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

Sentinel Pension 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	$666K	Buy	+6,253	New	+$669K	0.09%	79
2025 Q4	–	Sell	-2,062	Closed	-$220K	–	136
2025 Q3	$220K	Buy	+2,062	New	+$216K	0.04%	119
2024 Q3	–	Sell	-2,030	Closed	-$216K	–	114
2024 Q2	$216K	Buy	2,030 +14	+0.7%	+$1.49K	0.04%	101
2024 Q1	$217K	Buy	2,016 +10	+0.5%	+$1.08K	0.05%	100
2023 Q4	$218K	Sell	2,006 -2,375	-54%	-$248K	0.05%	92
2023 Q3	$449K	Sell	4,381 -289	-6%	-$30.5K	0.11%	65
2023 Q2	$498K	Sell	4,670 -117	-2%	-$12.5K	0.12%	64
2023 Q1	$518K	Buy	4,787 +11	+0.2%	+$1.18K	0.13%	62
2022 Q4	$504K	Buy	4,776 +19	+0.4%	+$1.98K	0.16%	56
2022 Q3	$488K	Buy	4,757 +12	+0.3%	+$1.28K	0.17%	57
2022 Q2	$505K	Buy	4,745 +11	+0.2%	+$1.17K	0.17%	59
2022 Q1	$519K	Buy	4,734 +7	+0.1%	+$790	0.18%	56
2021 Q4	$550K	Buy	4,727 +98	+2%	+$11.4K	0.17%	60
2021 Q3	$538K	Buy	4,629 +10	+0.2%	+$1.17K	0.18%	56
2021 Q2	$541K	Buy	4,619 +11	+0.2%	+$1.28K	0.19%	55
2021 Q1	$535K	Buy	4,608 +7	+0.2%	+$816	0.2%	48
2020 Q4	$539K	Buy	4,601 +16	+0.3%	+$1.86K	0.2%	49
2020 Q3	$532K	Buy	4,585 +11	+0.2%	+$1.28K	0.21%	52
2020 Q2	$528K	Buy	4,574 +14	+0.3%	+$1.59K	0.22%	48
2020 Q1	$515K	Sell	4,560 -3,602	-44%	-$411K	0.25%	49
2019 Q4	$930K	Buy	+8,162	New	+$930K	0.6%	30

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

Sentinel Pension Advisors's MUB Position: Q2 2026 in Review

Sentinel Pension Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 6,253 shares worth $666K. The stake represents 0.09% of the portfolio and ranks #79 among its holdings. This is a return to the name: Sentinel Pension Advisors previously reported a position in MUB as recently as Q3 2025.

Sentinel Pension Advisors first reported a position in MUB in Q4 2019 and has held it in 21 quarters since. The position peaked at $930K in Q4 2019. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sentinel Pension Advisors held 6,253 shares of iShares National Muni Bond ETF worth $666K as of Q2 2026.
iShares National Muni Bond ETF was a new Sentinel Pension Advisors position in Q2 2026.
iShares National Muni Bond ETF made up 0.09% of Sentinel Pension Advisors's portfolio in Q2 2026, its #79 holding.
Sentinel Pension Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 21 quarters since.
Sentinel Pension Advisors's iShares National Muni Bond ETF position peaked at $930K in Q4 2019.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.