Markowski Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Markowski Investments’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	$129K	Buy	+1,200	New	+$128K	0.03%	148

Other funds holding MUB

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Markowski Investments's MUB Position: Q2 2026 in Review

Markowski Investments opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 1,200 shares worth $129K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings.

1,456 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Markowski Investments held 1,200 shares of iShares National Muni Bond ETF worth $129K as of Q2 2026.
iShares National Muni Bond ETF was a new Markowski Investments position in Q2 2026.
iShares National Muni Bond ETF made up 0.03% of Markowski Investments's portfolio in Q2 2026, its #148 holding.
1,456 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.