Umpqua Bank’s iShares National Muni Bond ETF MUB Stock Holding History

Umpqua Bank’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	$1.48M	Sell	13,759 -505	-4%	-$54K	0.33%	69
2026 Q1	$1.51M	Buy	14,264 +915	+7%	+$98.4K	0.43%	68
2025 Q4	$1.43M	Sell	13,349 -670	-5%	-$71.7K	0.4%	69
2025 Q3	$1.5M	Sell	14,019 -5,025	-26%	-$526K	0.42%	60
2025 Q2	$1.98M	Buy	19,044 +875	+5%	+$91K	0.6%	48
2025 Q1	$1.92M	Sell	18,169 -100	-0.5%	-$10.6K	0.66%	46
2024 Q4	$1.92M	Buy	18,269 +3,300	+22%	+$355K	0.67%	46
2024 Q3	$1.63M	Buy	14,969 +1,100	+8%	+$119K	0.6%	48
2024 Q2	$1.48M	Buy	13,869 +1,351	+11%	+$144K	0.57%	48
2024 Q1	$1.35M	Buy	+12,518	New	+$1.35M	0.55%	51

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Umpqua Bank's MUB Position: Q2 2026 in Review

Umpqua Bank reduced its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q2 2026, selling an estimated $54K and leaving 13,759 shares worth $1.48M. The position accounts for 0.33% of the portfolio, ranked #69.

Umpqua Bank first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.98M in Q2 2025. 1,617 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Umpqua Bank held 13,759 shares of iShares National Muni Bond ETF worth $1.48M as of Q2 2026.
Umpqua Bank sold 505 iShares National Muni Bond ETF shares in Q2 2026, an estimated $54K.
iShares National Muni Bond ETF made up 0.33% of Umpqua Bank's portfolio in Q2 2026, its #69 holding.
Umpqua Bank first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Umpqua Bank's iShares National Muni Bond ETF position peaked at $1.98M in Q2 2025.
1,617 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.