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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
Q3 		$1.13M Sell
11,224
-14,311
-56% -$1.5M 0.2% 58
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Matthew Hamilton Rosenberg's MUB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares National Muni Bond ETF (MUB) stake by 56% in Q3 2026, selling an estimated $1.5M and leaving 11,224 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #58.

Matthew Hamilton Rosenberg first reported a position in MUB in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.6M in Q1 2025. 219 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Matthew Hamilton Rosenberg held 11,224 shares of iShares National Muni Bond ETF worth $1.13M as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 14,311 iShares National Muni Bond ETF shares in Q3 2026, an estimated $1.5M.
  • iShares National Muni Bond ETF made up 0.2% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #58 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's iShares National Muni Bond ETF position peaked at $3.6M in Q1 2025.
  • 219 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.