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

Union Savings 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	$247K	Hold	2,297	–	–	0.1%	114
2026 Q1	$244K	Buy	2,297 +234	+11%	+$25.2K	0.11%	118
2025 Q4	$221K	Buy	+2,063	New	+$221K	0.1%	123
2025 Q2	$384K	Sell	3,695 -1,867	-34%	-$194K	0.18%	93
2025 Q1	$586K	Hold	5,562	–	–	0.29%	65
2024 Q4	$593K	Buy	5,562 +1,624	+41%	+$174K	0.29%	64
2024 Q3	$428K	Hold	3,938	–	–	0.21%	90
2024 Q2	$420K	Sell	3,938 -1,448	-27%	-$154K	0.22%	90
2024 Q1	$580K	Sell	5,386 -293	-5%	-$31.6K	0.3%	70
2023 Q4	$616K	Sell	5,679 -235	-4%	-$24.6K	0.35%	67
2023 Q3	$606K	Hold	5,914	–	–	0.38%	63
2023 Q2	$630K	Buy	+5,914	New	+$632K	0.38%	63

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 $80.9B AUM 26.08% 1-Year Est. Return

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

Union Savings Bank's MUB Position: Q2 2026 in Review

Union Savings Bank held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,297 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #114.

Union Savings Bank first reported a position in MUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $630K in Q2 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Union Savings Bank held 2,297 shares of iShares National Muni Bond ETF worth $247K as of Q2 2026.
Union Savings Bank left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.1% of Union Savings Bank's portfolio in Q2 2026, its #114 holding.
Union Savings Bank first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares National Muni Bond ETF position peaked at $630K in Q2 2023.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.