Atwater Malick’s iShares National Muni Bond ETF MUB Stock Holding History

Atwater Malick’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	$222K	Hold	2,094	–	–	0.06%	89
2025 Q4	$224K	Hold	2,094	–	–	0.06%	81
2025 Q3	$223K	Hold	2,094	–	–	0.06%	79
2025 Q2	$219K	Hold	2,094	–	–	0.07%	80
2025 Q1	$221K	Hold	2,094	–	–	0.07%	74
2024 Q4	$223K	Hold	2,094	–	–	0.07%	69
2024 Q3	$227K	Hold	2,094	–	–	0.07%	70
2024 Q2	$223K	Hold	2,094	–	–	0.08%	70
2024 Q1	$225K	Hold	2,094	–	–	0.08%	74
2023 Q4	$227K	Hold	2,094	–	–	0.09%	67
2023 Q3	$215K	Hold	2,094	–	–	0.09%	61
2023 Q2	$223K	Hold	2,094	–	–	0.1%	62
2023 Q1	$226K	Hold	2,094	–	–	0.11%	56
2022 Q4	$221K	Hold	2,094	–	–	0.11%	57
2022 Q3	$215K	Hold	2,094	–	–	0.12%	53
2022 Q2	$223K	Hold	2,094	–	–	0.12%	51
2022 Q1	$230K	Hold	2,094	–	–	0.11%	51
2021 Q4	$243K	Hold	2,094	–	–	0.11%	49
2021 Q3	$243K	Sell	2,094 -592	-22%	-$69.4K	0.13%	45
2021 Q2	$315K	Buy	2,686 +592	+28%	+$69.2K	0.17%	37
2021 Q1	$243K	Hold	2,094	–	–	0.15%	40
2020 Q4	$245K	Hold	2,094	–	–	0.15%	36
2020 Q3	$243K	Hold	2,094	–	–	0.17%	35
2020 Q2	$242K	Sell	2,094 -1,350	-39%	-$153K	0.19%	38
2020 Q1	$389K	Hold	3,444	–	–	0.37%	28
2019 Q4	$392K	Sell	3,444 -495	-13%	-$56.4K	0.31%	31
2019 Q3	$449K	Hold	3,939	–	–	0.38%	28
2019 Q2	$445K	Sell	3,939 -180	-4%	-$20.2K	0.41%	29
2019 Q1	$458K	Buy	4,119 +90	+2%	+$9.87K	0.45%	28
2018 Q4	$439K	Buy	+4,029	New	+$434K	0.49%	27

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

Atwater Malick's MUB Position: Q1 2026 in Review

Atwater Malick held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 2,094 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #89.

Atwater Malick first reported a position in MUB in Q4 2018 and has held it in 30 quarters since. The position peaked at $458K in Q1 2019. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Atwater Malick held 2,094 shares of iShares National Muni Bond ETF worth $222K as of Q1 2026.
Atwater Malick left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.06% of Atwater Malick's portfolio in Q1 2026, its #89 holding.
Atwater Malick first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
Atwater Malick's iShares National Muni Bond ETF position peaked at $458K in Q1 2019.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.