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

Sandy Cove 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	$397K	Sell	3,693 -15	-0.4%	-$1.6K	0.1%	107
2026 Q1	$394K	Buy	3,708 +19	+0.5%	+$2.04K	0.12%	93
2025 Q4	$395K	Buy	3,689 +670	+22%	+$71.7K	0.12%	97
2025 Q3	$321K	Buy	+3,019	New	+$316K	0.1%	105
2024 Q1	–	Sell	-16,817	Closed	-$1.82M	–	129
2023 Q4	$1.82M	Buy	16,817 +159	+1%	+$16.6K	0.93%	20
2023 Q3	$1.71M	Buy	16,658 +112	+0.7%	+$11.8K	0.99%	20
2023 Q2	$1.77M	Buy	+16,546	New	+$1.77M	1.01%	19

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

Sandy Cove Advisors's MUB Position: Q2 2026 in Review

Sandy Cove Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.4% in Q2 2026, selling an estimated $1.6K and leaving 3,693 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #107.

Sandy Cove Advisors first reported a position in MUB in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.82M in Q4 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sandy Cove Advisors held 3,693 shares of iShares National Muni Bond ETF worth $397K as of Q2 2026.
Sandy Cove Advisors sold 15 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.6K.
iShares National Muni Bond ETF made up 0.1% of Sandy Cove Advisors's portfolio in Q2 2026, its #107 holding.
Sandy Cove Advisors first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 7 quarters since.
Sandy Cove Advisors's iShares National Muni Bond ETF position peaked at $1.82M in Q4 2023.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.