Lodestar Private Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Lodestar Private Asset Management’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	$898K	Buy	8,464 +22	+0.3%	+$2.37K	0.09%	108
2025 Q4	$904K	Sell	8,442 -337	-4%	-$36.1K	0.09%	108
2025 Q3	$935K	Sell	8,779 -2,146	-20%	-$225K	0.1%	105
2025 Q2	$1.14M	Sell	10,925 -2,301	-17%	-$239K	0.13%	92
2025 Q1	$1.39M	Sell	13,226 -86	-0.6%	-$9.15K	0.18%	84
2024 Q4	$1.42M	Sell	13,312 -811	-6%	-$87.1K	0.18%	86
2024 Q3	$1.53M	Sell	14,123 -871	-6%	-$93.9K	0.2%	84
2024 Q2	$1.6M	Sell	14,994 -127	-0.8%	-$13.5K	0.22%	81
2024 Q1	$1.63M	Buy	15,121 +747	+5%	+$80.6K	0.23%	79
2023 Q4	$1.56M	Sell	14,374 -16,049	-53%	-$1.68M	0.24%	79
2023 Q3	$3.12M	Buy	30,423 +177	+0.6%	+$18.7K	0.53%	49
2023 Q2	$3.23M	Buy	30,246 +2,727	+10%	+$291K	0.54%	49
2023 Q1	$2.96M	Sell	27,519 -137	-0.5%	-$14.6K	0.53%	46
2022 Q4	$2.92M	Buy	+27,656	New	+$2.88M	0.56%	46

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

Lodestar Private Asset Management's MUB Position: Q1 2026 in Review

Lodestar Private Asset Management increased its iShares National Muni Bond ETF (MUB) stake by 0.26% in Q1 2026, buying an estimated $2.37K and bringing the position to 8,464 shares worth $898K. The position accounts for 0.09% of the portfolio, ranked #108.

Lodestar Private Asset Management first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.23M in Q2 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Lodestar Private Asset Management held 8,464 shares of iShares National Muni Bond ETF worth $898K as of Q1 2026.
Lodestar Private Asset Management bought 22 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.37K.
iShares National Muni Bond ETF made up 0.09% of Lodestar Private Asset Management's portfolio in Q1 2026, its #108 holding.
Lodestar Private Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's iShares National Muni Bond ETF position peaked at $3.23M in Q2 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.