SIM
MUB icon

Stratos Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Stratos Investment Management’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 		$700K Buy
6,506
+470
+8% +$50.3K 0.03% 234
2026
Q1 		$641K Buy
6,036
+418
+7% +$44.9K 0.03% 229
2025
Q4 		$602K Buy
5,618
+1,189
+27% +$127K 0.02% 224
2025
Q3 		$472K Buy
4,429
+2,142
+94% +$224K 0.02% 251
2025
Q2 		$239K Buy
+2,287
New +$238K 0.01% 328
2025
Q1 		– Sell
-2,349
Closed -$250K – 334
2024
Q4 		$250K Buy
+2,349
New +$252K 0.02% 235
2024
Q3 		– Sell
-2,317
Closed -$247K – 258
2024
Q2 		$247K Buy
2,317
+35
+2% +$3.73K 0.02% 199
2024
Q1 		$246K Sell
2,282
-1,639
-42% -$177K 0.02% 178
2023
Q4 		$425K Sell
3,921
-566
-13% -$59.1K 0.05% 132
2023
Q3 		$460K Buy
4,487
+8
+0.2% +$844 0.07% 116
2023
Q2 		$478K Buy
4,479
+8
+0.2% +$855 0.07% 113
2023
Q1 		$482K Buy
4,471
+349
+8% +$37.3K 0.08% 113
2022
Q4 		$435K Sell
4,122
-1,312
-24% -$137K 0.08% 117
2022
Q3 		$557K Sell
5,434
-441
-8% -$46.9K 0.11% 102
2022
Q2 		$625K Sell
5,875
-1,369
-19% -$146K 0.12% 98
2022
Q1 		$794K Buy
7,244
+110
+2% +$12.4K 0.13% 101
2021
Q4 		$830K Sell
7,134
-3,924
-35% -$456K 0.13% 101
2021
Q3 		$1.28M Buy
11,058
+8,896
+411% +$1.04M 0.22% 90
2021
Q2 		$253K Buy
2,162
+5
+0.2% +$584 0.07% 114
2021
Q1 		$250K Buy
2,157
+5
+0.2% +$583 0.08% 115
2020
Q4 		$252K Buy
2,152
+123
+6% +$14.3K 0.08% 108
2020
Q3 		$235K Buy
2,029
+6
+0.3% +$697 0.09% 104
2020
Q2 		$234K Buy
2,023
+34
+2% +$3.86K 0.1% 98
2020
Q1 		$225K Sell
1,989
-704
-26% -$80.4K 0.12% 93
2019
Q4 		$307K Sell
2,693
-4,832
-64% -$550K 0.14% 94
2019
Q3 		$859K Buy
+7,525
New +$859K 0.49% 47

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

Stratos Investment Management's MUB Position: Q2 2026 in Review

Stratos Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 7.8% in Q2 2026, buying an estimated $50.3K and bringing the position to 6,506 shares worth $700K. The position accounts for 0.03% of the portfolio, ranked #234.

Stratos Investment Management first reported a position in MUB in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.28M in Q3 2021. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Stratos Investment Management held 6,506 shares of iShares National Muni Bond ETF worth $700K as of Q2 2026.
  • Stratos Investment Management bought 470 iShares National Muni Bond ETF shares in Q2 2026, an estimated $50.3K.
  • iShares National Muni Bond ETF made up 0.03% of Stratos Investment Management's portfolio in Q2 2026, its #234 holding.
  • Stratos Investment Management first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Stratos Investment Management's iShares National Muni Bond ETF position peaked at $1.28M in Q3 2021.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.