David Shaw’s iShares National Muni Bond ETF MUB Stock Holding History

David Shaw’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	–	Sell	-74,906	Closed	-$8.02M	–	4866
2025 Q4	$8.02M	Sell	74,906 -171,094	-70%	-$18.3M	﹤0.01%	1932
2025 Q3	$26.2M	Buy	246,000 +50,900	+26%	+$5.33M	0.01%	1002
2025 Q2	$20.4M	Sell	195,100 -3,001,500	-94%	-$312M	0.01%	1024
2025 Q1	$337M	Buy	3,196,600 +1,839,800	+136%	+$196M	0.3%	44
2024 Q4	$145M	Buy	1,356,800 +1,348,400	+16,052%	+$145M	0.11%	226
2024 Q3	$912K	Buy	+8,400	New	+$905K	﹤0.01%	3343
2024 Q2	–	Sell	-2,731,200	Closed	-$294M	–	4716
2024 Q1	$294M	Buy	2,731,200 +1,433,400	+110%	+$155M	0.25%	79
2023 Q4	$141M	Buy	+1,297,800	New	+$136M	0.12%	186
2018 Q3	–	Sell	-3,450	Closed	-$376K	–	3879
2018 Q2	$376K	Hold	3,450	–	–	﹤0.01%	3267
2018 Q1	$376K	Hold	3,450	–	–	﹤0.01%	3034
2017 Q4	$382K	Sell	3,450 -61,250	-95%	-$6.78M	﹤0.01%	3117
2017 Q3	$7.17M	Hold	64,700	–	–	0.01%	1138
2017 Q2	$7.13M	Buy	64,700 +7,700	+14%	+$847K	0.01%	1098
2017 Q1	$6.21M	Buy	+57,000	New	+$6.18M	0.01%	1147
2016 Q4	–	Sell	-57,200	Closed	-$6.45M	–	3542
2016 Q3	$6.45M	Buy	+57,200	New	+$6.48M	0.01%	1138

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

David Shaw's MUB Position: Q1 2026 in Review

David Shaw sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 74,906 shares — an estimated $8.02M sold.

David Shaw first reported a position in MUB in Q3 2016 and held it in 15 quarters. The position peaked at $337M in Q1 2025. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

David Shaw reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
David Shaw sold 74,906 iShares National Muni Bond ETF shares in Q1 2026, an estimated $8.02M.
David Shaw first reported a position in iShares National Muni Bond ETF in Q3 2016 and held it in 15 quarters.
David Shaw's iShares National Muni Bond ETF position peaked at $337M in Q1 2025.
1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.