Aspiriant LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Aspiriant LLC’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	$30.2M	Sell	280,348 -8,543	-3%	-$914K	0.74%	22
2026 Q1	$30.7M	Sell	288,891 -13,918	-5%	-$1.5M	0.87%	20
2025 Q4	$32.4M	Sell	302,809 -35,244	-10%	-$3.77M	0.93%	18
2025 Q3	$36M	Sell	338,053 -2,406	-0.7%	-$252K	1.1%	15
2025 Q2	$35.6M	Buy	340,459 +168,023	+97%	+$17.5M	1.13%	15
2025 Q1	$18.2M	Buy	172,436 +5,815	+3%	+$618K	0.63%	24
2024 Q4	$17.8M	Sell	166,621 -21,203	-11%	-$2.28M	0.64%	26
2024 Q3	$20.4M	Sell	187,824 -6,133	-3%	-$661K	0.77%	22
2024 Q2	$20.7M	Sell	193,957 -2,268	-1%	-$242K	0.84%	20
2024 Q1	$21.1M	Sell	196,225 -6,979	-3%	-$753K	0.87%	19
2023 Q4	$22M	Buy	203,204 +56,347	+38%	+$5.89M	0.99%	19
2023 Q3	$15.1M	Buy	146,857 +12,239	+9%	+$1.29M	0.77%	23
2023 Q2	$14.4M	Sell	134,618 -12,091	-8%	-$1.29M	0.73%	24
2023 Q1	$15.8M	Sell	146,709 -51,282	-26%	-$5.48M	0.83%	21
2022 Q4	$20.9M	Sell	197,991 -106,301	-35%	-$11.1M	1.06%	19
2022 Q3	$31.2M	Sell	304,292 -123,980	-29%	-$13.2M	1.53%	15
2022 Q2	$45.6M	Sell	428,272 -12,180	-3%	-$1.3M	2.2%	10
2022 Q1	$48.3M	Buy	440,452 +39,011	+10%	+$4.4M	2.66%	10
2021 Q4	$46.7M	Buy	401,441 +17,510	+5%	+$2.03M	2.5%	11
2021 Q3	$44.6M	Buy	383,931 +12,821	+3%	+$1.5M	2.62%	11
2021 Q2	$43.5M	Sell	371,110 -8,948	-2%	-$1.05M	2.46%	12
2021 Q1	$44.1M	Sell	380,058 -29,811	-7%	-$3.48M	2.82%	10
2020 Q4	$48M	Sell	409,869 -42,993	-9%	-$4.99M	3.28%	9
2020 Q3	$52.5M	Sell	452,862 -43,280	-9%	-$5.03M	4.11%	4
2020 Q2	$57.3M	Buy	496,142 +5,254	+1%	+$596K	5.32%	4
2020 Q1	$55.5M	Sell	490,888 -14,539	-3%	-$1.66M	5.46%	4
2019 Q4	$57.6M	Buy	505,427 +39,863	+9%	+$4.54M	5.33%	3
2019 Q3	$53.1M	Sell	465,564 -301	-0.1%	-$34.3K	4.76%	3
2019 Q2	$52.7M	Sell	465,865 -43,620	-9%	-$4.88M	4.4%	3
2019 Q1	$56.6M	Sell	509,485 -407,406	-44%	-$44.7M	4.63%	3
2018 Q4	$100M	Buy	916,891 +815,568	+805%	+$87.8M	7.58%	2
2018 Q3	$10.9M	Sell	101,323 -43,514	-30%	-$4.73M	0.94%	25
2018 Q2	$15.8M	Buy	144,837 +51,084	+54%	+$5.54M	1.35%	19
2018 Q1	$10.2M	Buy	93,753 +70,680	+306%	+$7.71M	0.89%	27
2017 Q4	$2.56M	Sell	23,073 -1,874	-8%	-$207K	0.75%	26
2017 Q3	$2.77M	Buy	24,947 +2,900	+13%	+$322K	0.23%	63
2017 Q2	$2.43M	Sell	22,047 -26,392	-54%	-$2.9M	0.21%	69
2017 Q1	$5.28M	Sell	48,439 -997,267	-95%	-$108M	0.45%	41
2016 Q4	$113M	Buy	1,045,706 +1,017,411	+3,596%	+$111M	10.24%	2
2016 Q3	$3.19M	Buy	28,295 +12,277	+77%	+$1.39M	0.32%	47
2016 Q2	$1.82M	Buy	16,018 +5,353	+50%	+$602K	0.17%	81
2016 Q1	$1.19M	Sell	10,665 -1,948	-15%	-$217K	0.11%	93
2015 Q4	$1.4M	Sell	12,613 -3,794	-23%	-$416K	0.15%	40
2015 Q3	$1.8M	Sell	16,407 -690	-4%	-$75.1K	0.15%	41
2015 Q2	$1.85M	Buy	17,097 +4,500	+36%	+$490K	0.18%	29
2015 Q1	$1.39M	Buy	12,597 +290	+2%	+$32.1K	0.18%	32
2014 Q4	$1.36M	Buy	12,307 +5,075	+70%	+$558K	0.18%	31
2014 Q3	$793K	Buy	+7,232	New	+$789K	0.11%	41

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

Aspiriant LLC's MUB Position: Q2 2026 in Review

Aspiriant LLC reduced its iShares National Muni Bond ETF (MUB) stake by 3% in Q2 2026, selling an estimated $914K and leaving 280,348 shares worth $30.2M. The position accounts for 0.74% of the portfolio, ranked #22.

Aspiriant LLC first reported a position in MUB in Q3 2014 and has held it in 48 quarters since. The position peaked at $113M in Q4 2016. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Aspiriant LLC held 280,348 shares of iShares National Muni Bond ETF worth $30.2M as of Q2 2026.
Aspiriant LLC sold 8,543 iShares National Muni Bond ETF shares in Q2 2026, an estimated $914K.
iShares National Muni Bond ETF made up 0.74% of Aspiriant LLC's portfolio in Q2 2026, its #22 holding.
Aspiriant LLC first reported a position in iShares National Muni Bond ETF in Q3 2014 and has held it in 48 quarters since.
Aspiriant LLC's iShares National Muni Bond ETF position peaked at $113M in Q4 2016.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.