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Wilmington Savings Fund Society’s iShares National Muni Bond ETF MUB Stock Holding History

Wilmington Savings Fund Society’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 		$93.7K Hold
871
– – ﹤0.01% 757
2026
Q1 		$92.5K Sell
871
-6,717
-89% -$722K ﹤0.01% 749
2025
Q4 		$813K Buy
7,588
+6,588
+659% +$705K 0.02% 342
2025
Q3 		$106K Sell
1,000
-8,204
-89% -$859K ﹤0.01% 723
2025
Q2 		$962K Buy
9,204
+2,581
+39% +$268K 0.02% 440
2025
Q1 		$698K Buy
6,623
+2,882
+77% +$306K 0.01% 495
2024
Q4 		$399K Buy
3,741
+273
+8% +$29.3K 0.01% 641
2024
Q3 		$377K Buy
3,468
+518
+18% +$55.8K 0.01% 645
2024
Q2 		$314K Buy
+2,950
New +$314K 0.01% 306
2023
Q3 		– Sell
-2,450
Closed -$261K – 364
2023
Q2 		$261K Hold
2,450
– – 0.01% 327
2023
Q1 		$264K Sell
2,450
-53
-2% -$5.66K 0.01% 310
2022
Q4 		$265K Hold
2,503
– – 0.01% 312
2022
Q3 		$256K Sell
2,503
-4
-0.2% -$425 0.01% 313
2022
Q2 		$267K Sell
2,507
-870
-26% -$92.8K 0.01% 324
2022
Q1 		$371K Buy
3,377
+238
+8% +$26.9K 0.01% 297
2021
Q4 		$365K Hold
3,139
– – 0.01% 311
2021
Q3 		$365K Sell
3,139
-12
-0.4% -$1.41K 0.01% 309
2021
Q2 		$369K Buy
3,151
+701
+29% +$81.9K 0.01% 309
2021
Q1 		$284K Hold
2,450
– – 0.01% 326
2020
Q4 		$287K Buy
+2,450
New +$285K 0.01% 325
2020
Q2 		– Sell
-3,574
Closed -$404K – 361
2020
Q1 		$404K Sell
3,574
-1,592
-31% -$182K 0.02% 267
2019
Q4 		$588K Sell
5,166
-631
-11% -$71.9K 0.03% 236
2019
Q3 		$661K Hold
5,797
– – 0.04% 215
2019
Q2 		$656K Buy
5,797
+1,464
+34% +$164K 0.04% 222
2019
Q1 		$482K Buy
4,333
+92
+2% +$10.1K 0.03% 257
2018
Q4 		$462K Hold
4,241
– – 0.03% 252
2018
Q3 		$458K Sell
4,241
-100
-2% -$10.9K 0.02% 262
2018
Q2 		$473K Buy
+4,341
New +$471K 0.03% 257

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

Wilmington Savings Fund Society's MUB Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 871 shares worth $93.7K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Wilmington Savings Fund Society first reported a position in MUB in Q2 2018 and has held it in 28 quarters since. The position peaked at $962K in Q2 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wilmington Savings Fund Society held 871 shares of iShares National Muni Bond ETF worth $93.7K as of Q2 2026.
  • Wilmington Savings Fund Society left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #757 holding.
  • Wilmington Savings Fund Society first reported a position in iShares National Muni Bond ETF in Q2 2018 and has held it in 28 quarters since.
  • Wilmington Savings Fund Society's iShares National Muni Bond ETF position peaked at $962K in Q2 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.