Betterment LLC
MUB icon

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

Betterment 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
Q1 		$2.08B Buy
19,583,732
+593,514
+3% +$63.8M 3.94% 6
2025
Q4 		$2.03B Buy
18,990,218
+1,646,689
+9% +$176M 3.88% 6
2025
Q3 		$1.85B Sell
17,343,529
-1,240,704
-7% -$130M 3.65% 6
2025
Q2 		$1.94B Buy
18,584,233
+175,531
+1% +$18.2M 4.13% 6
2025
Q1 		$1.94B Buy
18,408,702
+150,443
+0.8% +$16M 4.6% 6
2024
Q4 		$1.95B Buy
18,258,259
+1,371,663
+8% +$147M 4.64% 5
2024
Q3 		$1.83B Buy
16,886,596
+1,113,584
+7% +$120M 4.38% 6
2024
Q2 		$1.68B Buy
15,773,012
+2,347,935
+17% +$250M 4.35% 6
2024
Q1 		$1.44B Buy
13,425,077
+3,662,109
+38% +$395M 3.88% 7
2023
Q4 		$1.06B Sell
9,762,968
-498,158
-5% -$52.1M 3.05% 9
2023
Q3 		$1.05B Buy
10,261,126
+416,186
+4% +$43.9M 3.33% 9
2023
Q2 		$1.05B Buy
9,844,940
+94,686
+1% +$10.1M 3.26% 9
2023
Q1 		$1.05B Buy
9,750,254
+82,033
+0.8% +$8.77M 3.4% 9
2022
Q4 		$1.02B Buy
9,668,221
+2,650,115
+38% +$276M 3.5% 9
2022
Q3 		$746M Hold
7,018,106
– – 2.67% 11
2022
Q2 		$746M Sell
7,018,106
-636,727
-8% -$67.9M 2.67% 11
2022
Q1 		$839M Sell
7,654,833
-2,806,744
-27% -$317M 2.67% 9
2021
Q4 		$1.22B Buy
10,461,577
+617,023
+6% +$71.6M 3.79% 8
2021
Q3 		$1.14B Buy
9,844,554
+677,804
+7% +$79.5M 3.82% 8
2021
Q2 		$1.07B Buy
9,166,750
+996,664
+12% +$116M 3.66% 8
2021
Q1 		$948M Buy
8,170,086
+1,104,409
+16% +$129M 3.57% 9
2020
Q4 		$828M Buy
7,065,677
+1,167,083
+20% +$136M 3.47% 10
2020
Q3 		$684M Buy
5,898,594
+590,477
+11% +$68.6M 3.36% 10
2020
Q2 		$613M Buy
5,308,117
+349,806
+7% +$39.7M 3.26% 11
2020
Q1 		$560M Sell
4,958,311
-1,704,932
-26% -$195M 3.48% 10
2019
Q4 		$759M Buy
6,663,243
+803,572
+14% +$91.5M 3.92% 8
2019
Q3 		$663M Hold
5,859,671
– – 3.76% 9
2019
Q2 		$663M Buy
5,859,671
+327,800
+6% +$36.7M 3.76% 9
2019
Q1 		$615M Buy
5,531,871
+308,141
+6% +$33.8M 3.72% 9
2018
Q4 		$570M Buy
5,223,730
+287,425
+6% +$30.9M 4% 8
2018
Q3 		$533M Sell
4,936,305
-1,479,959
-23% -$161M 3.5% 8
2018
Q2 		$700M Sell
6,416,264
-118,139
-2% -$12.8M 4.97% 6
2018
Q1 		$706M Buy
6,534,403
+199,687
+3% +$21.8M 5.13% 6
2017
Q4 		$702M Buy
6,334,716
+844,598
+15% +$93.5M 5.65% 5
2017
Q3 		$609M Buy
5,490,118
+943,908
+21% +$105M 5.56% 5
2017
Q2 		$501M Buy
4,546,210
+832,491
+22% +$91.5M 5.23% 6
2017
Q1 		$405M Buy
3,713,719
+447,871
+14% +$48.6M 4.87% 6
2016
Q4 		$353M Sell
3,265,848
-637,585
-16% -$69.8M 5.22% 7
2016
Q3 		$440M Buy
3,903,433
+658,237
+20% +$74.6M 7.39% 4
2016
Q2 		$370M Buy
3,245,196
+493,491
+18% +$55.5M 7.54% 4
2016
Q1 		$307M Buy
2,751,705
+383,131
+16% +$42.6M 7.64% 4
2015
Q4 		$262M Buy
2,368,574
+366,441
+18% +$40.2M 8.07% 4
2015
Q3 		$219M Buy
2,002,133
+209,065
+12% +$22.7M 8.33% 4
2015
Q2 		$194M Buy
1,793,068
+566,026
+46% +$61.7M 8.34% 4
2015
Q1 		$136M Buy
1,227,042
+678,825
+124% +$75.1M 7.86% 4
2014
Q4 		$60.5M Buy
+548,217
New +$60.3M 5.29% 7

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC's MUB Position: Q1 2026 in Review

Betterment LLC increased its iShares National Muni Bond ETF (MUB) stake by 3.1% in Q1 2026, buying an estimated $63.8M and bringing the position to 19,583,732 shares worth $2.08B. The position accounts for 3.94% of the portfolio, ranked #6.

Betterment LLC first reported a position in MUB in Q4 2014 and has held it in 46 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Betterment LLC held 19,583,732 shares of iShares National Muni Bond ETF worth $2.08B as of Q1 2026.
  • Betterment LLC bought 593,514 iShares National Muni Bond ETF shares in Q1 2026, an estimated $63.8M.
  • iShares National Muni Bond ETF made up 3.94% of Betterment LLC's portfolio in Q1 2026, its #6 holding.
  • Betterment LLC first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.