Janney Montgomery Scott
MUB icon

Janney Montgomery Scott’s iShares National Muni Bond ETF MUB Stock Holding History

Janney Montgomery Scott’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 		$24.8M Buy
233,162
+24,225
+12% +$2.6M 0.06% 297
2025
Q4 		$22.4M Buy
208,937
+20,598
+11% +$2.21M 0.05% 339
2025
Q3 		$20.1M Buy
188,339
+11,211
+6% +$1.17M 0.05% 361
2025
Q2 		$18.5M Buy
177,128
+46,627
+36% +$4.85M 0.05% 357
2025
Q1 		$13.8M Sell
130,501
-406
-0.3% -$43.2K 0.04% 431
2024
Q4 		$13.9M Sell
130,907
-5,712
-4% -$614K 0.04% 440
2024
Q3 		$14.8M Buy
136,619
+10,344
+8% +$1.11M 0.04% 419
2024
Q2 		$13.5M Buy
126,275
+11,320
+10% +$1.21M 0.04% 420
2024
Q1 		$12.4M Buy
114,955
+21,303
+23% +$2.3M 0.04% 460
2023
Q4 		$10.2M Buy
93,652
+1,941
+2% +$203K 0.03% 501
2023
Q3 		$9.4M Buy
91,711
+6,669
+8% +$703K 0.04% 461
2023
Q2 		$9.08M Buy
85,042
+3,392
+4% +$363K 0.03% 501
2023
Q1 		$8.8M Buy
81,650
+28,662
+54% +$3.06M 0.04% 467
2022
Q4 		$5.59M Sell
52,988
-2,351
-4% -$245K 0.02% 628
2022
Q3 		$5.68M Buy
55,339
+21,259
+62% +$2.26M 0.02% 566
2022
Q2 		$3.6M Sell
34,080
-3,417
-9% -$365K 0.02% 700
2022
Q1 		$4.11M Buy
37,497
+1,030
+3% +$116K 0.02% 654
2021
Q4 		$4.24M Buy
36,467
+2,261
+7% +$263K 0.02% 675
2021
Q3 		$3.97M Buy
34,206
+9,222
+37% +$1.08M 0.02% 681
2021
Q2 		$2.93M Buy
24,984
+2,171
+10% +$254K 0.01% 779
2021
Q1 		$2.65M Buy
22,813
+2,102
+10% +$245K 0.01% 774
2020
Q4 		$2.43M Sell
20,711
-407
-2% -$47.3K 0.01% 790
2020
Q3 		$2.45M Sell
21,118
-2,693
-11% -$313K 0.01% 730
2020
Q2 		$2.75M Sell
23,811
-1,583
-6% -$180K 0.02% 646
2020
Q1 		$2.87M Sell
25,394
-20,148
-44% -$2.3M 0.02% 569
2019
Q4 		$5.19M Sell
45,542
-533
-1% -$60.7K 0.03% 454
2019
Q3 		$5.26M Buy
46,075
+3,670
+9% +$419K 0.04% 418
2019
Q2 		$4.8M Buy
42,405
+911
+2% +$102K 0.04% 439
2019
Q1 		$4.61M Sell
41,494
-85
-0.2% -$9.32K 0.04% 422
2018
Q4 		$4.53M Sell
41,579
-8,279
-17% -$891K 0.04% 388
2018
Q3 		$5.38M Buy
49,858
+28,842
+137% +$3.13M 0.05% 383
2018
Q2 		$2.29M Buy
21,016
+1,605
+8% +$174K 0.02% 628
2018
Q1 		$2.11M Sell
19,411
-1,044
-5% -$114K 0.02% 632
2017
Q4 		$2.27M Buy
20,455
+3,113
+18% +$344K 0.02% 602
2017
Q3 		$1.92M Sell
17,342
-2,412
-12% -$268K 0.02% 632
2017
Q2 		$2.17M Sell
19,754
-687
-3% -$75.5K 0.03% 539
2017
Q1 		$2.23M Sell
20,441
-14,155
-41% -$1.53M 0.03% 521
2016
Q4 		$3.74M Buy
34,596
+4,898
+16% +$536K 0.06% 326
2016
Q3 		$3.35M Sell
29,698
-21,714
-42% -$2.46M 0.06% 313
2016
Q2 		$5.86M Buy
51,412
+28,176
+121% +$3.17M 0.12% 156
2016
Q1 		$2.59M Buy
23,236
+6,424
+38% +$715K 0.07% 272
2015
Q4 		$1.86M Buy
16,812
+205
+1% +$22.5K 0.05% 365
2015
Q3 		$1.82M Sell
16,607
-1,339
-7% -$146K 0.05% 355
2015
Q2 		$1.94M Sell
17,946
-998
-5% -$109K 0.04% 497
2015
Q1 		$2.1M Sell
18,944
-584
-3% -$64.6K 0.04% 555
2014
Q4 		$2.15M Buy
19,528
+2,375
+14% +$261K 0.04% 517
2014
Q3 		$1.88M Buy
17,153
+2,140
+14% +$233K 0.04% 550
2014
Q2 		$1.63M Buy
15,013
+1,700
+13% +$184K 0.04% 590
2014
Q1 		$1.43M Sell
13,313
-3,461
-21% -$367K 0.03% 598
2013
Q4 		$1.74M Buy
16,774
+2,747
+20% +$287K 0.05% 484
2013
Q3 		$1.47M Buy
+14,027
New +$1.45M 0.04% 498

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

Janney Montgomery Scott's MUB Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q1 2026, buying an estimated $2.6M and bringing the position to 233,162 shares worth $24.8M. The position accounts for 0.06% of the portfolio, ranked #297.

Janney Montgomery Scott first reported a position in MUB in Q3 2013 and has held it in 51 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Janney Montgomery Scott held 233,162 shares of iShares National Muni Bond ETF worth $24.8M as of Q1 2026.
  • Janney Montgomery Scott bought 24,225 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.6M.
  • iShares National Muni Bond ETF made up 0.06% of Janney Montgomery Scott's portfolio in Q1 2026, its #297 holding.
  • Janney Montgomery Scott first reported a position in iShares National Muni Bond ETF in Q3 2013 and has held it in 51 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.