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 Q2	$118K	Buy	1,101 +489	+80%	+$52.3K	0.01%	337
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Howe & Rusling's MUB Position: Q2 2026 in Review

Howe & Rusling increased its iShares National Muni Bond ETF (MUB) stake by 80% in Q2 2026, buying an estimated $52.3K and bringing the position to 1,101 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #337.

Howe & Rusling first reported a position in MUB in Q2 2022 and has held it in 10 quarters since. The position peaked at $119K in Q2 2022. 1,644 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Howe & Rusling held 1,101 shares of iShares National Muni Bond ETF worth $118K as of Q2 2026.
Howe & Rusling bought 489 iShares National Muni Bond ETF shares in Q2 2026, an estimated $52.3K.
iShares National Muni Bond ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #337 holding.
Howe & Rusling first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 10 quarters since.
Howe & Rusling's iShares National Muni Bond ETF position peaked at $119K in Q2 2022.
1,644 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.