Sanctuary Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Sanctuary Advisors’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	$39.3M	Buy	364,746 +24,769	+7%	+$2.65M	0.18%	112
2026 Q1	$36.1M	Buy	339,977 +64	+0%	+$6.88K	0.2%	111
2025 Q4	$36.4M	Buy	339,913 +32,946	+11%	+$3.53M	0.2%	96
2025 Q3	$32.7M	Sell	306,967 -37,060	-11%	-$3.88M	0.19%	109
2025 Q2	$35.9M	Buy	344,027 +13,477	+4%	+$1.4M	0.22%	94
2025 Q1	$34.9M	Sell	330,550 -14,807	-4%	-$1.57M	0.25%	83
2024 Q4	$36.9M	Sell	345,357 -22,023	-6%	-$2.37M	0.23%	86
2024 Q3	$39.5M	Buy	367,380 +88,623	+32%	+$9.55M	0.25%	78
2024 Q2	$29.6M	Buy	+278,757	New	+$29.7M	0.21%	96

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

Sanctuary Advisors's MUB Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares National Muni Bond ETF (MUB) stake by 7.3% in Q2 2026, buying an estimated $2.65M and bringing the position to 364,746 shares worth $39.3M. The position accounts for 0.18% of the portfolio, ranked #112.

Sanctuary Advisors first reported a position in MUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $39.5M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sanctuary Advisors held 364,746 shares of iShares National Muni Bond ETF worth $39.3M as of Q2 2026.
Sanctuary Advisors bought 24,769 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.65M.
iShares National Muni Bond ETF made up 0.18% of Sanctuary Advisors's portfolio in Q2 2026, its #112 holding.
Sanctuary Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares National Muni Bond ETF position peaked at $39.5M in Q3 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.