SHF
MUB icon

Stage Harbor Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Stage Harbor 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 		$16M Sell
148,320
-2,451
-2% -$262K 9.22% 3
2026
Q1 		$16M Buy
150,771
+11
+0% +$1.18K 10.61% 3
2025
Q4 		$16.1M Sell
150,760
-1,271
-0.8% -$136K 10.88% 3
2025
Q3 		$16.2M Sell
152,031
-1,770
-1% -$185K 11.84% 3
2025
Q2 		$16.1M Sell
153,801
-18,524
-11% -$1.93M 13.05% 3
2025
Q1 		$18.2M Sell
172,325
-2,275
-1% -$242K 15.38% 1
2024
Q4 		$18.6M Sell
174,600
-492
-0.3% -$52.9K 16.19% 1
2024
Q3 		$18.9M Sell
175,092
-856
-0.5% -$92.2K 17.19% 1
2024
Q2 		$18.7M Sell
175,948
-1,982
-1% -$211K 18.11% 1
2024
Q1 		$19.1M Sell
177,930
-151
-0.1% -$16.3K 17.41% 1
2023
Q4 		$19.3M Buy
+178,081
New +$18.6M 18.6% 1

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stage Harbor Financial's MUB Position: Q2 2026 in Review

Stage Harbor Financial reduced its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q2 2026, selling an estimated $262K and leaving 148,320 shares worth $16M. The position accounts for 9.22% of the portfolio, ranked #3.

Stage Harbor Financial first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.3M in Q4 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Stage Harbor Financial held 148,320 shares of iShares National Muni Bond ETF worth $16M as of Q2 2026.
  • Stage Harbor Financial sold 2,451 iShares National Muni Bond ETF shares in Q2 2026, an estimated $262K.
  • iShares National Muni Bond ETF made up 9.22% of Stage Harbor Financial's portfolio in Q2 2026, its #3 holding.
  • Stage Harbor Financial first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Stage Harbor Financial's iShares National Muni Bond ETF position peaked at $19.3M in Q4 2023.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.