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Summit Global Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Summit Global Investments’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 		$329K Sell
3,053
-505
-14% -$54K 0.02% 428
2026
Q1 		$378K Sell
3,558
-428
-11% -$46K 0.02% 382
2025
Q4 		$427K Buy
3,986
+129
+3% +$13.8K 0.03% 359
2025
Q3 		$411K Buy
3,857
+215
+6% +$22.5K 0.02% 343
2025
Q2 		$381K Sell
3,642
-342
-9% -$35.6K 0.02% 349
2025
Q1 		$420K Sell
3,984
-247
-6% -$26.3K 0.03% 318
2024
Q4 		$451K Sell
4,231
-548
-11% -$58.9K 0.03% 378
2024
Q3 		$519K Buy
4,779
+40
+0.8% +$4.31K 0.03% 354
2024
Q2 		$505K Buy
4,739
+437
+10% +$46.5K 0.03% 345
2024
Q1 		$463K Buy
+4,302
New +$464K 0.03% 338

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Summit Global Investments's MUB Position: Q2 2026 in Review

Summit Global Investments reduced its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, selling an estimated $54K and leaving 3,053 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #428.

Summit Global Investments first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $519K in Q3 2024. 907 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Summit Global Investments held 3,053 shares of iShares National Muni Bond ETF worth $329K as of Q2 2026.
  • Summit Global Investments sold 505 iShares National Muni Bond ETF shares in Q2 2026, an estimated $54K.
  • iShares National Muni Bond ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #428 holding.
  • Summit Global Investments first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Summit Global Investments's iShares National Muni Bond ETF position peaked at $519K in Q3 2024.
  • 907 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.