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Tidemark’s iShares National Muni Bond ETF MUB Stock Holding History

Tidemark’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 		$253K Buy
2,347
+2,231
+1,923% +$239K 0.06% 136
2026
Q1 		$12.3K Buy
116
+1
+0.9% +$108 ﹤0.01% 441
2025
Q4 		$12.3K Buy
115
+1
+0.9% +$107 ﹤0.01% 409
2025
Q3 		$12.1K Buy
114
+1
+0.9% +$105 ﹤0.01% 432
2025
Q2 		$11.8K Buy
113
+1
+0.9% +$104 ﹤0.01% 430
2025
Q1 		$11.8K Hold
112
– – ﹤0.01% 416
2024
Q4 		$11.9K Buy
112
+2
+2% +$215 ﹤0.01% 419
2024
Q3 		$12K Hold
110
– – ﹤0.01% 412
2024
Q2 		$11.7K Hold
110
– – 0.01% 397
2024
Q1 		$11.8K Buy
+110
New +$11.9K 0.01% 419

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

Tidemark's MUB Position: Q2 2026 in Review

Tidemark increased its iShares National Muni Bond ETF (MUB) stake by 1,923% in Q2 2026, buying an estimated $239K and bringing the position to 2,347 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #136.

Tidemark first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Tidemark held 2,347 shares of iShares National Muni Bond ETF worth $253K as of Q2 2026.
  • Tidemark bought 2,231 iShares National Muni Bond ETF shares in Q2 2026, an estimated $239K.
  • iShares National Muni Bond ETF made up 0.06% of Tidemark's portfolio in Q2 2026, its #136 holding.
  • Tidemark first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.