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Sigma Investment Counselors’s iShares National Muni Bond ETF MUB Stock Holding History

Sigma Investment Counselors’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
Q1 		$346K Sell
3,264
-1,170
-26% -$126K 0.02% 153
2025
Q4 		$475K Hold
4,434
– – 0.02% 135
2025
Q3 		$472K Sell
4,434
-2,681
-38% -$281K 0.02% 135
2025
Q2 		$743K Sell
7,115
-143
-2% -$14.9K 0.04% 114
2025
Q1 		$765K Sell
7,258
-115
-2% -$12.2K 0.05% 112
2024
Q4 		$786K Hold
7,373
– – 0.05% 115
2024
Q3 		$801K Sell
7,373
-400
-5% -$43.1K 0.05% 109
2024
Q2 		$828K Hold
7,773
– – 0.05% 109
2024
Q1 		$836K Sell
7,773
-119
-2% -$12.8K 0.05% 109
2023
Q4 		$856K Buy
7,892
+4,888
+163% +$511K 0.06% 105
2023
Q3 		$308K Buy
3,004
+60
+2% +$6.33K 0.02% 159
2023
Q2 		$314K Buy
2,944
+185
+7% +$19.8K 0.02% 156
2023
Q1 		$297K Buy
2,759
+45
+2% +$4.81K 0.02% 160
2022
Q4 		$286K Buy
2,714
+190
+8% +$19.8K 0.02% 154
2022
Q3 		$259K Sell
2,524
-642
-20% -$68.3K 0.02% 155
2022
Q2 		$337K Sell
3,166
-2,134
-40% -$228K 0.03% 140
2022
Q1 		$581K Sell
5,300
-250
-5% -$28.2K 0.04% 122
2021
Q4 		$645K Buy
5,550
+2,630
+90% +$305K 0.05% 117
2021
Q3 		$339K Buy
2,920
+650
+29% +$76.2K 0.03% 143
2021
Q2 		$266K Buy
+2,270
New +$265K 0.02% 160
2020
Q2 		– Sell
-4,200
Closed -$475K – 157
2020
Q1 		$475K Buy
+4,200
New +$479K 0.06% 103
2018
Q4 		– Sell
-8,090
Closed -$873K – 152
2018
Q3 		$873K Sell
8,090
-895
-10% -$97.3K 0.11% 82
2018
Q2 		$980K Sell
8,985
-500
-5% -$54.3K 0.13% 73
2018
Q1 		$1.03M Sell
9,485
-1,230
-11% -$134K 0.14% 72
2017
Q4 		$1.19M Buy
10,715
+436
+4% +$48.2K 0.16% 70
2017
Q3 		$1.14M Sell
10,279
-351
-3% -$38.9K 0.16% 71
2017
Q2 		$1.17M Sell
10,630
-2,256
-18% -$248K 0.18% 72
2017
Q1 		$1.4M Sell
12,886
-4,537
-26% -$492K 0.22% 69
2016
Q4 		$1.89M Sell
17,423
-8,082
-32% -$885K 0.3% 62
2016
Q3 		$2.88M Buy
25,505
+3,443
+16% +$390K 0.48% 44
2016
Q2 		$2.51M Sell
22,062
-1,333
-6% -$150K 0.43% 50
2016
Q1 		$2.61M Buy
23,395
+8,485
+57% +$944K 0.46% 49
2015
Q4 		$1.65M Buy
14,910
+1,665
+13% +$183K 0.3% 64
2015
Q3 		$1.45M Buy
13,245
+1,460
+12% +$159K 0.28% 68
2015
Q2 		$1.27M Sell
11,785
-145
-1% -$15.8K 0.24% 65
2015
Q1 		$1.32M Buy
11,930
+385
+3% +$42.6K 0.25% 63
2014
Q4 		$1.27M Buy
11,545
+3,410
+42% +$375K 0.24% 68
2014
Q3 		$892K Buy
8,135
+1,345
+20% +$147K 0.17% 73
2014
Q2 		$738K Buy
6,790
+1,180
+21% +$128K 0.14% 72
2014
Q1 		$601K Buy
5,610
+1,550
+38% +$165K 0.12% 74
2013
Q4 		$421K Buy
4,060
+500
+14% +$52.2K 0.09% 80
2013
Q3 		$372K Buy
+3,560
New +$368K 0.09% 85

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sigma Investment Counselors's MUB Position: Q1 2026 in Review

Sigma Investment Counselors reduced its iShares National Muni Bond ETF (MUB) stake by 26% in Q1 2026, selling an estimated $126K and leaving 3,264 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #153.

Sigma Investment Counselors first reported a position in MUB in Q3 2013 and has held it in 42 quarters since. The position peaked at $2.88M in Q3 2016. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Sigma Investment Counselors held 3,264 shares of iShares National Muni Bond ETF worth $346K as of Q1 2026.
  • Sigma Investment Counselors sold 1,170 iShares National Muni Bond ETF shares in Q1 2026, an estimated $126K.
  • iShares National Muni Bond ETF made up 0.02% of Sigma Investment Counselors's portfolio in Q1 2026, its #153 holding.
  • Sigma Investment Counselors first reported a position in iShares National Muni Bond ETF in Q3 2013 and has held it in 42 quarters since.
  • Sigma Investment Counselors's iShares National Muni Bond ETF position peaked at $2.88M in Q3 2016.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.