SCS Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

SCS Capital Management’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	$13M	Sell	120,842 -14,832	-11%	-$1.59M	0.12%	102
2026 Q1	$14.4M	Sell	135,674 -18,472	-12%	-$1.99M	0.15%	86
2025 Q4	$16.5M	Sell	154,146 -2,482	-2%	-$266K	0.17%	75
2025 Q3	$16.7M	Sell	156,628 -19,929	-11%	-$2.09M	0.18%	73
2025 Q2	$18.4M	Sell	176,557 -9,626	-5%	-$1M	0.2%	67
2025 Q1	$19.6M	Buy	+186,183	New	+$19.8M	0.25%	56

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

SCS Capital Management's MUB Position: Q2 2026 in Review

SCS Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, selling an estimated $1.59M and leaving 120,842 shares worth $13M. The position accounts for 0.12% of the portfolio, ranked #102.

SCS Capital Management first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.6M in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

SCS Capital Management held 120,842 shares of iShares National Muni Bond ETF worth $13M as of Q2 2026.
SCS Capital Management sold 14,832 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.59M.
iShares National Muni Bond ETF made up 0.12% of SCS Capital Management's portfolio in Q2 2026, its #102 holding.
SCS Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's iShares National Muni Bond ETF position peaked at $19.6M in Q1 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.