Stephen J. Garry & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Stephen J. Garry & Associates’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	$1.36M	Sell	12,671 -290	-2%	-$31K	0.99%	21
2026 Q1	$1.38M	Sell	12,961 -300	-2%	-$32.3K	1.11%	17
2025 Q4	$1.42M	Sell	13,261 -3,159	-19%	-$338K	1.13%	17
2025 Q3	$1.75M	Sell	16,420 -1,700	-9%	-$178K	1.4%	15
2025 Q2	$1.89M	Sell	18,120 -145	-0.8%	-$15.1K	1.64%	15
2025 Q1	$1.93M	Buy	18,265 +1,090	+6%	+$116K	1.8%	15
2024 Q4	$1.83M	Buy	17,175 +13,142	+326%	+$1.41M	1.69%	14
2024 Q3	$438K	Buy	+4,033	New	+$435K	0.42%	27

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Stephen J. Garry & Associates's MUB Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its iShares National Muni Bond ETF (MUB) stake by 2.2% in Q2 2026, selling an estimated $31K and leaving 12,671 shares worth $1.36M. The position accounts for 0.99% of the portfolio, ranked #21.

Stephen J. Garry & Associates first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q1 2025. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Stephen J. Garry & Associates held 12,671 shares of iShares National Muni Bond ETF worth $1.36M as of Q2 2026.
Stephen J. Garry & Associates sold 290 iShares National Muni Bond ETF shares in Q2 2026, an estimated $31K.
iShares National Muni Bond ETF made up 0.99% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #21 holding.
Stephen J. Garry & Associates first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Stephen J. Garry & Associates's iShares National Muni Bond ETF position peaked at $1.93M in Q1 2025.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.