$12.1M Buy
+114,029
New +$12.1M 5.6% 6
2024
Q1 		– Sell
-96,382
Closed -$10.4M – 6
2023
Q4 		$10.4M Sell
96,382
-1,682
-2% -$176K 5.15% 6
2023
Q3 		$10.1M Buy
98,064
+3,106
+3% +$328K 5.58% 5
2023
Q2 		$10.1M Buy
94,958
+2,380
+3% +$254K 5.3% 6
2023
Q1 		$9.97M Buy
92,578
+3,429
+4% +$366K 5.4% 6
2022
Q4 		$9.41M Sell
89,149
-3,327
-4% -$347K 5.52% 5
2022
Q3 		$9.48M Buy
92,476
+14,077
+18% +$1.5M 6.16% 4
2022
Q2 		$8.39M Buy
78,399
+67,845
+643% +$7.24M 5.24% 7
2022
Q1 		$1.16M Sell
10,554
-112
-1% -$12.6K 0.76% 24
2021
Q4 		$1.2M Buy
10,666
+553
+5% +$64.2K 0.87% 22
2021
Q3 		$1.18M Buy
10,113
+285
+3% +$33.4K 0.82% 25
2021
Q2 		$1.15M Buy
9,828
+3,817
+64% +$446K 0.81% 24
2021
Q1 		$698K Sell
6,011
-2,128
-26% -$248K 0.57% 34
2020
Q4 		$954K Buy
+8,139
New +$945K 0.76% 27

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Orin Green Financial's MUB Position: Q2 2026 in Review

Orin Green Financial increased its iShares National Muni Bond ETF (MUB) stake by 0.13% in Q2 2026, buying an estimated $12K and bringing the position to 84,531 shares worth $9.1M. The position accounts for 3.36% of the portfolio, ranked #9.

Orin Green Financial first reported a position in MUB in Q4 2020 and has held it in 21 quarters since. The position peaked at $12.8M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Orin Green Financial held 84,531 shares of iShares National Muni Bond ETF worth $9.1M as of Q2 2026.
  • Orin Green Financial bought 112 iShares National Muni Bond ETF shares in Q2 2026, an estimated $12K.
  • iShares National Muni Bond ETF made up 3.36% of Orin Green Financial's portfolio in Q2 2026, its #9 holding.
  • Orin Green Financial first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's iShares National Muni Bond ETF position peaked at $12.8M in Q3 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.