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Synergy Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Synergy Asset 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 		– Sell
-5,293
Closed -$562K – 306
2026
Q1 		$562K Buy
5,293
+2,952
+126% +$317K 0.06% 143
2025
Q4 		$251K Sell
2,341
-19,738
-89% -$2.11M 0.03% 202
2025
Q3 		$2.33M Buy
22,079
+16,043
+266% +$1.68M 0.08% 126
2025
Q2 		$631K Buy
+6,036
New +$628K 0.07% 111

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

Synergy Asset Management's MUB Position: Q2 2026 in Review

Synergy Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 5,293 shares — an estimated $562K sold.

Synergy Asset Management first reported a position in MUB in Q2 2025 and held it in 4 quarters. The position peaked at $2.33M in Q3 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Synergy Asset Management reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 5,293 iShares National Muni Bond ETF shares in Q2 2026, an estimated $562K.
  • Synergy Asset Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 4 quarters.
  • Synergy Asset Management's iShares National Muni Bond ETF position peaked at $2.33M in Q3 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.