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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital's MUB Position: Q1 2026 in Review

IEQ Capital increased its iShares National Muni Bond ETF (MUB) stake by 111% in Q1 2026, buying an estimated $2.81M and bringing the position to 49,581 shares worth $5.26M. The position accounts for 0.02% of the portfolio, ranked #495.

IEQ Capital first reported a position in MUB in Q4 2019 and has held it in 11 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

IEQ Capital held 49,581 shares of iShares National Muni Bond ETF worth $5.26M as of Q1 2026.
IEQ Capital bought 26,135 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.81M.
iShares National Muni Bond ETF made up 0.02% of IEQ Capital's portfolio in Q1 2026, its #495 holding.
IEQ Capital first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 11 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.