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Leonard Rickey Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Leonard Rickey Investment Advisors’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 		$11.9M Buy
112,382
+3,693
+3% +$397K 2.06% 15
2025
Q4 		$11.6M Buy
108,689
+3,012
+3% +$322K 2.11% 15
2025
Q3 		$11.3M Sell
105,677
-4,242
-4% -$444K 2.12% 14
2025
Q2 		$11.5M Sell
109,919
-77,928
-41% -$8.1M 2.29% 14
2025
Q1 		$19.4M Sell
187,847
-8,437
-4% -$897K 4.18% 9
2024
Q4 		$20.9M Buy
196,284
+9,205
+5% +$989K 4.82% 8
2024
Q3 		$20.3M Sell
187,079
-3,687
-2% -$397K 4.61% 8
2024
Q2 		$20.3M Buy
190,766
+37,203
+24% +$3.96M 4.87% 7
2024
Q1 		$16.5M Buy
153,563
+11,000
+8% +$1.19M 4.27% 9
2023
Q4 		$15.5M Buy
142,563
+6,133
+4% +$641K 4.58% 9
2023
Q3 		$14M Buy
136,430
+43,504
+47% +$4.59M 4.58% 9
2023
Q2 		$9.92M Sell
92,926
-181
-0.2% -$19.3K 3.74% 9
2023
Q1 		$10M Sell
93,107
-4,380
-4% -$468K 3.91% 9
2022
Q4 		$10.3M Buy
97,487
+39,522
+68% +$4.12M 4.35% 7
2022
Q3 		$5.95M Sell
57,965
-1,452
-2% -$154K 2.79% 9
2022
Q2 		$6.32M Sell
59,417
-2,477
-4% -$264K 2.76% 9
2022
Q1 		$6.79M Sell
61,894
-706
-1% -$79.7K 2.58% 9
2021
Q4 		$7.28M Buy
62,600
+2,143
+4% +$249K 2.67% 9
2021
Q3 		$7.02M Buy
60,457
+789
+1% +$92.5K 2.95% 7
2021
Q2 		$7.03M Buy
59,668
+3,292
+6% +$385K 3.04% 7
2021
Q1 		$6.54M Buy
56,376
+3,655
+7% +$426K 2.62% 8
2020
Q4 		$6.18M Buy
52,721
+2,542
+5% +$295K 2.81% 7
2020
Q3 		$5.82M Buy
50,179
+3,283
+7% +$381K 3.64% 6
2020
Q2 		$5.41M Buy
46,896
+1,820
+4% +$207K 3.52% 6
2020
Q1 		$5.09M Sell
45,076
-994
-2% -$113K 3.95% 6
2019
Q4 		$5.25M Buy
46,070
+1,095
+2% +$125K 3.17% 9
2019
Q3 		$5.13M Buy
44,975
+449
+1% +$51.2K 3.41% 8
2019
Q2 		$5.04M Buy
44,526
+813
+2% +$91K 3.39% 8
2019
Q1 		$4.86M Sell
43,713
-1,286
-3% -$141K 3.52% 8
2018
Q4 		$4.91M Buy
44,999
+30,281
+206% +$3.26M 4.05% 7
2018
Q3 		$1.59M Buy
+14,718
New +$1.6M 1.16% 15
2018
Q1 		– Sell
-2,362
Closed -$262K – 63
2017
Q4 		$262K Buy
+2,362
New +$261K 0.2% 53

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

Leonard Rickey Investment Advisors's MUB Position: Q1 2026 in Review

Leonard Rickey Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 3.4% in Q1 2026, buying an estimated $397K and bringing the position to 112,382 shares worth $11.9M. The position accounts for 2.06% of the portfolio, ranked #15.

Leonard Rickey Investment Advisors first reported a position in MUB in Q4 2017 and has held it in 32 quarters since. The position peaked at $20.9M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Leonard Rickey Investment Advisors held 112,382 shares of iShares National Muni Bond ETF worth $11.9M as of Q1 2026.
  • Leonard Rickey Investment Advisors bought 3,693 iShares National Muni Bond ETF shares in Q1 2026, an estimated $397K.
  • iShares National Muni Bond ETF made up 2.06% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Leonard Rickey Investment Advisors's iShares National Muni Bond ETF position peaked at $20.9M in Q4 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.