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Veratis Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Veratis Advisors’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 		$5.92M Buy
+54,980
New +$5.88M 4.19% 7
2025
Q4 		$5.76M Buy
+53,101
New +$5.69M 4.56% 6

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

Veratis Advisors's MUB Position: Q2 2026 in Review

Veratis Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 54,980 shares worth $5.92M. The stake represents 4.19% of the portfolio and ranks #7 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in MUB as recently as Q4 2025.

Veratis Advisors first reported a position in MUB in Q4 2025 and has held it in 2 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Veratis Advisors held 54,980 shares of iShares National Muni Bond ETF worth $5.92M as of Q2 2026.
  • iShares National Muni Bond ETF was a new Veratis Advisors position in Q2 2026.
  • iShares National Muni Bond ETF made up 4.19% of Veratis Advisors's portfolio in Q2 2026, its #7 holding.
  • Veratis Advisors first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.