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Smithbridge Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Smithbridge Asset Management’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 		$3.59M Sell
33,333
-1,070
-3% -$114K 0.49% 51
2026
Q1 		$3.65M Buy
+34,403
New +$3.7M 0.54% 48

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

Smithbridge Asset Management's MUB Position: Q2 2026 in Review

Smithbridge Asset Management reduced its iShares National Muni Bond ETF (MUB) stake by 3.1% in Q2 2026, selling an estimated $114K and leaving 33,333 shares worth $3.59M. The position accounts for 0.49% of the portfolio, ranked #51.

Smithbridge Asset Management first reported a position in MUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.65M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Smithbridge Asset Management held 33,333 shares of iShares National Muni Bond ETF worth $3.59M as of Q2 2026.
  • Smithbridge Asset Management sold 1,070 iShares National Muni Bond ETF shares in Q2 2026, an estimated $114K.
  • iShares National Muni Bond ETF made up 0.49% of Smithbridge Asset Management's portfolio in Q2 2026, its #51 holding.
  • Smithbridge Asset Management first reported a position in iShares National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Smithbridge Asset Management's iShares National Muni Bond ETF position peaked at $3.65M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.