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Matthew Hamilton Rosenberg’s iShares National Muni Bond ETF MUB Stock Holding History

Matthew Hamilton Rosenberg’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 		$2.75M Buy
25,535
+877
+4% +$93.8K 0.51% 24
2026
Q1 		$2.62M Sell
24,658
-597
-2% -$64.2K 0.54% 25
2025
Q4 		$2.71M Hold
25,255
– – 0.56% 25
2025
Q3 		$2.69M Sell
25,255
-2,076
-8% -$217K 0.58% 24
2025
Q2 		$2.86M Sell
27,331
-6,800
-20% -$707K 0.66% 22
2025
Q1 		$3.6M Buy
34,131
+1,469
+4% +$156K 0.9% 18
2024
Q4 		$3.48M Buy
32,662
+4,179
+15% +$449K 0.9% 17
2024
Q3 		$3.09M Buy
28,483
+1,060
+4% +$114K 0.81% 19
2024
Q2 		$2.91M Buy
27,423
+6,346
+30% +$676K 0.86% 18
2024
Q1 		$2.26M Buy
21,077
+8,021
+61% +$866K 0.65% 22
2023
Q4 		$1.42M Buy
13,056
+9,768
+297% +$1.02M 0.44% 30
2023
Q3 		$337K Buy
3,288
+114
+4% +$12K 0.11% 95
2023
Q2 		$339K Sell
3,174
-1
-0% -$107 0.11% 97
2023
Q1 		$342K Sell
3,175
-38
-1% -$4.06K 0.11% 105
2022
Q4 		$339K Buy
3,213
+1,465
+84% +$153K 0.11% 109
2022
Q3 		$179K Hold
1,748
– – 0.07% 178
2022
Q2 		$186K Sell
1,748
-4,131
-70% -$441K 0.07% 178
2022
Q1 		$645K Buy
5,879
+3,307
+129% +$373K 0.23% 59
2021
Q4 		$299K Hold
2,572
– – 0.11% 122
2021
Q3 		$299K Hold
2,572
– – 0.12% 110
2021
Q2 		$301K Sell
2,572
-1,286
-33% -$150K 0.16% 77
2021
Q1 		$448K Hold
3,858
– – 0.26% 46
2020
Q4 		$452K Sell
3,858
-2,678
-41% -$311K 0.28% 40
2020
Q3 		$758K Buy
6,536
+2,313
+55% +$269K 0.56% 30
2020
Q2 		$487K Buy
4,223
+3,691
+694% +$419K 0.39% 34
2020
Q1 		$61K Buy
+532
New +$60.7K 0.06% 230

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 22.96% 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

Matthew Hamilton Rosenberg's MUB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its iShares National Muni Bond ETF (MUB) stake by 3.6% in Q2 2026, buying an estimated $93.8K and bringing the position to 25,535 shares worth $2.75M. The position accounts for 0.51% of the portfolio, ranked #24.

Matthew Hamilton Rosenberg first reported a position in MUB in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.6M in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Matthew Hamilton Rosenberg held 25,535 shares of iShares National Muni Bond ETF worth $2.75M as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 877 iShares National Muni Bond ETF shares in Q2 2026, an estimated $93.8K.
  • iShares National Muni Bond ETF made up 0.51% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #24 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's iShares National Muni Bond ETF position peaked at $3.6M in Q1 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.