TruNorth Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

TruNorth Capital 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	$5.59M	Buy	51,941 +9,172	+21%	+$981K	0.9%	19
2026 Q1	$4.54M	Buy	42,769 +2,810	+7%	+$302K	0.87%	18
2025 Q4	$4.28M	Buy	39,959 +4,195	+12%	+$449K	0.81%	19
2025 Q3	$3.81M	Buy	35,764 +4,161	+13%	+$435K	0.75%	21
2025 Q2	$3.3M	Buy	31,603 +12,618	+66%	+$1.31M	0.73%	20
2025 Q1	$2M	Buy	18,985 +2,239	+13%	+$238K	0.5%	25
2024 Q4	$1.78M	Buy	16,746 +2,973	+22%	+$319K	0.49%	25
2024 Q3	$1.5M	Buy	13,773 +1,604	+13%	+$173K	0.44%	26
2024 Q2	$1.3M	Buy	12,169 +464	+4%	+$49.4K	0.42%	27
2024 Q1	$1.26M	Buy	+11,705	New	+$1.26M	0.43%	25

Other funds holding MUB

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TruNorth Capital Management's MUB Position: Q2 2026 in Review

TruNorth Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 21% in Q2 2026, buying an estimated $981K and bringing the position to 51,941 shares worth $5.59M. The position accounts for 0.9% of the portfolio, ranked #19.

TruNorth Capital Management first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

TruNorth Capital Management held 51,941 shares of iShares National Muni Bond ETF worth $5.59M as of Q2 2026.
TruNorth Capital Management bought 9,172 iShares National Muni Bond ETF shares in Q2 2026, an estimated $981K.
iShares National Muni Bond ETF made up 0.9% of TruNorth Capital Management's portfolio in Q2 2026, its #19 holding.
TruNorth Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
764 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.