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Galvin Gaustad & Stein’s iShares National Muni Bond ETF MUB Stock Holding History

Galvin Gaustad & Stein’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 		$4.03M Sell
38,011
-3,087
-8% -$332K 0.32% 73
2025
Q4 		$4.4M Buy
41,098
+2,359
+6% +$253K 0.34% 72
2025
Q3 		$4.13M Buy
38,739
+2,869
+8% +$300K 0.34% 68
2025
Q2 		$3.75M Sell
35,870
-4,479
-11% -$466K 0.32% 66
2025
Q1 		$4.25M Sell
40,349
-8,952
-18% -$952K 0.38% 61
2024
Q4 		$5.25M Buy
49,301
+1,461
+3% +$157K 0.47% 58
2024
Q3 		$5.2M Sell
47,840
-3,276
-6% -$353K 0.46% 56
2024
Q2 		$5.45M Buy
51,116
+99
+0.2% +$10.5K 0.51% 53
2024
Q1 		$5.49M Buy
51,017
+2,698
+6% +$291K 0.51% 53
2023
Q4 		$5.24M Sell
48,319
-722
-1% -$75.5K 0.49% 53
2023
Q3 		$5.03M Buy
49,041
+1,100
+2% +$116K 0.51% 53
2023
Q2 		$5.12M Buy
47,941
+3,432
+8% +$367K 0.5% 57
2023
Q1 		$4.8M Buy
44,509
+4,769
+12% +$510K 0.47% 58
2022
Q4 		$4.19M Buy
39,740
+7,678
+24% +$800K 0.42% 62
2022
Q3 		$3.29M Buy
32,062
+6,301
+24% +$670K 0.35% 65
2022
Q2 		$2.74M Sell
25,761
-7,076
-22% -$755K 0.28% 68
2022
Q1 		$3.6M Sell
32,837
-2,280
-6% -$257K 0.32% 71
2021
Q4 		$4.08M Buy
35,117
+921
+3% +$107K 0.35% 72
2021
Q3 		$3.97M Buy
34,196
+1,301
+4% +$153K 0.38% 70
2021
Q2 		$3.85M Sell
32,895
-867
-3% -$101K 0.37% 72
2021
Q1 		$3.92M Buy
33,762
+1,276
+4% +$149K 0.39% 73
2020
Q4 		$3.81M Buy
+32,486
New +$3.77M 0.4% 70

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

Galvin Gaustad & Stein's MUB Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its iShares National Muni Bond ETF (MUB) stake by 7.5% in Q1 2026, selling an estimated $332K and leaving 38,011 shares worth $4.03M. The position accounts for 0.32% of the portfolio, ranked #73.

Galvin Gaustad & Stein first reported a position in MUB in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.49M in Q1 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Galvin Gaustad & Stein held 38,011 shares of iShares National Muni Bond ETF worth $4.03M as of Q1 2026.
  • Galvin Gaustad & Stein sold 3,087 iShares National Muni Bond ETF shares in Q1 2026, an estimated $332K.
  • iShares National Muni Bond ETF made up 0.32% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #73 holding.
  • Galvin Gaustad & Stein first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Galvin Gaustad & Stein's iShares National Muni Bond ETF position peaked at $5.49M in Q1 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.