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 Q2	$397K	Buy	3,690 +426	+13%	+$45.6K	0.02%	151
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 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

Sigma Investment Counselors's MUB Position: Q2 2026 in Review

Sigma Investment Counselors increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2026, buying an estimated $45.6K and bringing the position to 3,690 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #151.

Sigma Investment Counselors first reported a position in MUB in Q3 2013 and has held it in 43 quarters since. The position peaked at $2.88M in Q3 2016. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sigma Investment Counselors held 3,690 shares of iShares National Muni Bond ETF worth $397K as of Q2 2026.
Sigma Investment Counselors bought 426 iShares National Muni Bond ETF shares in Q2 2026, an estimated $45.6K.
iShares National Muni Bond ETF made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #151 holding.
Sigma Investment Counselors first reported a position in iShares National Muni Bond ETF in Q3 2013 and has held it in 43 quarters since.
Sigma Investment Counselors's iShares National Muni Bond ETF position peaked at $2.88M in Q3 2016.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.