Relyea Zuckerberg Hanson’s iShares National Muni Bond ETF MUB Stock Holding History

Relyea Zuckerberg Hanson’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	$306K	Hold	2,847	–	–	0.03%	239
2026 Q1	$302K	Hold	2,847	–	–	0.03%	212
2025 Q4	$305K	Sell	2,847 -235	-8%	-$25.2K	0.03%	212
2025 Q3	$328K	Sell	3,082 -470	-13%	-$49.2K	0.03%	204
2025 Q2	$371K	Hold	3,552	–	–	0.04%	191
2025 Q1	$375K	Hold	3,552	–	–	0.05%	182
2024 Q4	$378K	Hold	3,552	–	–	0.05%	178
2024 Q3	$386K	Hold	3,552	–	–	0.06%	166
2024 Q2	$378K	Hold	3,552	–	–	0.06%	153
2024 Q1	$382K	Sell	3,552 -928	-21%	-$100K	0.07%	149
2023 Q4	$486K	Buy	+4,480	New	+$468K	0.09%	119

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

Relyea Zuckerberg Hanson's MUB Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,847 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #239.

Relyea Zuckerberg Hanson first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $486K in Q4 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Relyea Zuckerberg Hanson held 2,847 shares of iShares National Muni Bond ETF worth $306K as of Q2 2026.
Relyea Zuckerberg Hanson left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.03% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #239 holding.
Relyea Zuckerberg Hanson first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Relyea Zuckerberg Hanson's iShares National Muni Bond ETF position peaked at $486K in Q4 2023.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.