Chilton Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Chilton Capital Management’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	$54.7K	Buy	515 +420	+442%	+$45.2K	﹤0.01%	320
2025 Q4	$10.2K	Hold	95	–	–	﹤0.01%	462
2025 Q3	$10.1K	Buy	+95	New	+$9.94K	﹤0.01%	485
2022 Q1	–	Sell	-480	Closed	-$56K	–	463
2021 Q4	$56K	Buy	+480	New	+$55.7K	﹤0.01%	324
2013 Q4	–	Sell	-40	Closed	-$4.18K	–	394
2013 Q3	$4.18K	Sell	40 -635	-94%	-$65.6K	﹤0.01%	355
2013 Q2	$71K	Buy	+675	New	+$73.9K	0.01%	241

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

Chilton Capital Management's MUB Position: Q1 2026 in Review

Chilton Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 442% in Q1 2026, buying an estimated $45.2K and bringing the position to 515 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Chilton Capital Management first reported a position in MUB in Q2 2013 and has held it in 6 quarters since. The position peaked at $71K in Q2 2013. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Chilton Capital Management held 515 shares of iShares National Muni Bond ETF worth $54.7K as of Q1 2026.
Chilton Capital Management bought 420 iShares National Muni Bond ETF shares in Q1 2026, an estimated $45.2K.
iShares National Muni Bond ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2026, its #320 holding.
Chilton Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 6 quarters since.
Chilton Capital Management's iShares National Muni Bond ETF position peaked at $71K in Q2 2013.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.