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Equitable Holdings’s iShares National Muni Bond ETF MUB Stock Holding History

Equitable Holdings’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 		$45M Buy
418,400
+44,452
+12% +$4.75M 0.27% 81
2026
Q1 		$40.1M Sell
373,948
-77,977
-17% -$8.38M 0.26% 83
2025
Q4 		$48.4M Buy
451,925
+27,396
+6% +$2.93M 0.33% 67
2025
Q3 		$45.2M Buy
424,529
+18,472
+5% +$1.93M 0.33% 64
2025
Q2 		$42.4M Buy
406,057
+42,408
+12% +$4.41M 0.35% 60
2025
Q1 		$38.3M Buy
363,649
+38,161
+12% +$4.06M 0.36% 60
2024
Q4 		$34.7M Sell
325,488
-17,535
-5% -$1.88M 0.33% 67
2024
Q3 		$37.3M Buy
343,023
+16,640
+5% +$1.79M 0.36% 58
2024
Q2 		$34.8M Buy
326,383
+33,339
+11% +$3.55M 0.37% 57
2024
Q1 		$31.5M Buy
293,044
+25,712
+10% +$2.77M 0.36% 60
2023
Q4 		$29M Buy
267,332
+58,075
+28% +$6.07M 0.36% 63
2023
Q3 		$21.5M Buy
209,257
+24,469
+13% +$2.58M 0.31% 72
2023
Q2 		$19.7M Buy
184,788
+19,400
+12% +$2.07M 0.28% 78
2023
Q1 		$17.8M Buy
165,388
+656
+0.4% +$70.1K 0.28% 79
2022
Q4 		$17.4M Buy
164,732
+48,102
+41% +$5.01M 0.3% 75
2022
Q3 		$12M Buy
116,630
+12,208
+12% +$1.3M 0.23% 86
2022
Q2 		$11.1M Buy
104,422
+18,600
+22% +$1.98M 0.21% 87
2022
Q1 		$9.41M Buy
85,822
+33,338
+64% +$3.76M 0.15% 101
2021
Q4 		$6.1M Buy
52,484
+10,783
+26% +$1.25M 0.1% 143
2021
Q3 		$4.84M Buy
41,701
+9,121
+28% +$1.07M 0.08% 149
2021
Q2 		$3.82M Buy
32,580
+9,530
+41% +$1.11M 0.07% 167
2021
Q1 		$2.67M Sell
23,050
-1,443
-6% -$168K 0.06% 196
2020
Q4 		$2.87M Sell
24,493
-944
-4% -$110K 0.07% 179
2020
Q3 		$2.95M Buy
25,437
+1,642
+7% +$191K 0.08% 156
2020
Q2 		$2.75M Buy
23,795
+6,465
+37% +$734K 0.08% 156
2020
Q1 		$1.96M Buy
17,330
+3,235
+23% +$369K 0.07% 170
2019
Q4 		$1.61M Buy
+14,095
New +$1.61M 0.05% 228

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

Equitable Holdings's MUB Position: Q2 2026 in Review

Equitable Holdings increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, buying an estimated $4.75M and bringing the position to 418,400 shares worth $45M. The position accounts for 0.27% of the portfolio, ranked #81.

Equitable Holdings first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $48.4M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Equitable Holdings held 418,400 shares of iShares National Muni Bond ETF worth $45M as of Q2 2026.
  • Equitable Holdings bought 44,452 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.75M.
  • iShares National Muni Bond ETF made up 0.27% of Equitable Holdings's portfolio in Q2 2026, its #81 holding.
  • Equitable Holdings first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares National Muni Bond ETF position peaked at $48.4M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.