Princeton Global Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Princeton Global Asset 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	$179K	Buy	1,661 +404	+32%	+$43.2K	0.03%	233
2026 Q1	$133K	Hold	1,257	–	–	0.02%	246
2025 Q4	$135K	Buy	1,257 +97	+8%	+$10.4K	0.02%	237
2025 Q3	$123K	Buy	1,160 +1	+0.1%	+$105	0.02%	236
2025 Q2	$121K	Buy	1,159 +1,041	+882%	+$108K	0.02%	226
2025 Q1	$12.4K	Sell	118 -434	-79%	-$46.2K	﹤0.01%	444
2024 Q4	$58.8K	Buy	552 +1	+0.2%	+$107	0.01%	294
2024 Q3	$59.8K	Buy	551 +1	+0.2%	+$108	0.01%	294
2024 Q2	$58.6K	Buy	550 +1	+0.2%	+$107	0.01%	271
2024 Q1	$59.1K	Hold	549	–	–	0.01%	245
2023 Q4	$59.5K	Sell	549 -4	-0.7%	-$418	0.02%	238
2023 Q3	$56.7K	Buy	553 +1	+0.2%	+$105	0.02%	239
2023 Q2	$58.9K	Sell	552 -339	-38%	-$36.2K	0.02%	242
2023 Q1	$96K	Buy	891 +551	+162%	+$58.9K	0.03%	208
2022 Q4	$36K	Hold	340	–	–	0.01%	268
2022 Q3	$35K	Hold	340	–	–	0.01%	268
2022 Q2	$36K	Sell	340 -30	-8%	-$3.2K	0.01%	276
2022 Q1	$41K	Hold	370	–	–	0.01%	282
2021 Q4	$43K	Sell	370 -325	-47%	-$37.7K	0.01%	266
2021 Q3	$81K	Hold	695	–	–	0.02%	222
2021 Q2	$81K	Sell	695 -170	-20%	-$19.9K	0.02%	218
2021 Q1	$100K	Buy	865 +295	+52%	+$34.4K	0.03%	198
2020 Q4	$67K	Buy	+570	New	+$66.2K	0.02%	220
2020 Q3	–	Sell	-5,797	Closed	-$669K	–	504
2020 Q2	$669K	Buy	5,797 +2,975	+105%	+$338K	0.21%	120
2020 Q1	$319K	Buy	+2,822	New	+$322K	0.14%	134

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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Princeton Global Asset Management's MUB Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares National Muni Bond ETF (MUB) stake by 32% in Q2 2026, buying an estimated $43.2K and bringing the position to 1,661 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #233.

Princeton Global Asset Management first reported a position in MUB in Q1 2020 and has held it in 25 quarters since. The position peaked at $669K in Q2 2020. 362 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Princeton Global Asset Management held 1,661 shares of iShares National Muni Bond ETF worth $179K as of Q2 2026.
Princeton Global Asset Management bought 404 iShares National Muni Bond ETF shares in Q2 2026, an estimated $43.2K.
iShares National Muni Bond ETF made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #233 holding.
Princeton Global Asset Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
Princeton Global Asset Management's iShares National Muni Bond ETF position peaked at $669K in Q2 2020.
362 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.