Corient Private Wealth
MUB icon

Corient Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Corient Private Wealth’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 		$91.8M Sell
864,554
-831,396
-49% -$89.4M 0.13% 152
2025
Q4 		$182M Buy
1,695,950
+907,102
+115% +$97.1M 0.12% 167
2025
Q3 		$84M Sell
788,848
-28,002
-3% -$2.93M 0.13% 161
2025
Q2 		$85.3M Buy
816,850
+145,831
+22% +$15.2M 0.11% 174
2025
Q1 		$70.8M Sell
671,019
-16,453
-2% -$1.75M 0.12% 180
2024
Q4 		$73.3M Sell
687,472
-83,295
-11% -$8.95M 0.12% 173
2024
Q3 		$83.7M Sell
770,767
-11,446
-1% -$1.23M 0.13% 158
2024
Q2 		$83.4M Sell
782,213
-24,308
-3% -$2.59M 0.15% 152
2024
Q1 		$86.8M Sell
806,521
-16,327
-2% -$1.76M 0.15% 150
2023
Q4 		$89.2M Buy
822,848
+67,515
+9% +$7.06M 0.16% 141
2023
Q3 		$77.5M Buy
755,333
+32,376
+4% +$3.41M 0.18% 130
2023
Q2 		$77.2M Sell
722,957
-18,216
-2% -$1.95M 0.18% 129
2023
Q1 		$79.9M Sell
741,173
-115,018
-13% -$12.3M 0.21% 116
2022
Q4 		$90.3M Buy
+856,191
New +$89.2M 0.33% 82

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

Corient Private Wealth's MUB Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 49% in Q1 2026, selling an estimated $89.4M and leaving 864,554 shares worth $91.8M. The position accounts for 0.13% of the portfolio, ranked #152.

Corient Private Wealth first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $182M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Corient Private Wealth held 864,554 shares of iShares National Muni Bond ETF worth $91.8M as of Q1 2026.
  • Corient Private Wealth sold 831,396 iShares National Muni Bond ETF shares in Q1 2026, an estimated $89.4M.
  • iShares National Muni Bond ETF made up 0.13% of Corient Private Wealth's portfolio in Q1 2026, its #152 holding.
  • Corient Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares National Muni Bond ETF position peaked at $182M in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.