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XML Financial’s iShares National Muni Bond ETF MUB Stock Holding History

XML Financial’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 		$433K Sell
4,025
-259
-6% -$27.7K 0.03% 310
2026
Q1 		$455K Buy
4,284
+2
+0% +$215 0.04% 281
2025
Q4 		$459K Buy
4,282
+44
+1% +$4.71K 0.04% 272
2025
Q3 		$451K Sell
4,238
-279
-6% -$29.2K 0.04% 264
2025
Q2 		$472K Buy
4,517
+165
+4% +$17.2K 0.04% 245
2025
Q1 		$459K Buy
4,352
+46
+1% +$4.89K 0.04% 234
2024
Q4 		$459K Sell
4,306
-4,030
-48% -$433K 0.04% 237
2024
Q3 		$906K Buy
8,336
+1,562
+23% +$168K 0.08% 182
2024
Q2 		$722K Buy
6,774
+4,590
+210% +$489K 0.07% 190
2024
Q1 		$235K Buy
2,184
+100
+5% +$10.8K 0.02% 307
2023
Q4 		$226K Sell
2,084
-3,992
-66% -$417K 0.02% 304
2023
Q3 		$623K Sell
6,076
-59,750
-91% -$6.3M 0.07% 186
2023
Q2 		$7.03M Buy
65,826
+3,346
+5% +$358K 0.81% 36
2023
Q1 		$6.73M Buy
62,480
+655
+1% +$70K 0.82% 40
2022
Q4 		$6.52M Sell
61,825
-7,358
-11% -$767K 0.82% 41
2022
Q3 		$7.1M Sell
69,183
-448
-0.6% -$47.6K 0.99% 29
2022
Q2 		$7.41M Sell
69,631
-1,636
-2% -$175K 1.67% 18
2022
Q1 		$7.81M Buy
71,267
+1,814
+3% +$205K 0.93% 30
2021
Q4 		$8.08M Buy
69,453
+3,042
+5% +$353K 0.97% 27
2021
Q3 		$7.71M Buy
66,411
+2,864
+5% +$336K 1.03% 23
2021
Q2 		$7.45M Sell
63,547
-1,066
-2% -$125K 1.64% 17
2021
Q1 		$7.5M Buy
64,613
+2,426
+4% +$283K 1.83% 15
2020
Q4 		$7.29M Buy
62,187
+448
+0.7% +$52K 1.89% 15
2020
Q3 		$7.16M Buy
61,739
+6,018
+11% +$699K 2.23% 11
2020
Q2 		$6.43M Buy
55,721
+10,790
+24% +$1.22M 2.23% 10
2020
Q1 		$5.08M Buy
44,931
+28,953
+181% +$3.3M 2.19% 9
2019
Q4 		$1.82M Buy
+15,978
New +$1.82M 0.66% 36

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

XML Financial's MUB Position: Q2 2026 in Review

XML Financial reduced its iShares National Muni Bond ETF (MUB) stake by 6% in Q2 2026, selling an estimated $27.7K and leaving 4,025 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #310.

XML Financial first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.08M in Q4 2021. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • XML Financial held 4,025 shares of iShares National Muni Bond ETF worth $433K as of Q2 2026.
  • XML Financial sold 259 iShares National Muni Bond ETF shares in Q2 2026, an estimated $27.7K.
  • iShares National Muni Bond ETF made up 0.03% of XML Financial's portfolio in Q2 2026, its #310 holding.
  • XML Financial first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's iShares National Muni Bond ETF position peaked at $8.08M in Q4 2021.
  • 1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.