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First Citizens Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

First Citizens Asset Management’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 		$6.69M Sell
62,199
-213
-0.3% -$22.8K 2.14% 10
2026
Q1 		$6.63M Sell
62,412
-28,284
-31% -$3.04M 2.35% 10
2025
Q4 		$9.71M Buy
90,696
+1,345
+2% +$144K 3.4% 8
2025
Q3 		$9.52M Sell
89,351
-84,277
-49% -$8.82M 3.38% 8
2025
Q2 		$18.1M Buy
173,628
+639
+0.4% +$66.4K 6.43% 6
2025
Q1 		$18.2M Buy
172,989
+5,264
+3% +$560K 7.09% 5
2024
Q4 		$17.9M Buy
167,725
+8,957
+6% +$962K 6.54% 5
2024
Q3 		$17.2M Buy
158,768
+22,890
+17% +$2.47M 6.13% 5
2024
Q2 		$14.5M Buy
135,878
+6,908
+5% +$736K 5.4% 6
2024
Q1 		$13.9M Buy
128,970
+7,210
+6% +$778K 5.25% 6
2023
Q4 		$13.2M Sell
121,760
-2,990
-2% -$312K 5.29% 5
2023
Q3 		$12.8M Sell
124,750
-268
-0.2% -$28.3K 5.44% 6
2023
Q2 		$13.3M Sell
125,018
-3,572
-3% -$382K 5.46% 5
2023
Q1 		$13.9M Buy
128,590
+75,501
+142% +$8.07M 5.76% 6
2022
Q4 		$5.6M Sell
53,089
-5,342
-9% -$557K 3.14% 10
2022
Q3 		$5.99M Buy
+58,431
New +$6.21M 3.79% 9

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

First Citizens Asset Management's MUB Position: Q2 2026 in Review

First Citizens Asset Management reduced its iShares National Muni Bond ETF (MUB) stake by 0.34% in Q2 2026, selling an estimated $22.8K and leaving 62,199 shares worth $6.69M. The position accounts for 2.14% of the portfolio, ranked #10.

First Citizens Asset Management first reported a position in MUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $18.2M in Q1 2025. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • First Citizens Asset Management held 62,199 shares of iShares National Muni Bond ETF worth $6.69M as of Q2 2026.
  • First Citizens Asset Management sold 213 iShares National Muni Bond ETF shares in Q2 2026, an estimated $22.8K.
  • iShares National Muni Bond ETF made up 2.14% of First Citizens Asset Management's portfolio in Q2 2026, its #10 holding.
  • First Citizens Asset Management first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • First Citizens Asset Management's iShares National Muni Bond ETF position peaked at $18.2M in Q1 2025.
  • 480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.