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Salomon & Ludwin’s iShares National Muni Bond ETF MUB Stock Holding History

Salomon & Ludwin’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 		$27.3M Buy
253,804
+12,487
+5% +$1.34M 2.25% 11
2026
Q1 		$26M Buy
241,317
+25,972
+12% +$2.79M 2.32% 11
2025
Q4 		$23.1M Buy
215,345
+15,365
+8% +$1.65M 2.04% 14
2025
Q3 		$21.3M Sell
199,980
-43,476
-18% -$4.55M 1.91% 15
2025
Q2 		$25.4M Buy
243,456
+6,255
+3% +$650K 2.51% 12
2025
Q1 		$25M Buy
237,201
+10,221
+5% +$1.09M 2.67% 9
2024
Q4 		$24.2M Buy
226,980
+12,220
+6% +$1.31M 2.56% 11
2024
Q3 		$23.5M Buy
214,760
+27,450
+15% +$2.96M 2.39% 13
2024
Q2 		$20M Buy
187,310
+21,037
+13% +$2.24M 2.23% 14
2024
Q1 		$17.9M Buy
166,273
+6,473
+4% +$698K 1.54% 21
2023
Q4 		$16.4M Hold
159,800
– – 1.71% 20
2023
Q3 		$16.4M Buy
159,800
+58,020
+57% +$6.12M 1.71% 20
2023
Q2 		$10.9M Buy
101,780
+98,113
+2,676% +$10.5M 1.16% 26
2023
Q1 		$395K Buy
3,667
+1,100
+43% +$118K 0.05% 124
2022
Q4 		$271K Buy
+2,567
New +$268K 0.03% 143

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Salomon & Ludwin's MUB Position: Q2 2026 in Review

Salomon & Ludwin increased its iShares National Muni Bond ETF (MUB) stake by 5.2% in Q2 2026, buying an estimated $1.34M and bringing the position to 253,804 shares worth $27.3M. The position accounts for 2.25% of the portfolio, ranked #11.

Salomon & Ludwin first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Salomon & Ludwin held 253,804 shares of iShares National Muni Bond ETF worth $27.3M as of Q2 2026.
  • Salomon & Ludwin bought 12,487 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.34M.
  • iShares National Muni Bond ETF made up 2.25% of Salomon & Ludwin's portfolio in Q2 2026, its #11 holding.
  • Salomon & Ludwin first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.