Orrstown Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Orrstown Financial Services’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	$1.27M	Buy	11,822 +634	+6%	+$67.8K	0.19%	51
2026 Q1	$1.19M	Buy	11,188 +804	+8%	+$86.4K	0.2%	50
2025 Q4	$1.11M	Buy	10,384 +2,589	+33%	+$277K	0.19%	56
2025 Q3	$830K	Buy	7,795 +5,009	+180%	+$524K	0.14%	71
2025 Q2	$291K	Buy	+2,786	New	+$290K	0.06%	118
2025 Q1	–	Sell	-2,735	Closed	-$291K	–	135
2024 Q4	$291K	Buy	+2,735	New	+$294K	0.08%	121

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Orrstown Financial Services's MUB Position: Q2 2026 in Review

Orrstown Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 5.7% in Q2 2026, buying an estimated $67.8K and bringing the position to 11,822 shares worth $1.27M. The position accounts for 0.19% of the portfolio, ranked #51.

Orrstown Financial Services first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Orrstown Financial Services held 11,822 shares of iShares National Muni Bond ETF worth $1.27M as of Q2 2026.
Orrstown Financial Services bought 634 iShares National Muni Bond ETF shares in Q2 2026, an estimated $67.8K.
iShares National Muni Bond ETF made up 0.19% of Orrstown Financial Services's portfolio in Q2 2026, its #51 holding.
Orrstown Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.