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Gerber Kawasaki Wealth & Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$8.31M Buy
77,176
+1,946
+3% +$208K 0.22% 67
2026
Q1 		$7.99M Buy
75,230
+1,273
+2% +$137K 0.25% 64
2025
Q4 		$7.92M Sell
73,957
-1,592
-2% -$170K 0.28% 62
2025
Q3 		$8.05M Buy
75,549
+4,247
+6% +$444K 0.28% 61
2025
Q2 		$7.45M Buy
71,302
+6,743
+10% +$701K 0.29% 62
2025
Q1 		$6.81M Sell
64,559
-173
-0.3% -$18.4K 0.31% 62
2024
Q4 		$6.9M Sell
64,732
-37
-0.1% -$3.98K 0.3% 62
2024
Q3 		$7.04M Buy
64,769
+954
+1% +$103K 0.32% 59
2024
Q2 		$6.8M Buy
63,815
+5,378
+9% +$573K 0.34% 61
2024
Q1 		$6.29M Buy
58,437
+3,562
+6% +$384K 0.34% 57
2023
Q4 		$5.95M Buy
54,875
+11,357
+26% +$1.19M 0.36% 54
2023
Q3 		$4.46M Sell
43,518
-399
-0.9% -$42.1K 0.3% 64
2023
Q2 		$4.69M Buy
43,917
+5,537
+14% +$592K 0.31% 60
2023
Q1 		$4.14M Buy
38,380
+2,600
+7% +$278K 0.33% 63
2022
Q4 		$3.78M Buy
35,780
+20,172
+129% +$2.1M 0.33% 65
2022
Q3 		$1.6M Sell
15,608
-26,557
-63% -$2.82M 0.15% 92
2022
Q2 		$4.48M Buy
42,165
+11,529
+38% +$1.23M 0.43% 50
2022
Q1 		$3.36M Buy
30,636
+27,782
+973% +$3.14M 0.27% 60
2021
Q4 		$331K Buy
2,854
+2,849
+56,980% +$331K 0.03% 194
2021
Q3 		$5K Sell
5
-2,955
-100% -$346K ﹤0.01% 766
2021
Q2 		$346K Sell
2,960
-125
-4% -$14.6K 0.04% 178
2021
Q1 		$358K Buy
3,085
+475
+18% +$55.4K 0.04% 153
2020
Q4 		$305K Buy
+2,610
New +$303K 0.04% 139

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MUB Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 2.6% in Q2 2026, buying an estimated $208K and bringing the position to 77,176 shares worth $8.31M. The position accounts for 0.22% of the portfolio, ranked #67.

Gerber Kawasaki Wealth & Investment Management first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. 1,316 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 77,176 shares of iShares National Muni Bond ETF worth $8.31M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 1,946 iShares National Muni Bond ETF shares in Q2 2026, an estimated $208K.
  • iShares National Muni Bond ETF made up 0.22% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #67 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,316 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.