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Howe & Rusling’s iShares National Muni Bond ETF MUB Stock Holding History

Howe & Rusling’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 		$65K Hold
612
– – ﹤0.01% 351
2025
Q4 		$65.5K Buy
+612
New +$65.5K ﹤0.01% 355
2025
Q2 		– Sell
-50
Closed -$5.27K – 485
2025
Q1 		$5.27K Buy
50
+36
+257% +$3.83K ﹤0.01% 397
2024
Q4 		$1.49K Hold
14
– – ﹤0.01% 402
2024
Q3 		$1.52K Buy
+14
New +$1.51K ﹤0.01% 393
2024
Q2 		– Sell
-255
Closed -$27.4K – 383
2024
Q1 		$27.4K Hold
255
– – ﹤0.01% 309
2023
Q4 		$27.6K Buy
+255
New +$26.6K ﹤0.01% 293
2022
Q4 		– Sell
-88
Closed -$9K – 772
2022
Q3 		$9K Sell
88
-1,027
-92% -$109K ﹤0.01% 557
2022
Q2 		$119K Buy
+1,115
New +$119K 0.02% 237

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 $424B AUM 22.96% 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 $336B AUM 34.66% 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

Howe & Rusling's MUB Position: Q1 2026 in Review

Howe & Rusling held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 612 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Howe & Rusling first reported a position in MUB in Q2 2022 and has held it in 9 quarters since. The position peaked at $119K in Q2 2022. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Howe & Rusling held 612 shares of iShares National Muni Bond ETF worth $65K as of Q1 2026.
  • Howe & Rusling left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #351 holding.
  • Howe & Rusling first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 9 quarters since.
  • Howe & Rusling's iShares National Muni Bond ETF position peaked at $119K in Q2 2022.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.