Spurstone Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Spurstone Advisory Services’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	$5.9K	Buy	55 +20	+57%	+$2.14K	0.08%	49
2026 Q1	$3.71K	Sell	35 -11	-24%	-$1.18K	0.06%	34
2025 Q4	$4.93K	Hold	46	–	–	0.08%	48
2025 Q3	$4.9K	Hold	46	–	–	0.07%	59
2025 Q2	$4.8K	Hold	46	–	–	0.07%	85
2025 Q1	$4.85K	Hold	46	–	–	0.09%	54
2024 Q4	$4.9K	Buy	+46	New	+$4.94K	0.09%	46

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

Spurstone Advisory Services's MUB Position: Q2 2026 in Review

Spurstone Advisory Services increased its iShares National Muni Bond ETF (MUB) stake by 57% in Q2 2026, buying an estimated $2.14K and bringing the position to 55 shares worth $5.9K. The position accounts for 0.08% of the portfolio, ranked #49.

Spurstone Advisory Services first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Spurstone Advisory Services held 55 shares of iShares National Muni Bond ETF worth $5.9K as of Q2 2026.
Spurstone Advisory Services bought 20 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.14K.
iShares National Muni Bond ETF made up 0.08% of Spurstone Advisory Services's portfolio in Q2 2026, its #49 holding.
Spurstone Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.