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

Per Stirling 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	$209K	Buy	+1,940	New	+$207K	0.02%	324
2026 Q1	–	Sell	-21,096	Closed	-$2.26M	–	318
2025 Q4	$2.26M	Buy	21,096 +206	+1%	+$22.1K	0.25%	73
2025 Q3	$2.22M	Sell	20,890 -99	-0.5%	-$10.4K	0.27%	71
2025 Q2	$2.19M	Hold	20,989	–	–	0.29%	71
2025 Q1	$2.21M	Sell	20,989 -10,752	-34%	-$1.14M	0.32%	70
2024 Q4	$3.38M	Sell	31,741 -20,670	-39%	-$2.22M	0.48%	55
2024 Q3	$5.69M	Buy	52,411 +385	+0.7%	+$41.5K	0.79%	38
2024 Q2	$5.54M	Buy	52,026 +86	+0.2%	+$9.16K	0.89%	34
2024 Q1	$5.59M	Hold	51,940	–	–	0.93%	32
2023 Q4	$5.63M	Buy	51,940 +113	+0.2%	+$11.8K	1.03%	31
2023 Q3	$5.31M	Buy	51,827 +7	+0%	+$738	1.1%	28
2023 Q2	$5.53M	Hold	51,820	–	–	1.13%	27
2023 Q1	$5.58M	Buy	+51,820	New	+$5.54M	1.2%	24

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

Per Stirling Capital Management's MUB Position: Q2 2026 in Review

Per Stirling Capital Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 1,940 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #324 among its holdings. This is a return to the name: Per Stirling Capital Management previously reported a position in MUB as recently as Q4 2025.

Per Stirling Capital Management first reported a position in MUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.69M in Q3 2024. 1,644 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Per Stirling Capital Management held 1,940 shares of iShares National Muni Bond ETF worth $209K as of Q2 2026.
iShares National Muni Bond ETF was a new Per Stirling Capital Management position in Q2 2026.
iShares National Muni Bond ETF made up 0.02% of Per Stirling Capital Management's portfolio in Q2 2026, its #324 holding.
Per Stirling Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Per Stirling Capital Management's iShares National Muni Bond ETF position peaked at $5.69M in Q3 2024.
1,644 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.