Coastal Bridge Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Coastal Bridge 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	$535K	Buy	5,037 +908	+22%	+$97.6K	0.04%	301
2025 Q4	$442K	Buy	4,129 +71	+2%	+$7.6K	0.03%	317
2025 Q3	$432K	Buy	4,058 +1,980	+95%	+$207K	0.03%	318
2025 Q2	$217K	Buy	2,078 +2	+0.1%	+$208	0.02%	405
2025 Q1	$219K	Buy	+2,076	New	+$221K	0.05%	233

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

Coastal Bridge Advisors's MUB Position: Q1 2026 in Review

Coastal Bridge Advisors increased its iShares National Muni Bond ETF (MUB) stake by 22% in Q1 2026, buying an estimated $97.6K and bringing the position to 5,037 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #301.

Coastal Bridge Advisors first reported a position in MUB in Q1 2025 and has held it in 5 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Coastal Bridge Advisors held 5,037 shares of iShares National Muni Bond ETF worth $535K as of Q1 2026.
Coastal Bridge Advisors bought 908 iShares National Muni Bond ETF shares in Q1 2026, an estimated $97.6K.
iShares National Muni Bond ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #301 holding.
Coastal Bridge Advisors first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.