Parsons Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Parsons Capital 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	$687K	Buy	6,384 +2,100	+49%	+$225K	0.03%	333
2026 Q1	$455K	Buy	4,284 +1,512	+55%	+$163K	0.02%	357
2025 Q4	$297K	Hold	2,772	–	–	0.02%	394
2025 Q3	$295K	Hold	2,772	–	–	0.02%	387
2025 Q2	$290K	Hold	2,772	–	–	0.02%	377
2025 Q1	$292K	Hold	2,772	–	–	0.02%	373
2024 Q4	$295K	Buy	+2,772	New	+$298K	0.02%	377
2020 Q1	–	Sell	-8,202	Closed	-$934K	–	341
2019 Q4	$934K	Buy	8,202 +100	+1%	+$11.4K	0.09%	186
2019 Q3	$924K	Hold	8,102	–	–	0.1%	187
2019 Q2	$916K	Sell	8,102 -50	-0.6%	-$5.6K	0.1%	187
2019 Q1	$906K	Sell	8,152 -275	-3%	-$30.2K	0.1%	186
2018 Q4	$919K	Sell	8,427 -375	-4%	-$40.4K	0.11%	171
2018 Q3	$950K	Sell	8,802 -50	-0.6%	-$5.43K	0.1%	185
2018 Q2	$965K	Sell	8,852 -350	-4%	-$38K	0.11%	179
2018 Q1	$1M	Buy	9,202 +35	+0.4%	+$3.82K	0.12%	172
2017 Q4	$1.01M	Buy	9,167 +380	+4%	+$42.1K	0.11%	173
2017 Q3	$974K	Sell	8,787 -25	-0.3%	-$2.77K	0.11%	176
2017 Q2	$970K	Sell	8,812 -75	-0.8%	-$8.25K	0.12%	172
2017 Q1	$968K	Sell	8,887 -200	-2%	-$21.7K	0.12%	164
2016 Q4	$983K	Sell	9,087 -900	-9%	-$98.5K	0.13%	159
2016 Q3	$1.13M	Buy	9,987 +185	+2%	+$21K	0.15%	149
2016 Q2	$1.12M	Buy	9,802 +310	+3%	+$34.9K	0.15%	148
2016 Q1	$1.06M	Sell	9,492 -235	-2%	-$26.2K	0.15%	158
2015 Q4	$1.08M	Buy	9,727 +440	+5%	+$48.3K	0.15%	155
2015 Q3	$1.02M	Hold	9,287	–	–	0.15%	158
2015 Q2	$1M	Sell	9,287 -488	-5%	-$53.2K	0.13%	169
2015 Q1	$1.08M	Buy	+9,775	New	+$1.08M	0.15%	150

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 22.96% 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

Parsons Capital Management's MUB Position: Q2 2026 in Review

Parsons Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 49% in Q2 2026, buying an estimated $225K and bringing the position to 6,384 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #333.

Parsons Capital Management first reported a position in MUB in Q1 2015 and has held it in 27 quarters since. The position peaked at $1.13M in Q3 2016. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Parsons Capital Management held 6,384 shares of iShares National Muni Bond ETF worth $687K as of Q2 2026.
Parsons Capital Management bought 2,100 iShares National Muni Bond ETF shares in Q2 2026, an estimated $225K.
iShares National Muni Bond ETF made up 0.03% of Parsons Capital Management's portfolio in Q2 2026, its #333 holding.
Parsons Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2015 and has held it in 27 quarters since.
Parsons Capital Management's iShares National Muni Bond ETF position peaked at $1.13M in Q3 2016.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.