Shufro Rose & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Shufro Rose & Co’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	$272K	Sell	2,523 -168	-6%	-$18K	0.02%	259
2026 Q1	$286K	Buy	+2,691	New	+$289K	0.02%	241
2024 Q1	–	Sell	-2,301	Closed	-$236K	–	329
2023 Q4	$236K	Hold	2,301	–	–	0.02%	248
2023 Q3	$236K	Buy	2,301 +107	+5%	+$11.3K	0.02%	248
2023 Q2	$234K	Buy	+2,194	New	+$235K	0.02%	253
2023 Q1	–	Sell	-4,678	Closed	-$494K	–	340
2022 Q4	$494K	Buy	+4,678	New	+$488K	0.04%	171
2022 Q3	–	Sell	-4,122	Closed	-$438K	–	339
2022 Q2	$438K	Buy	+4,122	New	+$440K	0.04%	185

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

Shufro Rose & Co's MUB Position: Q2 2026 in Review

Shufro Rose & Co reduced its iShares National Muni Bond ETF (MUB) stake by 6.2% in Q2 2026, selling an estimated $18K and leaving 2,523 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #259.

Shufro Rose & Co first reported a position in MUB in Q2 2022 and has held it in 7 quarters since. The position peaked at $494K in Q4 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Shufro Rose & Co held 2,523 shares of iShares National Muni Bond ETF worth $272K as of Q2 2026.
Shufro Rose & Co sold 168 iShares National Muni Bond ETF shares in Q2 2026, an estimated $18K.
iShares National Muni Bond ETF made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #259 holding.
Shufro Rose & Co first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 7 quarters since.
Shufro Rose & Co's iShares National Muni Bond ETF position peaked at $494K in Q4 2022.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.