SCA
MUB icon

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

Stonebridge Capital 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 		$1.15M Hold
10,725
– – 0.07% 114
2026
Q1 		$1.14M Buy
10,725
+857
+9% +$92.1K 0.08% 110
2025
Q4 		$1.06M Hold
9,868
– – 0.07% 111
2025
Q3 		$1.05M Hold
9,868
– – 0.08% 110
2025
Q2 		$1.03M Sell
9,868
-150
-1% -$15.6K 0.08% 108
2025
Q1 		$1.06M Sell
10,018
-60
-0.6% -$6.38K 0.09% 106
2024
Q4 		$1.07M Sell
10,078
-62
-0.6% -$6.66K 0.09% 109
2024
Q3 		$1.1M Buy
+10,140
New +$1.09M 0.09% 111
2023
Q4 		– Sell
-260
Closed -$26.7K – 601
2023
Q3 		$26.7K Hold
260
– – ﹤0.01% 450
2023
Q2 		$27.8K Hold
260
– – ﹤0.01% 455
2023
Q1 		$28K Hold
260
– – ﹤0.01% 456
2022
Q4 		$27.4K Sell
260
-883
-77% -$92K ﹤0.01% 442
2022
Q3 		$117K Buy
1,143
+693
+154% +$73.7K 0.02% 255
2022
Q2 		$48K Hold
450
– – 0.01% 357
2022
Q1 		$49K Hold
450
– – 0.01% 394
2021
Q4 		$52K Hold
450
– – 0.01% 365
2021
Q3 		$52K Sell
450
-882
-66% -$103K 0.01% 346
2021
Q2 		$156K Hold
1,332
– – 0.02% 210
2021
Q1 		$155K Buy
+1,332
New +$155K 0.02% 215
2020
Q3 		– Sell
-1,332
Closed -$154K – 505
2020
Q2 		$154K Buy
1,332
+74
+6% +$8.4K 0.03% 192
2020
Q1 		$142K Hold
1,258
– – 0.03% 180
2019
Q4 		$143K Sell
1,258
-330
-21% -$37.6K 0.02% 206
2019
Q3 		$181K Sell
1,588
-770
-33% -$87.8K 0.03% 185
2019
Q2 		$267K Sell
2,358
-101
-4% -$11.3K 0.05% 151
2019
Q1 		$273K Buy
+2,459
New +$270K 0.05% 149

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

Stonebridge Capital Advisors's MUB Position: Q2 2026 in Review

Stonebridge Capital Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 10,725 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #114.

Stonebridge Capital Advisors first reported a position in MUB in Q1 2019 and has held it in 25 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Stonebridge Capital Advisors held 10,725 shares of iShares National Muni Bond ETF worth $1.15M as of Q2 2026.
  • Stonebridge Capital Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.07% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #114 holding.
  • Stonebridge Capital Advisors first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.