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Sharkey, Howes & Javer’s iShares National Muni Bond ETF MUB Stock Holding History

Sharkey, Howes & Javer’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 		$3.48M Buy
32,328
+2,249
+7% +$241K 0.42% 36
2026
Q1 		$3.19M Buy
30,079
+1,491
+5% +$160K 0.43% 38
2025
Q4 		$3.06M Buy
28,588
+5,759
+25% +$617K 0.39% 43
2025
Q3 		$2.43M Buy
22,829
+903
+4% +$94.5K 0.31% 53
2025
Q2 		$2.29M Buy
21,926
+2,108
+11% +$219K 0.31% 60
2025
Q1 		$2.09M Sell
19,818
-3,001
-13% -$319K 0.3% 62
2024
Q4 		$2.43M Buy
22,819
+4,891
+27% +$525K 0.34% 55
2024
Q3 		$1.95M Buy
17,928
+184
+1% +$19.8K 0.28% 59
2024
Q2 		$1.89M Sell
17,744
-11,472
-39% -$1.22M 0.31% 49
2024
Q1 		$3.14M Sell
29,216
-798
-3% -$86.1K 0.51% 33
2023
Q4 		$3.25M Buy
30,014
+10,214
+52% +$1.07M 0.57% 29
2023
Q3 		$2.03M Buy
19,800
+3,508
+22% +$370K 0.39% 43
2023
Q2 		$1.74M Sell
16,292
-9,479
-37% -$1.01M 0.33% 44
2023
Q1 		$2.78M Sell
25,771
-23,885
-48% -$2.55M 0.6% 29
2022
Q4 		$5.24M Sell
49,656
-100,454
-67% -$10.5M 1.2% 18
2022
Q3 		$15.4M Buy
+150,110
New +$16M 3.36% 7

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

Sharkey, Howes & Javer's MUB Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares National Muni Bond ETF (MUB) stake by 7.5% in Q2 2026, buying an estimated $241K and bringing the position to 32,328 shares worth $3.48M. The position accounts for 0.42% of the portfolio, ranked #36.

Sharkey, Howes & Javer first reported a position in MUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.4M in Q3 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Sharkey, Howes & Javer held 32,328 shares of iShares National Muni Bond ETF worth $3.48M as of Q2 2026.
  • Sharkey, Howes & Javer bought 2,249 iShares National Muni Bond ETF shares in Q2 2026, an estimated $241K.
  • iShares National Muni Bond ETF made up 0.42% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #36 holding.
  • Sharkey, Howes & Javer first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Sharkey, Howes & Javer's iShares National Muni Bond ETF position peaked at $15.4M in Q3 2022.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.