AI
MUB icon

Atria Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Atria 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
Q1 		$10.7M Buy
100,360
+1,235
+1% +$133K 0.12% 179
2025
Q4 		$10.6M Buy
99,125
+17,814
+22% +$1.91M 0.12% 179
2025
Q3 		$8.66M Sell
81,311
-5,836
-7% -$611K 0.1% 230
2025
Q2 		$9.11M Sell
87,147
-14,445
-14% -$1.5M 0.11% 212
2025
Q1 		$10.7M Buy
101,592
+1,825
+2% +$194K 0.14% 173
2024
Q4 		$10.6M Sell
99,767
-1,768
-2% -$190K 0.13% 175
2024
Q3 		$11M Sell
101,535
-181,063
-64% -$19.5M 0.14% 166
2024
Q2 		$30.1M Buy
282,598
+191,662
+211% +$20.4M 0.39% 45
2024
Q1 		$9.78M Sell
90,936
-1,600
-2% -$173K 0.13% 175
2023
Q4 		$10M Buy
92,536
+21,152
+30% +$2.21M 0.16% 156
2023
Q3 		$7.32M Buy
71,384
+20,260
+40% +$2.14M 0.13% 191
2023
Q2 		$5.46M Buy
51,124
+8,686
+20% +$928K 0.1% 238
2023
Q1 		$4.57M Buy
42,438
+5,488
+15% +$586K 0.09% 289
2022
Q4 		$3.9M Sell
36,950
-5,245
-12% -$547K 0.08% 310
2022
Q3 		$4.33M Sell
42,195
-14,148
-25% -$1.5M 0.1% 262
2022
Q2 		$5.99M Sell
56,343
-37,008
-40% -$3.95M 0.13% 199
2022
Q1 		$10.2M Buy
93,351
+5,248
+6% +$592K 0.18% 142
2021
Q4 		$10.2M Buy
88,103
+34,529
+64% +$4.01M 0.18% 132
2021
Q3 		$6.22M Sell
53,574
-152
-0.3% -$17.8K 0.11% 203
2021
Q2 		$6.3M Buy
53,726
+13,046
+32% +$1.52M 0.12% 194
2021
Q1 		$4.72M Buy
40,680
+18,594
+84% +$2.17M 0.1% 221
2020
Q4 		$2.59M Buy
22,086
+5,978
+37% +$694K 0.06% 346
2020
Q3 		$1.87M Buy
16,108
+341
+2% +$39.6K 0.06% 363
2020
Q2 		$1.82M Buy
+15,767
New +$1.79M 0.06% 331
2020
Q1 		– Sell
-16,474
Closed -$1.88M – 958
2019
Q4 		$1.88M Sell
16,474
-3,046
-16% -$347K 0.05% 328
2019
Q3 		$2.23M Sell
19,520
-337
-2% -$38.4K 0.08% 206
2019
Q2 		$2.29M Sell
19,857
-2,921
-13% -$327K 0.09% 198
2019
Q1 		$2.53M Sell
22,778
-2,620
-10% -$287K 0.11% 184
2018
Q4 		$2.77M Buy
25,398
+10,794
+74% +$1.16M 0.12% 132
2018
Q3 		$1.58M Sell
14,604
-6,673
-31% -$725K 0.06% 288
2018
Q2 		$2.32M Buy
21,277
+3,229
+18% +$350K 0.1% 202
2018
Q1 		$1.97M Sell
18,048
-2,796
-13% -$305K 0.09% 225
2017
Q4 		$2.31M Sell
20,844
-1,021
-5% -$113K 0.11% 195
2017
Q3 		$2.42M Buy
21,865
+4,088
+23% +$454K 0.13% 173
2017
Q2 		$1.96M Buy
17,777
+7,102
+67% +$781K 0.12% 182
2017
Q1 		$1.16M Sell
10,675
-42,963
-80% -$4.66M 0.08% 237
2016
Q4 		$5.8M Buy
53,638
+34,555
+181% +$3.78M 0.44% 37
2016
Q3 		$2.15M Buy
19,083
+328
+2% +$37.2K 0.2% 82
2016
Q2 		$2.14M Buy
18,755
+1,091
+6% +$123K 0.23% 66
2016
Q1 		$1.97M Sell
17,664
-5,292
-23% -$589K 0.22% 68
2015
Q4 		$2.56M Sell
22,956
-222
-1% -$24.4K 0.28% 53
2015
Q3 		$2.54M Sell
23,178
-15,372
-40% -$1.67M 0.35% 46
2015
Q2 		$4.17M Buy
38,550
+18,772
+95% +$2.05M 0.49% 33
2015
Q1 		$2.19M Sell
19,778
-18,585
-48% -$2.06M 0.25% 62
2014
Q4 		$4.23M Buy
38,363
+17,992
+88% +$1.98M 0.45% 35
2014
Q3 		$2.23M Sell
20,371
-5,139
-20% -$560K 0.23% 85
2014
Q2 		$2.77M Buy
25,510
+4,102
+19% +$444K 0.28% 61
2014
Q1 		$2.29M Sell
21,408
-839
-4% -$89.1K 0.23% 77
2013
Q4 		$2.31M Sell
22,247
-12,515
-36% -$1.31M 0.23% 71
2013
Q3 		$3.63M Sell
34,762
-9,616
-22% -$993K 0.38% 47
2013
Q2 		$4.66M Buy
+44,378
New +$4.86M 0.57% 33

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's MUB Position: Q1 2026 in Review

Atria Investments increased its iShares National Muni Bond ETF (MUB) stake by 1.2% in Q1 2026, buying an estimated $133K and bringing the position to 100,360 shares worth $10.7M. The position accounts for 0.12% of the portfolio, ranked #179.

Atria Investments first reported a position in MUB in Q2 2013 and has held it in 51 quarters since. The position peaked at $30.1M in Q2 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Atria Investments held 100,360 shares of iShares National Muni Bond ETF worth $10.7M as of Q1 2026.
  • Atria Investments bought 1,235 iShares National Muni Bond ETF shares in Q1 2026, an estimated $133K.
  • iShares National Muni Bond ETF made up 0.12% of Atria Investments's portfolio in Q1 2026, its #179 holding.
  • Atria Investments first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • Atria Investments's iShares National Muni Bond ETF position peaked at $30.1M in Q2 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.