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SVB Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

SVB Wealth’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 		$7.03M Sell
65,327
-1,651
-2% -$177K 0.44% 48
2026
Q1 		$7.11M Sell
66,978
-10,543
-14% -$1.13M 0.47% 47
2025
Q4 		$8.3M Buy
77,521
+1,349
+2% +$144K 0.49% 43
2025
Q3 		$8.11M Sell
76,172
-49,926
-40% -$5.22M 0.44% 46
2025
Q2 		$13.2M Buy
+126,098
New +$13.1M 0.71% 30
2025
Q1 		– Sell
-177,094
Closed -$18.9M – 1683
2024
Q4 		$18.9M Buy
177,094
+136,837
+340% +$14.7M 0.35% 40
2024
Q3 		$4.37M Sell
40,257
-110,622
-73% -$11.9M 3.72% 7
2024
Q2 		$16.1M Sell
150,879
-3,146
-2% -$335K 0.4% 54
2024
Q1 		$16.6M Buy
154,025
+49,853
+48% +$5.38M 0.37% 67
2023
Q4 		$11.3M Buy
104,172
+59,710
+134% +$6.24M 0.27% 95
2023
Q3 		$4.56M Buy
44,462
+12,206
+38% +$1.29M 0.1% 156
2023
Q2 		$3.44M Sell
32,256
-16,620
-34% -$1.78M 0.06% 184
2023
Q1 		$5.27M Sell
48,876
-18,820
-28% -$2.01M 0.07% 170
2022
Q4 		$7.14M Buy
67,696
+49,618
+274% +$5.17M 0.1% 147
2022
Q3 		$1.85M Sell
18,078
-6,472
-26% -$688K 0.03% 264
2022
Q2 		$2.61M Buy
24,550
+21,763
+781% +$2.32M 0.04% 194
2022
Q1 		$306K Sell
2,787
-2,499
-47% -$282K ﹤0.01% 583
2021
Q4 		$615K Sell
5,286
-228
-4% -$26.5K 0.01% 400
2021
Q3 		$640K Buy
5,514
+74
+1% +$8.68K 0.01% 523
2021
Q2 		$637K Sell
5,440
-1,144
-17% -$134K 0.01% 508
2021
Q1 		$764K Buy
6,584
+8
+0.1% +$933 0.01% 413
2020
Q4 		$770K Sell
6,576
-140
-2% -$16.3K 0.01% 373
2020
Q3 		$779K Sell
6,716
-113
-2% -$13.1K 0.01% 335
2020
Q2 		$787K Buy
6,829
+6,665
+4,064% +$757K 0.01% 302
2020
Q1 		$18K Sell
164
-5,766
-97% -$658K ﹤0.01% 537
2019
Q4 		$676K Buy
5,930
+810
+16% +$92.3K 0.01% 366
2019
Q3 		$584K Sell
5,120
-611
-11% -$69.7K 0.01% 358
2019
Q2 		$648K Buy
+5,731
New +$642K 0.02% 349

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

SVB Wealth's MUB Position: Q2 2026 in Review

SVB Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 2.5% in Q2 2026, selling an estimated $177K and leaving 65,327 shares worth $7.03M. The position accounts for 0.44% of the portfolio, ranked #48.

SVB Wealth first reported a position in MUB in Q2 2019 and has held it in 28 quarters since. The position peaked at $18.9M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • SVB Wealth held 65,327 shares of iShares National Muni Bond ETF worth $7.03M as of Q2 2026.
  • SVB Wealth sold 1,651 iShares National Muni Bond ETF shares in Q2 2026, an estimated $177K.
  • iShares National Muni Bond ETF made up 0.44% of SVB Wealth's portfolio in Q2 2026, its #48 holding.
  • SVB Wealth first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • SVB Wealth's iShares National Muni Bond ETF position peaked at $18.9M in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.