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Signature Estate & Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Signature Estate & Investment 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 		$1.44M Buy
13,343
+8,645
+184% +$925K 0.03% 211
2026
Q1 		$499K Buy
4,698
+30
+0.6% +$3.23K 0.01% 418
2025
Q4 		$500K Buy
4,668
+64
+1% +$6.85K 0.01% 390
2025
Q3 		$490K Buy
4,604
+15
+0.3% +$1.57K 0.01% 384
2025
Q2 		$479K Sell
4,589
-1,459
-24% -$152K 0.01% 371
2025
Q1 		$638K Sell
6,048
-9,201
-60% -$979K 0.02% 291
2024
Q4 		$1.62M Buy
15,249
+6,176
+68% +$664K 0.04% 163
2024
Q3 		$986K Buy
9,073
+1,276
+16% +$138K 0.02% 206
2024
Q2 		$831K Buy
7,797
+4,948
+174% +$527K 0.02% 221
2024
Q1 		$307K Sell
2,849
-2,493
-47% -$269K 0.01% 138
2023
Q4 		$579K Buy
+5,342
New +$558K 0.02% 117
2022
Q4 		– Sell
-16,044
Closed -$1.65M – 186
2022
Q3 		$1.65M Buy
16,044
+13,175
+459% +$1.4M 0.08% 76
2022
Q2 		$306K Buy
2,869
+475
+20% +$50.7K 0.02% 139
2022
Q1 		$263K Sell
2,394
-4,446
-65% -$502K 0.01% 143
2021
Q4 		$796K Buy
6,840
+494
+8% +$57.4K 0.04% 98
2021
Q3 		$737K Sell
6,346
-201,789
-97% -$23.7M 0.04% 97
2021
Q2 		$24.4M Buy
208,135
+79,148
+61% +$9.25M 1.1% 30
2021
Q1 		$15M Buy
128,987
+29,804
+30% +$3.48M 0.73% 33
2020
Q4 		$11.6M Buy
99,183
+38,427
+63% +$4.46M 0.63% 33
2020
Q3 		$7.04M Buy
60,756
+35,841
+144% +$4.16M 0.44% 37
2020
Q2 		$2.88M Buy
+24,915
New +$2.83M 0.2% 54
2017
Q2 		– Sell
-2,500
Closed -$272K – 169
2017
Q1 		$272K Buy
+2,500
New +$271K 0.03% 127

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Signature Estate & Investment Advisors's MUB Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 184% in Q2 2026, buying an estimated $925K and bringing the position to 13,343 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #211.

Signature Estate & Investment Advisors first reported a position in MUB in Q1 2017 and has held it in 22 quarters since. The position peaked at $24.4M in Q2 2021. 1,163 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Signature Estate & Investment Advisors held 13,343 shares of iShares National Muni Bond ETF worth $1.44M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 8,645 iShares National Muni Bond ETF shares in Q2 2026, an estimated $925K.
  • iShares National Muni Bond ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares National Muni Bond ETF in Q1 2017 and has held it in 22 quarters since.
  • Signature Estate & Investment Advisors's iShares National Muni Bond ETF position peaked at $24.4M in Q2 2021.
  • 1,163 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.