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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

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

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. 1,641 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.
  • 1,641 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.