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Moneta Group Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Moneta Group 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 		$2.49M Sell
23,426
-390
-2% -$41.9K 0.02% 245
2025
Q4 		$2.55M Sell
23,816
-1,224
-5% -$131K 0.02% 241
2025
Q3 		$2.67M Buy
25,040
+19,395
+344% +$2.03M 0.02% 235
2025
Q2 		$590K Buy
5,645
+1,515
+37% +$158K 0.01% 403
2025
Q1 		$435K Sell
4,130
-1,352
-25% -$144K 0.01% 447
2024
Q4 		$584K Buy
5,482
+1,069
+24% +$115K 0.01% 375
2024
Q3 		$479K Sell
4,413
-5,385
-55% -$580K 0.01% 415
2024
Q2 		$1.04M Sell
9,798
-5,933
-38% -$632K 0.02% 265
2024
Q1 		$1.69M Sell
15,731
-1,473
-9% -$159K 0.03% 204
2023
Q4 		$1.87M Sell
17,204
-7,964
-32% -$832K 0.04% 177
2023
Q3 		$2.58M Sell
25,168
-4,101
-14% -$433K 0.06% 145
2023
Q2 		$3.12M Sell
29,269
-4,628
-14% -$495K 0.07% 135
2023
Q1 		$3.65M Buy
33,897
+23,947
+241% +$2.56M 0.09% 120
2022
Q4 		$1.07M Buy
9,950
+2,102
+27% +$219K 0.03% 198
2022
Q3 		$805K Sell
7,848
-3,613
-32% -$384K 0.03% 208
2022
Q2 		$1.22M Buy
11,461
+1,766
+18% +$188K 0.04% 183
2022
Q1 		$1.06M Buy
9,695
+5,963
+160% +$673K 0.04% 193
2021
Q4 		$434K Sell
3,732
-236
-6% -$27.4K 0.02% 318
2021
Q3 		$461K Buy
3,968
+222
+6% +$26K 0.02% 291
2021
Q2 		$439K Sell
3,746
-442
-11% -$51.7K 0.02% 301
2021
Q1 		$486K Sell
4,188
-292
-7% -$34.1K 0.03% 266
2020
Q4 		$525K Buy
4,480
+20
+0.4% +$2.32K 0.04% 189
2020
Q3 		$517K Buy
4,460
+517
+13% +$60.1K 0.05% 163
2020
Q2 		$455K Buy
3,943
+934
+31% +$106K 0.04% 172
2020
Q1 		$340K Buy
+3,009
New +$343K 0.04% 189
2019
Q4 		– Sell
-2,314
Closed -$264K – 279
2019
Q3 		$264K Buy
+2,314
New +$264K 0.02% 218
2015
Q4 		– Sell
-53
Closed -$6K – 316
2015
Q3 		$6K Buy
+53
New +$5.77K ﹤0.01% 470

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

Moneta Group Investment Advisors's MUB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q1 2026, selling an estimated $41.9K and leaving 23,426 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #245.

Moneta Group Investment Advisors first reported a position in MUB in Q3 2015 and has held it in 27 quarters since. The position peaked at $3.65M in Q1 2023. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Moneta Group Investment Advisors held 23,426 shares of iShares National Muni Bond ETF worth $2.49M as of Q1 2026.
  • Moneta Group Investment Advisors sold 390 iShares National Muni Bond ETF shares in Q1 2026, an estimated $41.9K.
  • iShares National Muni Bond ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #245 holding.
  • Moneta Group Investment Advisors first reported a position in iShares National Muni Bond ETF in Q3 2015 and has held it in 27 quarters since.
  • Moneta Group Investment Advisors's iShares National Muni Bond ETF position peaked at $3.65M in Q1 2023.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.