South Plains Financial’s iShares National Muni Bond ETF MUB Stock Holding History

South Plains Financial’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	$382K	Sell	3,545 -300	-8%	-$32.1K	0.2%	100
2026 Q1	$408K	Hold	3,845	–	–	0.24%	97
2025 Q4	$412K	Hold	3,845	–	–	0.25%	93
2025 Q3	$409K	Hold	3,845	–	–	0.26%	94
2025 Q2	$402K	Hold	3,845	–	–	0.28%	87
2025 Q1	$405K	Hold	3,845	–	–	0.32%	84
2024 Q4	$410K	Buy	+3,845	New	+$413K	0.31%	84

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

South Plains Financial's MUB Position: Q2 2026 in Review

South Plains Financial reduced its iShares National Muni Bond ETF (MUB) stake by 7.8% in Q2 2026, selling an estimated $32.1K and leaving 3,545 shares worth $382K. The position accounts for 0.2% of the portfolio, ranked #100.

South Plains Financial first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $412K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

South Plains Financial held 3,545 shares of iShares National Muni Bond ETF worth $382K as of Q2 2026.
South Plains Financial sold 300 iShares National Muni Bond ETF shares in Q2 2026, an estimated $32.1K.
iShares National Muni Bond ETF made up 0.2% of South Plains Financial's portfolio in Q2 2026, its #100 holding.
South Plains Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
South Plains Financial's iShares National Muni Bond ETF position peaked at $412K in Q4 2025.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.