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Skyline Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Skyline 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 		$9.91M Sell
92,092
-17,136
-16% -$1.83M 3.11% 9
2026
Q1 		$11.6M Sell
109,228
-3,120
-3% -$335K 4.05% 8
2025
Q4 		$12M Buy
112,348
+3,022
+3% +$324K 4.02% 10
2025
Q3 		$11.6M Buy
109,326
+44,352
+68% +$4.64M 4.01% 10
2025
Q2 		$6.79M Sell
64,974
-52,128
-45% -$5.42M 2.51% 10
2025
Q1 		$12.3M Buy
117,102
+827
+0.7% +$88K 4.86% 9
2024
Q4 		$12.4M Buy
116,275
+18,445
+19% +$1.98M 4.81% 9
2024
Q3 		$10.6M Buy
97,830
+851
+0.9% +$91.7K 4.38% 9
2024
Q2 		$10.3M Sell
96,979
-1,339
-1% -$143K 4.49% 9
2024
Q1 		$10.6M Buy
98,318
+4,806
+5% +$519K 4.73% 8
2023
Q4 		$10.1M Buy
+93,512
New +$9.77M 4.84% 8

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Skyline Advisors's MUB Position: Q2 2026 in Review

Skyline Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, selling an estimated $1.83M and leaving 92,092 shares worth $9.91M. The position accounts for 3.11% of the portfolio, ranked #9.

Skyline Advisors first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Skyline Advisors held 92,092 shares of iShares National Muni Bond ETF worth $9.91M as of Q2 2026.
  • Skyline Advisors sold 17,136 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.83M.
  • iShares National Muni Bond ETF made up 3.11% of Skyline Advisors's portfolio in Q2 2026, its #9 holding.
  • Skyline Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Skyline Advisors's iShares National Muni Bond ETF position peaked at $12.4M in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.