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SeaCrest Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

SeaCrest Wealth 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 		– Sell
-4,998
Closed -$531K – 624
2026
Q1 		$531K Sell
4,998
-1,203
-19% -$129K 0.06% 311
2025
Q4 		$668K Hold
6,201
– – 0.07% 255
2025
Q3 		$661K Sell
6,201
-473
-7% -$49.5K 0.07% 257
2025
Q2 		$697K Sell
6,674
-180
-3% -$18.7K 0.08% 241
2025
Q1 		$723K Hold
6,854
– – 0.08% 243
2024
Q4 		$730K Buy
6,854
+21
+0.3% +$2.26K 0.08% 242
2024
Q3 		$742K Hold
6,833
– – 0.08% 247
2024
Q2 		$728K Buy
6,833
+331
+5% +$35.3K 0.08% 234
2024
Q1 		$700K Sell
6,502
-249
-4% -$26.9K 0.09% 243
2023
Q4 		$730K Buy
6,751
+137
+2% +$14.3K 0.09% 231
2023
Q3 		$678K Buy
6,614
+112
+2% +$11.8K 0.09% 240
2023
Q2 		$694K Hold
6,502
– – 0.09% 238
2023
Q1 		$701K Hold
6,502
– – 0.09% 241
2022
Q4 		$686K Sell
6,502
-630
-9% -$65.7K 0.1% 240
2022
Q3 		$732K Buy
7,132
+300
+4% +$31.9K 0.11% 198
2022
Q2 		$727K Buy
6,832
+109
+2% +$11.6K 0.09% 225
2022
Q1 		$737K Hold
6,723
– – 0.08% 248
2021
Q4 		$782K Buy
6,723
+288
+4% +$33.4K 0.09% 232
2021
Q3 		$748K Sell
6,435
-179
-3% -$21K 0.09% 234
2021
Q2 		$775K Buy
6,614
+1
+0% +$117 0.09% 234
2021
Q1 		$767K Buy
6,613
+1
+0% +$117 0.1% 215
2020
Q4 		$775K Buy
6,612
+2
+0% +$232 0.11% 208
2020
Q3 		$766K Buy
6,610
+1
+0% +$116 0.12% 184
2020
Q2 		$763K Buy
6,609
+1
+0% +$114 0.13% 176
2020
Q1 		$747K Buy
6,608
+1
+0% +$114 0.16% 141
2019
Q4 		$753K Hold
6,607
– – 0.13% 187
2019
Q3 		$754K Hold
6,607
– – 0.14% 185
2019
Q2 		$747K Hold
6,607
– – 0.15% 165
2019
Q1 		$735K Buy
6,607
+224
+4% +$24.6K 0.13% 164
2018
Q4 		$696K Buy
6,383
+449
+8% +$48.3K 0.14% 154
2018
Q3 		$641K Buy
+5,934
New +$645K 0.11% 199

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

SeaCrest Wealth Management's MUB Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 4,998 shares — an estimated $531K sold.

SeaCrest Wealth Management first reported a position in MUB in Q3 2018 and held it in 31 quarters. The position peaked at $782K in Q4 2021. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 4,998 iShares National Muni Bond ETF shares in Q2 2026, an estimated $531K.
  • SeaCrest Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2018 and held it in 31 quarters.
  • SeaCrest Wealth Management's iShares National Muni Bond ETF position peaked at $782K in Q4 2021.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.