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Split Rock Private Trading & Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Split Rock Private Trading & Wealth 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 		$765K Sell
7,106
-597
-8% -$63.8K 0.52% 25
2026
Q1 		$818K Sell
7,703
-1,933
-20% -$208K 0.63% 21
2025
Q4 		$1.03M Buy
+9,636
New +$1.03M 0.83% 15

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's MUB Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 7.8% in Q2 2026, selling an estimated $63.8K and leaving 7,106 shares worth $765K. The position accounts for 0.52% of the portfolio, ranked #25.

Split Rock Private Trading & Wealth Management first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 1,130 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 7,106 shares of iShares National Muni Bond ETF worth $765K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management sold 597 iShares National Muni Bond ETF shares in Q2 2026, an estimated $63.8K.
  • iShares National Muni Bond ETF made up 0.52% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Split Rock Private Trading & Wealth Management's iShares National Muni Bond ETF position peaked at $1.03M in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.