IEQ Capital
MUB icon

IEQ Capital’s iShares National Muni Bond ETF MUB Stock Holding History

IEQ Capital’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
Q3 		$5.56M Buy
54,993
+1,616
+3% +$170K 0.02% 488
2026
Q2 		$5.74M Buy
53,377
+3,796
+8% +$406K 0.03% 469
2026
Q1 		$5.26M Buy
49,581
+26,135
+111% +$2.81M 0.02% 495
2025
Q4 		$2.51M Buy
23,446
+24
+0.1% +$2.57K 0.01% 720
2025
Q3 		$2.49M Sell
23,422
-6,437
-22% -$674K 0.01% 689
2025
Q2 		$3.12M Buy
29,859
+9,995
+50% +$1.04M 0.02% 546
2025
Q1 		$2.09M Buy
19,864
+16,886
+567% +$1.8M 0.02% 576
2024
Q4 		$317K Sell
2,978
-1,542
-34% -$166K ﹤0.01% 1003
2024
Q3 		$491K Buy
4,520
+1,280
+40% +$138K 0.01% 756
2024
Q2 		$345K Buy
3,240
+894
+38% +$95.2K ﹤0.01% 761
2024
Q1 		$252K Buy
+2,346
New +$253K ﹤0.01% 811
2022
Q4 		– Sell
-5,185
Closed -$532K – 870
2022
Q3 		$532K Buy
+5,185
New +$551K 0.01% 511
2020
Q1 		– Sell
-1,859
Closed -$212K – 408
2019
Q4 		$212K Buy
+1,859
New +$212K 0.02% 377

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

IEQ Capital's MUB Position: Q3 2026 in Review

IEQ Capital increased its iShares National Muni Bond ETF (MUB) stake by 3% in Q3 2026, buying an estimated $170K and bringing the position to 54,993 shares worth $5.56M. The position accounts for 0.02% of the portfolio, ranked #488.

IEQ Capital first reported a position in MUB in Q4 2019 and has held it in 13 quarters since. The position peaked at $5.74M in Q2 2026. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • IEQ Capital held 54,993 shares of iShares National Muni Bond ETF worth $5.56M as of Q3 2026.
  • IEQ Capital bought 1,616 iShares National Muni Bond ETF shares in Q3 2026, an estimated $170K.
  • iShares National Muni Bond ETF made up 0.02% of IEQ Capital's portfolio in Q3 2026, its #488 holding.
  • IEQ Capital first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 13 quarters since.
  • IEQ Capital's iShares National Muni Bond ETF position peaked at $5.74M in Q2 2026.
  • 1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.