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Greenleaf Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Greenleaf Trust’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 		$4.16M Sell
39,148
-1,675
-4% -$180K 0.04% 115
2025
Q4 		$4.37M Sell
40,823
-2,110
-5% -$226K 0.04% 110
2025
Q3 		$4.57M Sell
42,933
-533
-1% -$55.8K 0.04% 106
2025
Q2 		$4.54M Sell
43,466
-5,196
-11% -$540K 0.04% 113
2025
Q1 		$5.13M Buy
48,662
+1,599
+3% +$170K 0.05% 104
2024
Q4 		$5.01M Buy
+47,063
New +$5.06M 0.05% 105

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

Greenleaf Trust's MUB Position: Q1 2026 in Review

Greenleaf Trust reduced its iShares National Muni Bond ETF (MUB) stake by 4.1% in Q1 2026, selling an estimated $180K and leaving 39,148 shares worth $4.16M. The position accounts for 0.04% of the portfolio, ranked #115.

Greenleaf Trust first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.13M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Greenleaf Trust held 39,148 shares of iShares National Muni Bond ETF worth $4.16M as of Q1 2026.
  • Greenleaf Trust sold 1,675 iShares National Muni Bond ETF shares in Q1 2026, an estimated $180K.
  • iShares National Muni Bond ETF made up 0.04% of Greenleaf Trust's portfolio in Q1 2026, its #115 holding.
  • Greenleaf Trust first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Greenleaf Trust's iShares National Muni Bond ETF position peaked at $5.13M in Q1 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.