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Choate Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Choate Investment Advisors’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 		$76.2M Sell
717,755
-447,758
-38% -$48.1M 1.49% 12
2025
Q4 		$125M Sell
1,165,513
-56,965
-5% -$6.1M 2.45% 8
2025
Q3 		$130M Sell
1,222,478
-82,517
-6% -$8.64M 2.69% 7
2025
Q2 		$136M Buy
1,304,995
+10,692
+0.8% +$1.11M 2.96% 5
2025
Q1 		$136M Buy
1,294,303
+22,128
+2% +$2.35M 3.39% 2
2024
Q4 		$136M Sell
1,272,175
-110,440
-8% -$11.9M 3.26% 3
2024
Q3 		$150M Buy
1,382,615
+205,584
+17% +$22.2M 3.83% 2
2024
Q2 		$125M Sell
1,177,031
-252,293
-18% -$26.9M 3.29% 4
2024
Q1 		$154M Buy
1,429,324
+201,000
+16% +$21.7M 4.14% 3
2023
Q4 		$133M Buy
1,228,324
+39,673
+3% +$4.15M 4.12% 3
2023
Q3 		$122M Sell
1,188,651
-72,206
-6% -$7.62M 4.78% 3
2023
Q2 		$135M Buy
1,260,857
+162,733
+15% +$17.4M 5.63% 3
2023
Q1 		$118M Buy
1,098,124
+892,145
+433% +$95.3M 5.71% 5
2022
Q4 		$21.7M Sell
205,979
-30,760
-13% -$3.21M 1.31% 10
2022
Q3 		$24.3M Buy
236,739
+1,344
+0.6% +$143K 1.6% 9
2022
Q2 		$25M Buy
+235,395
New +$25.1M 1.52% 9
2021
Q3 		– Sell
-572
Closed -$67K – 323
2021
Q2 		$67K Hold
572
– – ﹤0.01% 291
2021
Q1 		$66K Hold
572
– – ﹤0.01% 275
2020
Q4 		$67K Hold
572
– – ﹤0.01% 260
2020
Q3 		$66K Buy
+572
New +$66.5K ﹤0.01% 256
2018
Q3 		– Sell
-1,945
Closed -$212K – 215
2018
Q2 		$212K Hold
1,945
– – 0.01% 217
2018
Q1 		$212K Hold
1,945
– – 0.01% 223
2017
Q4 		$215K Sell
1,945
-949
-33% -$105K 0.01% 229
2017
Q3 		$321K Hold
2,894
– – 0.02% 203
2017
Q2 		$319K Sell
2,894
-75
-3% -$8.25K 0.02% 200
2017
Q1 		$323K Sell
2,969
-600
-17% -$65K 0.02% 201
2016
Q4 		$386K Buy
+3,569
New +$391K 0.02% 176

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

Choate Investment Advisors's MUB Position: Q1 2026 in Review

Choate Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 38% in Q1 2026, selling an estimated $48.1M and leaving 717,755 shares worth $76.2M. The position accounts for 1.49% of the portfolio, ranked #12.

Choate Investment Advisors first reported a position in MUB in Q4 2016 and has held it in 27 quarters since. The position peaked at $154M in Q1 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Choate Investment Advisors held 717,755 shares of iShares National Muni Bond ETF worth $76.2M as of Q1 2026.
  • Choate Investment Advisors sold 447,758 iShares National Muni Bond ETF shares in Q1 2026, an estimated $48.1M.
  • iShares National Muni Bond ETF made up 1.49% of Choate Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • Choate Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 27 quarters since.
  • Choate Investment Advisors's iShares National Muni Bond ETF position peaked at $154M in Q1 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.