Proffitt & Goodson’s iShares National Muni Bond ETF MUB Stock Holding History

Proffitt & Goodson’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	$349K	Buy	+3,240	New	+$347K	0.05%	111
2024 Q4	–	Sell	-1,300	Closed	-$141K	–	291
2024 Q3	$141K	Hold	1,300	–	–	0.02%	118
2024 Q2	$139K	Hold	1,300	–	–	0.02%	119
2024 Q1	$140K	Buy	+1,300	New	+$140K	0.02%	117
2022 Q2	–	Sell	-36,140	Closed	-$3.96M	–	273
2022 Q1	$3.96M	Buy	36,140 +20,078	+125%	+$2.27M	0.72%	22
2021 Q4	$1.87M	Buy	+16,062	New	+$1.86M	0.33%	34

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

Proffitt & Goodson's MUB Position: Q2 2026 in Review

Proffitt & Goodson opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 3,240 shares worth $349K. The stake represents 0.05% of the portfolio and ranks #111 among its holdings. This is a return to the name: Proffitt & Goodson previously reported a position in MUB as recently as Q3 2024.

Proffitt & Goodson first reported a position in MUB in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.96M in Q1 2022. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Proffitt & Goodson held 3,240 shares of iShares National Muni Bond ETF worth $349K as of Q2 2026.
iShares National Muni Bond ETF was a new Proffitt & Goodson position in Q2 2026.
iShares National Muni Bond ETF made up 0.05% of Proffitt & Goodson's portfolio in Q2 2026, its #111 holding.
Proffitt & Goodson first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 6 quarters since.
Proffitt & Goodson's iShares National Muni Bond ETF position peaked at $3.96M in Q1 2022.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.