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Sound Income Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Sound Income Strategies’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 		$207K Buy
1,928
+256
+15% +$27.4K 0.01% 463
2026
Q1 		$178K Buy
1,672
+84
+5% +$9.03K 0.01% 451
2025
Q4 		$171K Buy
1,588
+52
+3% +$5.57K 0.01% 460
2025
Q3 		$164K Buy
1,536
+207
+16% +$21.7K 0.01% 321
2025
Q2 		$139K Buy
1,329
+984
+285% +$102K 0.01% 333
2025
Q1 		$36.4K Sell
345
-162
-32% -$17.2K ﹤0.01% 576
2024
Q4 		$54K Buy
507
+281
+124% +$30.2K ﹤0.01% 442
2024
Q3 		$24.6K Hold
226
– – ﹤0.01% 598
2024
Q2 		$24.1K Sell
226
-15
-6% -$1.6K ﹤0.01% 588
2024
Q1 		$25.9K Buy
241
+15
+7% +$1.62K ﹤0.01% 550
2023
Q4 		$24.5K Hold
226
– – ﹤0.01% 551
2023
Q3 		$23.2K Hold
226
– – ﹤0.01% 414
2023
Q2 		$24.1K Sell
226
-57
-20% -$6.09K ﹤0.01% 398
2023
Q1 		$30.5K Hold
283
– – ﹤0.01% 356
2022
Q4 		$29.9K Buy
283
+117
+70% +$12.2K ﹤0.01% 332
2022
Q3 		$17K Hold
166
– – ﹤0.01% 382
2022
Q2 		$18K Buy
166
+57
+52% +$6.08K ﹤0.01% 369
2022
Q1 		$12K Hold
109
– – ﹤0.01% 436
2021
Q4 		$13K Hold
109
– – ﹤0.01% 435
2021
Q3 		$13K Hold
109
– – ﹤0.01% 417
2021
Q2 		$13K Sell
109
-7
-6% -$818 ﹤0.01% 428
2021
Q1 		$13.5K Buy
116
+7
+6% +$816 ﹤0.01% 424
2020
Q4 		$13K Hold
109
– – ﹤0.01% 405
2020
Q3 		$13K Hold
109
– – ﹤0.01% 363
2020
Q2 		$13K Hold
109
– – ﹤0.01% 342
2020
Q1 		$12K Hold
109
– – ﹤0.01% 315
2019
Q4 		$12K Sell
109
-475
-81% -$54.1K ﹤0.01% 308
2019
Q3 		$67K Sell
584
-85
-13% -$9.7K 0.02% 96
2019
Q2 		$76K Buy
669
+433
+183% +$48.5K 0.03% 97
2019
Q1 		$26K Buy
+236
New +$25.9K 0.01% 199

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sound Income Strategies's MUB Position: Q2 2026 in Review

Sound Income Strategies increased its iShares National Muni Bond ETF (MUB) stake by 15% in Q2 2026, buying an estimated $27.4K and bringing the position to 1,928 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #463.

Sound Income Strategies first reported a position in MUB in Q1 2019 and has held it in 30 quarters since. 1,325 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Sound Income Strategies held 1,928 shares of iShares National Muni Bond ETF worth $207K as of Q2 2026.
  • Sound Income Strategies bought 256 iShares National Muni Bond ETF shares in Q2 2026, an estimated $27.4K.
  • iShares National Muni Bond ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #463 holding.
  • Sound Income Strategies first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,325 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.