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
Q2 		$45.5M Sell
422,533
-442,021
-51% -$47.3M 0.06% 260
2026
Q1 		$91.8M Buy
864,554
+16,554
+2% +$1.78M 0.13% 152
2025
Q4 		$90.8M Buy
848,000
+59,152
+7% +$6.33M 0.12% 165
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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Corient Private Wealth's MUB Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 51% in Q2 2026, selling an estimated $47.3M and leaving 422,533 shares worth $45.5M. The position accounts for 0.06% of the portfolio, ranked #260.

Corient Private Wealth first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $91.8M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Corient Private Wealth held 422,533 shares of iShares National Muni Bond ETF worth $45.5M as of Q2 2026.
  • Corient Private Wealth sold 442,021 iShares National Muni Bond ETF shares in Q2 2026, an estimated $47.3M.
  • iShares National Muni Bond ETF made up 0.06% of Corient Private Wealth's portfolio in Q2 2026, its #260 holding.
  • Corient Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares National Muni Bond ETF position peaked at $91.8M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.