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Curi RMB Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Curi RMB Capital’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 		$735K Sell
6,926
-1,036
-13% -$111K 0.01% 512
2025
Q4 		$853K Buy
7,962
+245
+3% +$26.2K 0.01% 493
2025
Q3 		$822K Sell
7,717
-80
-1% -$8.37K 0.02% 445
2025
Q2 		$815K Buy
7,797
+3,207
+70% +$333K 0.02% 439
2025
Q1 		$484K Buy
+4,590
New +$488K 0.01% 392

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

Curi RMB Capital's MUB Position: Q1 2026 in Review

Curi RMB Capital reduced its iShares National Muni Bond ETF (MUB) stake by 13% in Q1 2026, selling an estimated $111K and leaving 6,926 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #512.

Curi RMB Capital first reported a position in MUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $853K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Curi RMB Capital held 6,926 shares of iShares National Muni Bond ETF worth $735K as of Q1 2026.
  • Curi RMB Capital sold 1,036 iShares National Muni Bond ETF shares in Q1 2026, an estimated $111K.
  • iShares National Muni Bond ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #512 holding.
  • Curi RMB Capital first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Curi RMB Capital's iShares National Muni Bond ETF position peaked at $853K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.