Y.D. More Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Y.D. More Investments’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	$17.2K	Hold	160	–	–	﹤0.01%	368
2026 Q1	$17K	Hold	160	–	–	﹤0.01%	350
2025 Q4	$17.1K	Hold	160	–	–	﹤0.01%	343
2025 Q3	$17K	Hold	160	–	–	﹤0.01%	350
2025 Q2	$16.7K	Hold	160	–	–	﹤0.01%	362
2025 Q1	$16.9K	Hold	160	–	–	﹤0.01%	367
2024 Q4	$17K	Buy	160 +15	+10%	+$1.61K	﹤0.01%	351
2024 Q3	$15.8K	Hold	145	–	–	﹤0.01%	343
2024 Q2	$15.4K	Hold	145	–	–	﹤0.01%	353
2024 Q1	$15.6K	Hold	145	–	–	﹤0.01%	297
2023 Q4	$15.7K	Hold	145	–	–	﹤0.01%	306
2023 Q3	$14.9K	Hold	145	–	–	﹤0.01%	297
2023 Q2	$15.5K	Hold	145	–	–	﹤0.01%	273
2023 Q1	$15.6K	Hold	145	–	–	﹤0.01%	283
2022 Q4	$15.3K	Buy	+145	New	+$15.1K	﹤0.01%	323

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Y.D. More Investments's MUB Position: Q2 2026 in Review

Y.D. More Investments held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 160 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Y.D. More Investments first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Y.D. More Investments held 160 shares of iShares National Muni Bond ETF worth $17.2K as of Q2 2026.
Y.D. More Investments left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #368 holding.
Y.D. More Investments first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.