Atlantic Union Bankshares’s iShares National Muni Bond ETF MUB Stock Holding History

Atlantic Union Bankshares’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 Q1	–	Sell	-13	Closed	-$1.39K	–	1806
2025 Q4	$1.39K	Buy	+13	New	+$1.39K	﹤0.01%	1540
2025 Q3	–	Sell	-4,837	Closed	-$505K	–	1678
2025 Q2	$505K	Buy	4,837 +202	+4%	+$21K	0.01%	392
2025 Q1	$489K	Hold	4,635	–	–	0.03%	233
2024 Q4	$494K	Sell	4,635 -1,004	-18%	-$108K	0.03%	241
2024 Q3	$613K	Hold	5,639	–	–	0.04%	233
2024 Q2	$601K	Buy	+5,639	New	+$601K	0.04%	225

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlantic Union Bankshares's MUB Position: Q1 2026 in Review

Atlantic Union Bankshares sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 13 shares — an estimated $1.39K sold.

Atlantic Union Bankshares first reported a position in MUB in Q2 2024 and held it in 6 quarters. The position peaked at $613K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Atlantic Union Bankshares reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Atlantic Union Bankshares sold 13 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.39K.
Atlantic Union Bankshares first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 6 quarters.
Atlantic Union Bankshares's iShares National Muni Bond ETF position peaked at $613K in Q3 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.