Kovitz Investment Group Partners
MUB icon

Kovitz Investment Group Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Kovitz Investment Group Partners’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 		$2.78M Sell
25,824
-1,187
-4% -$127K 0.06% 185
2026
Q1 		$2.87M Buy
27,011
+620
+2% +$66.7K 0.07% 187
2025
Q4 		$2.83M Sell
26,391
-164,844
-86% -$17.6M 0.06% 194
2025
Q3 		$20.4M Sell
191,235
-5,684
-3% -$595K 0.08% 213
2025
Q2 		$20.6M Buy
196,919
+114,900
+140% +$11.9M 0.09% 198
2025
Q1 		$8.65M Sell
82,019
-20,356
-20% -$2.16M 0.04% 298
2024
Q4 		$10.9M Sell
102,375
-1,153
-1% -$124K 0.05% 249
2024
Q3 		$11.3M Buy
103,528
+27,737
+37% +$2.99M 0.08% 208
2024
Q2 		$8.09M Buy
75,791
+16,901
+29% +$1.8M 0.07% 212
2024
Q1 		$6.34M Buy
58,890
+18,175
+45% +$1.96M 0.08% 177
2023
Q4 		$4.41M Buy
40,715
+4,291
+12% +$448K 0.07% 167
2023
Q3 		$3.73M Buy
36,424
+3,691
+11% +$389K 0.07% 179
2023
Q2 		$3.49M Sell
32,733
-2,146
-6% -$229K 0.05% 197
2023
Q1 		$3.76M Buy
34,879
+12,001
+52% +$1.28M 0.07% 184
2022
Q4 		$2.41M Buy
22,878
+15,143
+196% +$1.58M 0.05% 216
2022
Q3 		$793K Buy
7,735
+2,174
+39% +$231K 0.02% 294
2022
Q2 		$591K Sell
5,561
-6,055
-52% -$646K 0.01% 327
2022
Q1 		$1.27M Sell
11,616
-27,329
-70% -$3.08M 0.02% 273
2021
Q4 		$4.56M Buy
38,945
+19,800
+103% +$2.3M 0.11% 136
2021
Q3 		$2.22M Sell
19,145
-500
-3% -$58.6K 0.04% 225
2021
Q2 		$2.3M Sell
19,645
-12,570
-39% -$1.47M 0.05% 227
2021
Q1 		$3.74M Sell
32,215
-6,130
-16% -$715K 0.09% 158
2020
Q4 		$4.49M Sell
38,345
-7,233
-16% -$840K 0.11% 132
2020
Q3 		$5.28M Buy
45,578
+188
+0.4% +$21.8K 0.15% 106
2020
Q2 		$5.24M Buy
45,390
+34,390
+313% +$3.9M 0.16% 100
2020
Q1 		$1.24M Buy
11,000
+1,325
+14% +$151K 0.04% 217
2019
Q4 		$1.1M Buy
9,675
+75
+0.8% +$8.54K 0.03% 255
2019
Q3 		$1.09M Buy
9,600
+75
+0.8% +$8.56K 0.03% 256
2019
Q2 		$1.08M Sell
9,525
-250
-3% -$28K 0.03% 262
2019
Q1 		$1.09M Buy
+9,775
New +$1.07M 0.03% 268

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kovitz Investment Group Partners's MUB Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares National Muni Bond ETF (MUB) stake by 4.4% in Q2 2026, selling an estimated $127K and leaving 25,824 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #185.

Kovitz Investment Group Partners first reported a position in MUB in Q1 2019 and has held it in 30 quarters since. The position peaked at $20.6M in Q2 2025. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Kovitz Investment Group Partners held 25,824 shares of iShares National Muni Bond ETF worth $2.78M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,187 iShares National Muni Bond ETF shares in Q2 2026, an estimated $127K.
  • iShares National Muni Bond ETF made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #185 holding.
  • Kovitz Investment Group Partners first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's iShares National Muni Bond ETF position peaked at $20.6M in Q2 2025.
  • 1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.