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

Synergy 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 		$3.36M Buy
31,326
+9,754
+45% +$1.04M 0.81% 32
2026
Q1 		$2.29M Buy
21,572
+3,889
+22% +$418K 0.75% 35
2025
Q4 		$1.89M Buy
17,683
+1,253
+8% +$134K 0.67% 33
2025
Q3 		$1.75M Buy
16,430
+5,046
+44% +$528K 0.67% 35
2025
Q2 		$1.19M Sell
11,384
-9,603
-46% -$998K 0.72% 23
2025
Q1 		$2.21M Sell
20,987
-606
-3% -$64.4K 0.92% 29
2024
Q4 		$2.3M Buy
+21,593
New +$2.32M 0.99% 28

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 Investment Management's MUB Position: Q2 2026 in Review

Synergy Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 45% in Q2 2026, buying an estimated $1.04M and bringing the position to 31,326 shares worth $3.36M. The position accounts for 0.81% of the portfolio, ranked #32.

Synergy Investment Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Synergy Investment Management held 31,326 shares of iShares National Muni Bond ETF worth $3.36M as of Q2 2026.
  • Synergy Investment Management bought 9,754 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.04M.
  • iShares National Muni Bond ETF made up 0.81% of Synergy Investment Management's portfolio in Q2 2026, its #32 holding.
  • Synergy Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.