Silver Oak Securities’s iShares National Muni Bond ETF MUB Stock Holding History

Silver Oak Securities’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	$166K	Sell	1,544 -113	-7%	-$12.1K	0.01%	777
2026 Q1	$176K	Buy	1,657 +99	+6%	+$10.6K	0.01%	741
2025 Q4	$167K	Buy	+1,558	New	+$167K	0.01%	767
2025 Q3	–	Sell	-1,508	Closed	-$158K	–	799
2025 Q2	$158K	Buy	1,508 +23	+2%	+$2.39K	0.01%	659
2025 Q1	$156K	Buy	+1,485	New	+$158K	0.01%	609
2023 Q4	–	Sell	-989	Closed	-$101K	–	519
2023 Q3	$101K	Buy	+989	New	+$104K	0.02%	343
2022 Q4	–	Sell	-989	Closed	-$101K	–	405
2022 Q3	$101K	Buy	+989	New	+$105K	0.02%	343
2022 Q2	–	Sell	-2,084	Closed	-$226K	–	318
2022 Q1	$226K	Buy	+2,084	New	+$235K	0.05%	271

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

Silver Oak Securities's MUB Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares National Muni Bond ETF (MUB) stake by 6.8% in Q2 2026, selling an estimated $12.1K and leaving 1,544 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #777.

Silver Oak Securities first reported a position in MUB in Q1 2022 and has held it in 8 quarters since. The position peaked at $226K in Q1 2022. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Silver Oak Securities held 1,544 shares of iShares National Muni Bond ETF worth $166K as of Q2 2026.
Silver Oak Securities sold 113 iShares National Muni Bond ETF shares in Q2 2026, an estimated $12.1K.
iShares National Muni Bond ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #777 holding.
Silver Oak Securities first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 8 quarters since.
Silver Oak Securities's iShares National Muni Bond ETF position peaked at $226K in Q1 2022.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.