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AlTi Global’s iShares National Muni Bond ETF MUB Stock Holding History

AlTi Global’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 		$14.1M Buy
131,321
+22,813
+21% +$2.44M 0.29% 46
2026
Q1 		$11.5M Sell
108,508
-982
-0.9% -$106K 0.25% 52
2025
Q4 		$11.7M Sell
109,490
-30,722
-22% -$3.29M 0.25% 51
2025
Q3 		$14.9M Sell
140,212
-46,557
-25% -$4.87M 0.35% 43
2025
Q2 		$19.5M Buy
186,769
+47,328
+34% +$4.92M 0.49% 31
2025
Q1 		$14.7M Buy
139,441
+13,136
+10% +$1.4M 0.39% 32
2024
Q4 		$13.5M Sell
126,305
-395
-0.3% -$42.4K 0.32% 42
2024
Q3 		$13.8M Sell
126,700
-7,072
-5% -$762K 0.33% 38
2024
Q2 		$14.3M Sell
133,772
-49,001
-27% -$5.22M 0.38% 31
2024
Q1 		$19.7M Sell
182,773
-38,669
-17% -$4.17M 0.55% 25
2023
Q4 		$24M Buy
+221,442
New +$23.1M 0.73% 22

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

AlTi Global's MUB Position: Q2 2026 in Review

AlTi Global increased its iShares National Muni Bond ETF (MUB) stake by 21% in Q2 2026, buying an estimated $2.44M and bringing the position to 131,321 shares worth $14.1M. The position accounts for 0.29% of the portfolio, ranked #46.

AlTi Global first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $24M in Q4 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • AlTi Global held 131,321 shares of iShares National Muni Bond ETF worth $14.1M as of Q2 2026.
  • AlTi Global bought 22,813 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.44M.
  • iShares National Muni Bond ETF made up 0.29% of AlTi Global's portfolio in Q2 2026, its #46 holding.
  • AlTi Global first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's iShares National Muni Bond ETF position peaked at $24M in Q4 2023.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.