Cerity Partners
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Cerity Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Cerity Partners’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 		$119M Buy
1,101,170
+30,905
+3% +$3.31M 0.14% 136
2026
Q1 		$114M Buy
1,070,265
+71,036
+7% +$7.64M 0.16% 125
2025
Q4 		$107M Buy
999,229
+131,404
+15% +$14.1M 0.16% 130
2025
Q3 		$92.5M Sell
867,825
-55,901
-6% -$5.85M 0.15% 139
2025
Q2 		$96.4M Buy
923,726
+176,005
+24% +$18.3M 0.17% 124
2025
Q1 		$78.8M Sell
747,721
-7,827
-1% -$832K 0.16% 135
2024
Q4 		$80.5M Buy
755,548
+27,273
+4% +$2.93M 0.17% 124
2024
Q3 		$79.1M Buy
728,275
+10,609
+1% +$1.14M 0.18% 131
2024
Q2 		$76.5M Sell
717,666
-41,623
-5% -$4.43M 0.2% 113
2024
Q1 		$81.7M Buy
759,289
+48,514
+7% +$5.24M 0.22% 101
2023
Q4 		$77.1M Buy
710,775
+106,110
+18% +$11.1M 0.25% 91
2023
Q3 		$62M Buy
604,665
+312,021
+107% +$32.9M 0.3% 88
2023
Q2 		$31.2M Buy
292,644
+29,101
+11% +$3.11M 0.12% 168
2023
Q1 		$28.4M Sell
263,543
-37,981
-13% -$4.06M 0.07% 197
2022
Q4 		$31.8M Buy
301,524
+70,793
+31% +$7.38M 0.2% 112
2022
Q3 		$23.7M Buy
230,731
+7,140
+3% +$759K 0.28% 70
2022
Q2 		$23.8M Buy
223,591
+159,667
+250% +$17M 0.26% 79
2022
Q1 		$7.01M Sell
63,924
-8,378
-12% -$946K 0.11% 161
2021
Q4 		$8.41M Buy
72,302
+8,173
+13% +$949K 0.13% 144
2021
Q3 		$7.45M Buy
64,129
+2,985
+5% +$350K 0.16% 125
2021
Q2 		$7.17M Sell
61,144
-16,671
-21% -$1.95M 0.16% 125
2021
Q1 		$9.03M Buy
77,815
+2,953
+4% +$344K 0.21% 98
2020
Q4 		$8.77M Buy
+74,862
New +$8.7M 0.28% 80
2020
Q3 		– Sell
-27,322
Closed -$3.15M – 517
2020
Q2 		$3.15M Buy
27,322
+20,340
+291% +$2.31M 0.17% 106
2020
Q1 		$789K Buy
+6,982
New +$797K 0.05% 239

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cerity Partners's MUB Position: Q2 2026 in Review

Cerity Partners increased its iShares National Muni Bond ETF (MUB) stake by 2.9% in Q2 2026, buying an estimated $3.31M and bringing the position to 1,101,170 shares worth $119M. The position accounts for 0.14% of the portfolio, ranked #136.

Cerity Partners first reported a position in MUB in Q1 2020 and has held it in 25 quarters since. 1,541 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cerity Partners held 1,101,170 shares of iShares National Muni Bond ETF worth $119M as of Q2 2026.
  • Cerity Partners bought 30,905 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.31M.
  • iShares National Muni Bond ETF made up 0.14% of Cerity Partners's portfolio in Q2 2026, its #136 holding.
  • Cerity Partners first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,541 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.