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

Sovran 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	$4.18M	Sell	39,430 -347	-0.9%	-$37.1K	0.31%	85
2026 Q1	$4.26M	Buy	39,777 +1,512	+4%	+$163K	0.33%	83
2025 Q4	$4.12M	Sell	38,265 -824	-2%	-$88.2K	0.35%	81
2025 Q3	$4.2M	Sell	39,089 -2,762	-7%	-$289K	0.37%	75
2025 Q2	$4.36M	Buy	41,851 +4,836	+13%	+$503K	0.46%	53
2025 Q1	$3.83M	Sell	37,015 -481	-1%	-$51.2K	0.5%	49
2024 Q4	$3.95M	Buy	+37,496	New	+$4.03M	0.56%	42

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

Sovran Advisors's MUB Position: Q2 2026 in Review

Sovran Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.87% in Q2 2026, selling an estimated $37.1K and leaving 39,430 shares worth $4.18M. The position accounts for 0.31% of the portfolio, ranked #85.

Sovran Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.36M in Q2 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sovran Advisors held 39,430 shares of iShares National Muni Bond ETF worth $4.18M as of Q2 2026.
Sovran Advisors sold 347 iShares National Muni Bond ETF shares in Q2 2026, an estimated $37.1K.
iShares National Muni Bond ETF made up 0.31% of Sovran Advisors's portfolio in Q2 2026, its #85 holding.
Sovran Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares National Muni Bond ETF position peaked at $4.36M in Q2 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.