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

Veery Capital’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	$12.2M	Buy	113,805 +5,737	+5%	+$614K	3.29%	11
2026 Q1	$11.5M	Sell	108,068 -4,421	-4%	-$475K	3.52%	11
2025 Q4	$12M	Buy	112,489 +3,509	+3%	+$376K	3.7%	9
2025 Q3	$11.6M	Buy	108,980 +3,399	+3%	+$356K	3.66%	10
2025 Q2	$11M	Sell	105,581 -3,624	-3%	-$377K	3.79%	9
2025 Q1	$11.5M	Buy	109,205 +189	+0.2%	+$20.1K	4.48%	8
2024 Q4	$11.6M	Buy	109,016 +6,102	+6%	+$656K	4.45%	7
2024 Q3	$11.2M	Buy	102,914 +8,113	+9%	+$874K	4.19%	9
2024 Q2	$10.1M	Buy	94,801 +1,089	+1%	+$116K	4.09%	7
2024 Q1	$10.1M	Buy	93,712 +16,496	+21%	+$1.78M	4.13%	7
2023 Q4	$8.37M	Sell	77,216 -20,602	-21%	-$2.15M	3.75%	7
2023 Q3	$10M	Buy	97,818 +882	+0.9%	+$93K	4.88%	6
2023 Q2	$10.3M	Buy	96,936 +30,280	+45%	+$3.24M	4.88%	7
2023 Q1	$7.18M	Sell	66,656 -9,905	-13%	-$1.06M	3.83%	7
2022 Q4	$8.08M	Sell	76,561 -7,146	-9%	-$745K	4.77%	7
2022 Q3	$8.59M	Buy	83,707 +1,442	+2%	+$153K	5.49%	5
2022 Q2	$8.75M	Buy	82,265 +4,803	+6%	+$513K	5.38%	6
2022 Q1	$8.49M	Buy	77,462 +10,079	+15%	+$1.14M	4.7%	7
2021 Q4	$7.83M	Buy	67,383 +1,008	+2%	+$117K	4.11%	7
2021 Q3	$7.71M	Buy	66,375 +5,076	+8%	+$595K	4.37%	7
2021 Q2	$7.18M	Buy	61,299 +4,830	+9%	+$564K	4.18%	8
2021 Q1	$6.55M	Buy	56,469 +4,053	+8%	+$473K	4.14%	8
2020 Q4	$6.14M	Buy	+52,416	New	+$6.09M	4.14%	7

Other funds holding MUB

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Veery Capital's MUB Position: Q2 2026 in Review

Veery Capital increased its iShares National Muni Bond ETF (MUB) stake by 5.3% in Q2 2026, buying an estimated $614K and bringing the position to 113,805 shares worth $12.2M. The position accounts for 3.29% of the portfolio, ranked #11.

Veery Capital first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. 342 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Veery Capital held 113,805 shares of iShares National Muni Bond ETF worth $12.2M as of Q2 2026.
Veery Capital bought 5,737 iShares National Muni Bond ETF shares in Q2 2026, an estimated $614K.
iShares National Muni Bond ETF made up 3.29% of Veery Capital's portfolio in Q2 2026, its #11 holding.
Veery Capital first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
342 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.