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Winthrop Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Winthrop Advisory Group’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 		$932K Buy
8,656
+2,393
+38% +$256K 0.06% 94
2026
Q1 		$665K Buy
6,263
+41
+0.7% +$4.41K 0.05% 93
2025
Q4 		$666K Sell
6,222
-70
-1% -$7.49K 0.06% 92
2025
Q3 		$670K Buy
6,292
+1,252
+25% +$131K 0.06% 87
2025
Q2 		$527K Buy
5,040
+211
+4% +$21.9K 0.05% 97
2025
Q1 		$509K Sell
4,829
-1,838
-28% -$195K 0.06% 91
2024
Q4 		$710K Buy
6,667
+1,679
+34% +$180K 0.09% 76
2024
Q3 		$542K Buy
4,988
+7
+0.1% +$754 0.07% 82
2024
Q2 		$531K Buy
4,981
+858
+21% +$91.4K 0.07% 78
2024
Q1 		$444K Buy
+4,123
New +$445K 0.06% 89
2022
Q2 		– Sell
-2,195
Closed -$241K – 138
2022
Q1 		$241K Sell
2,195
-1,099
-33% -$124K 0.05% 118
2021
Q4 		$383K Sell
3,294
-358
-10% -$41.6K 0.08% 83
2021
Q3 		$424K Sell
3,652
-6
-0.2% -$703 0.09% 66
2021
Q2 		$428K Sell
3,658
-484
-12% -$56.6K 0.1% 70
2021
Q1 		$480K Buy
4,142
+207
+5% +$24.1K 0.12% 61
2020
Q4 		$461K Buy
3,935
+386
+11% +$44.8K 0.12% 63
2020
Q3 		$410K Buy
3,549
+1,640
+86% +$191K 0.13% 63
2020
Q2 		$220K Buy
1,909
+8
+0.4% +$908 0.08% 85
2020
Q1 		$214K Sell
1,901
-8,058
-81% -$920K 0.09% 79
2019
Q4 		$1.13M Buy
+9,959
New +$1.13M 0.41% 32

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

Winthrop Advisory Group's MUB Position: Q2 2026 in Review

Winthrop Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 38% in Q2 2026, buying an estimated $256K and bringing the position to 8,656 shares worth $932K. The position accounts for 0.06% of the portfolio, ranked #94.

Winthrop Advisory Group first reported a position in MUB in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.13M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Winthrop Advisory Group held 8,656 shares of iShares National Muni Bond ETF worth $932K as of Q2 2026.
  • Winthrop Advisory Group bought 2,393 iShares National Muni Bond ETF shares in Q2 2026, an estimated $256K.
  • iShares National Muni Bond ETF made up 0.06% of Winthrop Advisory Group's portfolio in Q2 2026, its #94 holding.
  • Winthrop Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Winthrop Advisory Group's iShares National Muni Bond ETF position peaked at $1.13M in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.