Plum Street 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
$2.98M Buy
27,699
+399
+1% +$42.7K 0.95% 25
2026
Q1
$2.9M Buy
27,300
+190
+0.7% +$20.4K 1% 24
2025
Q4
$2.9M Buy
27,110
+4,187
+18% +$448K 1.03% 24
2025
Q3
$2.44M Buy
22,923
+819
+4% +$85.7K 0.94% 25
2025
Q2
$2.31M Buy
22,104
+612
+3% +$63.6K 1.02% 24
2025
Q1
$2.27M Buy
21,492
+862
+4% +$91.7K 1.09% 22
2024
Q4
$2.2M Sell
20,630
-153
-0.7% -$16.4K 1.09% 23
2024
Q3
$2.26M Buy
20,783
+1,812
+10% +$195K 1.14% 20
2024
Q2
$2.02M Sell
18,971
-1,812
-9% -$193K 1.18% 19
2024
Q1
$2.26M Buy
20,783
+6,720
+48% +$725K 1.14% 20
2023
Q4
$1.52M Buy
+14,063
New +$1.47M 1.02% 25

Other funds holding MUB

Plum Street Advisors's MUB Position: Q2 2026 in Review

Plum Street Advisors increased its iShares National Muni Bond ETF (MUB) stake by 1.5% in Q2 2026, buying an estimated $42.7K and bringing the position to 27,699 shares worth $2.98M. The position accounts for 0.95% of the portfolio, ranked #25.

Plum Street Advisors first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Plum Street Advisors held 27,699 shares of iShares National Muni Bond ETF worth $2.98M as of Q2 2026.
  • Plum Street Advisors bought 399 iShares National Muni Bond ETF shares in Q2 2026, an estimated $42.7K.
  • iShares National Muni Bond ETF made up 0.95% of Plum Street Advisors's portfolio in Q2 2026, its #25 holding.
  • Plum Street Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.