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Smart Money Group’s iShares National Muni Bond ETF MUB Stock Holding History

Smart Money Group’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 		$2.7M Sell
25,058
-4,013
-14% -$429K 0.69% 14
2026
Q1 		$3.09M Sell
29,071
-1,784
-6% -$192K 0.9% 11
2025
Q4 		$3.3M Buy
30,855
+3,965
+15% +$425K 0.96% 10
2025
Q3 		$2.86M Buy
26,890
+975
+4% +$102K 0.85% 13
2025
Q2 		$2.71M Buy
25,915
+23,336
+905% +$2.43M 0.85% 14
2025
Q1 		$272K Buy
+2,579
New +$274K 0.09% 68
2022
Q4 		– Sell
-8,981
Closed -$921K – 49
2022
Q3 		$921K Sell
8,981
-1,217
-12% -$129K 0.63% 24
2022
Q2 		$1.08M Sell
10,198
-7,799
-43% -$832K 0.75% 25
2022
Q1 		$1.97M Sell
17,997
-789
-4% -$89K 1.32% 20
2021
Q4 		$2.18M Buy
18,786
+3,212
+21% +$373K 1.39% 22
2021
Q3 		$1.81M Buy
15,574
+5,744
+58% +$673K 1.32% 23
2021
Q2 		$1.13M Sell
9,830
-2,316
-19% -$271K 1.3% 17
2021
Q1 		$1.41M Sell
12,146
-472
-4% -$55.1K 1.18% 23
2020
Q4 		$1.48M Buy
12,618
+509
+4% +$59.1K 1.24% 22
2020
Q3 		$1.4M Buy
12,109
+2,279
+23% +$265K 0.6% 52
2020
Q2 		$1.13M Buy
9,830
+197
+2% +$22.4K 0.67% 39
2020
Q1 		$1.09M Buy
9,633
+2,496
+35% +$285K 0.76% 40
2019
Q4 		$813K Buy
7,137
+446
+7% +$50.8K 0.48% 47
2019
Q3 		$763K Buy
6,691
+18
+0.3% +$2.05K 0.61% 42
2019
Q2 		$755K Buy
6,673
+1,536
+30% +$172K 0.62% 41
2019
Q1 		$571K Buy
5,137
+609
+13% +$66.8K 0.5% 48
2018
Q4 		$494K Buy
4,528
+41
+0.9% +$4.41K 0.51% 39
2018
Q3 		$484K Buy
4,487
+512
+13% +$55.6K 0.44% 39
2018
Q2 		$433K Buy
3,975
+157
+4% +$17K 0.39% 41
2018
Q1 		$416K Buy
3,818
+163
+4% +$17.8K 0.42% 41
2017
Q4 		$405K Buy
+3,655
New +$404K 0.63% 29

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

Smart Money Group's MUB Position: Q2 2026 in Review

Smart Money Group reduced its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, selling an estimated $429K and leaving 25,058 shares worth $2.7M. The position accounts for 0.69% of the portfolio, ranked #14.

Smart Money Group first reported a position in MUB in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.3M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Smart Money Group held 25,058 shares of iShares National Muni Bond ETF worth $2.7M as of Q2 2026.
  • Smart Money Group sold 4,013 iShares National Muni Bond ETF shares in Q2 2026, an estimated $429K.
  • iShares National Muni Bond ETF made up 0.69% of Smart Money Group's portfolio in Q2 2026, its #14 holding.
  • Smart Money Group first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • Smart Money Group's iShares National Muni Bond ETF position peaked at $3.3M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.