Stewardship Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Stewardship Advisors’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	$553K	Sell	5,135 -113	-2%	-$12.1K	0.11%	90
2026 Q1	$557K	Sell	5,248 -919	-15%	-$98.8K	0.13%	82
2025 Q4	$661K	Buy	6,167 +357	+6%	+$38.2K	0.15%	70
2025 Q3	$619K	Buy	5,810 +2,614	+82%	+$274K	0.15%	66
2025 Q2	$334K	Sell	3,196 -1,111	-26%	-$116K	0.08%	102
2025 Q1	$454K	Buy	4,307 +35	+0.8%	+$3.72K	0.12%	80
2024 Q4	$455K	Sell	4,272 -1,311	-23%	-$141K	0.13%	90
2024 Q3	$606K	Buy	+5,583	New	+$602K	0.17%	70
2021 Q1	–	Sell	-1,986	Closed	-$233K	–	50
2020 Q4	$233K	Sell	1,986 -2,091	-51%	-$243K	0.09%	44
2020 Q3	$470K	Buy	+4,077	New	+$474K	0.24%	26

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Stewardship Advisors's MUB Position: Q2 2026 in Review

Stewardship Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 2.2% in Q2 2026, selling an estimated $12.1K and leaving 5,135 shares worth $553K. The position accounts for 0.11% of the portfolio, ranked #90.

Stewardship Advisors first reported a position in MUB in Q3 2020 and has held it in 10 quarters since. The position peaked at $661K in Q4 2025. 837 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Stewardship Advisors held 5,135 shares of iShares National Muni Bond ETF worth $553K as of Q2 2026.
Stewardship Advisors sold 113 iShares National Muni Bond ETF shares in Q2 2026, an estimated $12.1K.
iShares National Muni Bond ETF made up 0.11% of Stewardship Advisors's portfolio in Q2 2026, its #90 holding.
Stewardship Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 10 quarters since.
Stewardship Advisors's iShares National Muni Bond ETF position peaked at $661K in Q4 2025.
837 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.