Plante Moran Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.5M | Buy |
236,723
+10,701
| +5% | +$1.14M | 1.19% | 8 |
|
|
2026
Q1 | $24M | Sell |
226,022
-11,380
| -5% | -$1.22M | 1.55% | 6 |
|
|
2025
Q4 | $25.4M | Sell |
237,402
-6,044
| -2% | -$647K | 1.61% | 6 |
|
|
2025
Q3 | $25.9M | Sell |
243,446
-17,557
| -7% | -$1.84M | 1.63% | 5 |
|
|
2025
Q2 | $27.3M | Sell |
261,003
-32,329
| -11% | -$3.36M | 1.92% | 5 |
|
|
2025
Q1 | $30.9M | Sell |
293,332
-45,780
| -13% | -$4.87M | 2.66% | 5 |
|
|
2024
Q4 | $36.1M | Sell |
339,112
-37,468
| -10% | -$4.03M | 3% | 5 |
|
|
2024
Q3 | $40.9M | Sell |
376,580
-21,472
| -5% | -$2.31M | 3.49% | 5 |
|
|
2024
Q2 | $42.4M | Sell |
398,052
-26,747
| -6% | -$2.85M | 4.24% | 4 |
|
|
2024
Q1 | $45.7M | Sell |
424,799
-60,158
| -12% | -$6.49M | 4.91% | 4 |
|
|
2023
Q4 | $52.6M | Sell |
484,957
-1,422
| -0.3% | -$149K | 5.5% | 4 |
|
|
2023
Q3 | $49.9M | Sell |
486,379
-14,359
| -3% | -$1.51M | 5.99% | 4 |
|
|
2023
Q2 | $53.4M | Sell |
500,738
-35,115
| -7% | -$3.75M | 6.32% | 4 |
|
|
2023
Q1 | $57.7M | Sell |
535,853
-82,149
| -13% | -$8.78M | 7.89% | 4 |
|
|
2022
Q4 | $65.2M | Buy |
618,002
+16,778
| +3% | +$1.75M | 9.46% | 3 |
|
|
2022
Q3 | $61.7M | Sell |
601,224
-262,999
| -30% | -$28M | 10.56% | 2 |
|
|
2022
Q2 | $91.9M | Buy |
864,223
+863,895
| +263,383% | +$92.2M | 15.36% | 2 |
|
|
2022
Q1 | $36K | Hold |
328
| – | – | 0.01% | 381 |
|
|
2021
Q4 | $38K | Sell |
328
-3,391
| -91% | -$394K | 0.01% | 415 |
|
|
2021
Q3 | $432K | Buy |
3,719
+3,391
| +1,034% | +$398K | 0.1% | 105 |
|
|
2021
Q2 | $38K | Sell |
328
-118
| -26% | -$13.8K | 0.01% | 426 |
|
|
2021
Q1 | $52K | Buy |
446
+118
| +36% | +$13.8K | 0.01% | 357 |
|
|
2020
Q4 | $38K | Hold |
328
| – | – | 0.01% | 403 |
|
|
2020
Q3 | $38K | Hold |
328
| – | – | 0.01% | 371 |
|
|
2020
Q2 | $38K | Hold |
328
| – | – | 0.02% | 326 |
|
|
2020
Q1 | $37K | Sell |
328
-16,179
| -98% | -$1.85M | 0.02% | 303 |
|
|
2019
Q4 | $1.88M | Sell |
16,507
-14,374
| -47% | -$1.64M | 0.65% | 19 |
|
|
2019
Q3 | $3.52M | Buy |
+30,881
| New | +$3.52M | 1.03% | 15 |
|
|
2019
Q1 | – | Sell |
-1,035
| Closed | -$113K | – | 882 |
|
|
2018
Q4 | $113K | Buy |
+1,035
| New | +$111K | 0.04% | 196 |
|
|
2018
Q2 | – | Sell |
-140
| Closed | -$15K | – | 918 |
|
|
2018
Q1 | $15K | Buy |
+140
| New | +$15.3K | 0.01% | 551 |
|
|
2017
Q2 | – | Sell |
-596
| Closed | -$65K | – | 879 |
|
|
2017
Q1 | $65K | Buy |
+596
| New | +$64.6K | 0.04% | 273 |
|
|
2014
Q4 | – | Sell |
-850
| Closed | -$93K | – | 838 |
|
|
2014
Q3 | $93K | Buy |
+850
| New | +$92.7K | 0.08% | 174 |
|
Other funds holding MUB
Plante Moran Financial Advisors's MUB Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 4.7% in Q2 2026, buying an estimated $1.14M and bringing the position to 236,723 shares worth $25.5M. The position accounts for 1.19% of the portfolio, ranked #8.
Plante Moran Financial Advisors first reported a position in MUB in Q3 2014 and has held it in 32 quarters since. The position peaked at $91.9M in Q2 2022. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.
- Plante Moran Financial Advisors held 236,723 shares of iShares National Muni Bond ETF worth $25.5M as of Q2 2026.
- Plante Moran Financial Advisors bought 10,701 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.14M.
- iShares National Muni Bond ETF made up 1.19% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #8 holding.
- Plante Moran Financial Advisors first reported a position in iShares National Muni Bond ETF in Q3 2014 and has held it in 32 quarters since.
- Plante Moran Financial Advisors's iShares National Muni Bond ETF position peaked at $91.9M in Q2 2022.
- 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.