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Spinnaker Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Spinnaker Investment 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 		$2.98M Buy
27,702
+3,955
+17% +$423K 0.48% 25
2026
Q1 		$2.52M Buy
23,747
+3,086
+15% +$332K 0.51% 20
2025
Q4 		$2.21M Buy
20,661
+9,085
+78% +$973K 0.4% 24
2025
Q3 		$1.23M Buy
11,576
+5,267
+83% +$551K 0.23% 35
2025
Q2 		$659K Buy
6,309
+1,283
+26% +$133K 0.15% 44
2025
Q1 		$530K Sell
5,026
-7,219
-59% -$768K 0.12% 57
2024
Q4 		$1.3M Sell
12,245
-3,966
-24% -$426K 0.31% 28
2024
Q3 		$1.76M Sell
16,211
-5,673
-26% -$611K 0.43% 20
2024
Q2 		$2.33M Sell
21,884
-2,107
-9% -$224K 0.64% 18
2024
Q1 		$2.58M Buy
23,991
+7,698
+47% +$831K 0.73% 16
2023
Q4 		$1.77M Buy
16,293
+13,204
+427% +$1.38M 0.54% 20
2023
Q3 		$317K Buy
3,089
+54
+2% +$5.7K 0.11% 65
2023
Q2 		$324K Sell
3,035
-14
-0.5% -$1.5K 0.11% 64
2023
Q1 		$328K Sell
3,049
-442
-13% -$47.2K 0.12% 65
2022
Q4 		$368K Sell
3,491
-103
-3% -$10.7K 0.13% 62
2022
Q3 		$369K Buy
3,594
+215
+6% +$22.9K 0.14% 55
2022
Q2 		$359K Sell
3,379
-210
-6% -$22.4K 0.15% 54
2022
Q1 		$392K Buy
3,589
+25
+0.7% +$2.82K 0.13% 58
2021
Q4 		$409K Buy
+3,564
New +$414K 0.14% 58

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Spinnaker Investment Group's MUB Position: Q2 2026 in Review

Spinnaker Investment Group increased its iShares National Muni Bond ETF (MUB) stake by 17% in Q2 2026, buying an estimated $423K and bringing the position to 27,702 shares worth $2.98M. The position accounts for 0.48% of the portfolio, ranked #25.

Spinnaker Investment Group first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. 488 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Spinnaker Investment Group held 27,702 shares of iShares National Muni Bond ETF worth $2.98M as of Q2 2026.
  • Spinnaker Investment Group bought 3,955 iShares National Muni Bond ETF shares in Q2 2026, an estimated $423K.
  • iShares National Muni Bond ETF made up 0.48% of Spinnaker Investment Group's portfolio in Q2 2026, its #25 holding.
  • Spinnaker Investment Group first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 488 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.