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

SeaBridge Investment 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	$584K	Hold	5,425	–	–	0.08%	138
2026 Q1	$576K	Sell	5,425 -2,336	-30%	-$251K	0.1%	128
2025 Q4	$831K	Buy	7,761 +8	+0.1%	+$857	0.14%	115
2025 Q3	$826K	Sell	7,753 -127	-2%	-$13.3K	0.13%	109
2025 Q2	$823K	Sell	7,880 -3,248	-29%	-$338K	0.15%	113
2025 Q1	$1.17M	Sell	11,128 -3,700	-25%	-$393K	0.25%	100
2024 Q4	$1.58M	Buy	+14,828	New	+$1.59M	0.33%	85

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SeaBridge Investment Advisors's MUB Position: Q2 2026 in Review

SeaBridge Investment Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 5,425 shares worth $584K. The position accounts for 0.08% of the portfolio, ranked #138.

SeaBridge Investment Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2024. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

SeaBridge Investment Advisors held 5,425 shares of iShares National Muni Bond ETF worth $584K as of Q2 2026.
SeaBridge Investment Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.08% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #138 holding.
SeaBridge Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
SeaBridge Investment Advisors's iShares National Muni Bond ETF position peaked at $1.58M in Q4 2024.
1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.