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Citizens Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Citizens Financial Group’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 		$14.2M Sell
133,555
-2,534
-2% -$272K 0.2% 98
2025
Q4 		$14.6M Buy
136,089
+7,704
+6% +$825K 0.2% 97
2025
Q3 		$13.7M Sell
128,385
-5,974
-4% -$625K 0.19% 99
2025
Q2 		$14M Sell
134,359
-27,665
-17% -$2.88M 0.23% 86
2025
Q1 		$17.1M Sell
162,024
-380
-0.2% -$40.4K 0.34% 68
2024
Q4 		$17.3M Sell
162,404
-446
-0.3% -$47.9K 0.34% 64
2024
Q3 		$17.7M Sell
162,850
-12,324
-7% -$1.33M 0.36% 58
2024
Q2 		$18.7M Buy
175,174
+8,035
+5% +$856K 0.41% 49
2024
Q1 		$18M Sell
167,139
-22,444
-12% -$2.42M 0.6% 33
2023
Q4 		$20.6M Sell
189,583
-2,740
-1% -$286K 0.71% 30
2023
Q3 		$19.7M Sell
192,323
-185,024
-49% -$19.5M 0.8% 28
2023
Q2 		$40.3M Sell
377,347
-68,030
-15% -$7.27M 1.47% 12
2023
Q1 		$48M Sell
445,377
-213,889
-32% -$22.9M 1.76% 13
2022
Q4 		$69.6M Buy
659,266
+626,832
+1,933% +$65.3M 2.72% 9
2022
Q3 		$3.33M Buy
32,434
+30,280
+1,406% +$3.22M 0.15% 114
2022
Q2 		$229K Buy
+2,154
New +$230K 0.01% 384
2021
Q3 		– Sell
-4,967
Closed -$582K – 453
2021
Q2 		$582K Buy
+4,967
New +$580K 0.03% 221
2020
Q1 		– Sell
-1,304
Closed -$149K – 1185
2019
Q4 		$149K Hold
1,304
– – 0.01% 284
2019
Q3 		$149K Buy
+1,304
New +$149K 0.01% 258
2017
Q4 		– Sell
-4,543
Closed -$504K – 524
2017
Q3 		$504K Hold
4,543
– – 0.04% 165
2017
Q2 		$500K Sell
4,543
-2,800
-38% -$308K 0.04% 161
2017
Q1 		$800K Hold
7,343
– – 0.07% 129
2016
Q4 		$794K Hold
7,343
– – 0.08% 127
2016
Q3 		$828K Hold
7,343
– – 0.08% 126
2016
Q2 		$837K Hold
7,343
– – 0.08% 124
2016
Q1 		$820K Sell
7,343
-3,500
-32% -$390K 0.08% 127
2015
Q4 		$1.2M Buy
+10,843
New +$1.19M 0.11% 104

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

Citizens Financial Group's MUB Position: Q1 2026 in Review

Citizens Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q1 2026, selling an estimated $272K and leaving 133,555 shares worth $14.2M. The position accounts for 0.2% of the portfolio, ranked #98.

Citizens Financial Group first reported a position in MUB in Q4 2015 and has held it in 27 quarters since. The position peaked at $69.6M in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Citizens Financial Group held 133,555 shares of iShares National Muni Bond ETF worth $14.2M as of Q1 2026.
  • Citizens Financial Group sold 2,534 iShares National Muni Bond ETF shares in Q1 2026, an estimated $272K.
  • iShares National Muni Bond ETF made up 0.2% of Citizens Financial Group's portfolio in Q1 2026, its #98 holding.
  • Citizens Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 27 quarters since.
  • Citizens Financial Group's iShares National Muni Bond ETF position peaked at $69.6M in Q4 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.