Morgan Stanley
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Morgan Stanley’s iShares National Muni Bond ETF MUB Stock Holding History

Morgan Stanley’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 		$978M Buy
9,214,317
+637,356
+7% +$68.5M 0.06% 297
2025
Q4 		$919M Buy
8,576,961
+486,129
+6% +$52M 0.05% 316
2025
Q3 		$862M Sell
8,090,832
-403,358
-5% -$42.2M 0.05% 338
2025
Q2 		$887M Sell
8,494,190
-360,934
-4% -$37.5M 0.06% 314
2025
Q1 		$934M Sell
8,855,124
-206,244
-2% -$21.9M 0.07% 273
2024
Q4 		$965M Buy
9,061,368
+1,238,783
+16% +$133M 0.07% 259
2024
Q3 		$850M Buy
7,822,585
+1,215,093
+18% +$131M 0.06% 292
2024
Q2 		$704M Sell
6,607,492
-299,005
-4% -$31.8M 0.05% 318
2024
Q1 		$743M Sell
6,906,497
-7,921,775
-53% -$855M 0.06% 299
2023
Q4 		$1.61B Buy
14,828,272
+9,055,095
+157% +$946M 0.07% 259
2023
Q3 		$592M Buy
5,773,177
+60,114
+1% +$6.34M 0.06% 307
2023
Q2 		$610M Buy
5,713,063
+54,682
+1% +$5.84M 0.06% 306
2023
Q1 		$610M Sell
5,658,381
-665,125
-11% -$71.1M 0.07% 289
2022
Q4 		$667M Buy
6,323,506
+739,269
+13% +$77M 0.08% 264
2022
Q3 		$573M Buy
5,584,237
+116,528
+2% +$12.4M 0.08% 242
2022
Q2 		$582M Buy
5,467,709
+24,286
+0.4% +$2.59M 0.08% 249
2022
Q1 		$597M Buy
5,443,423
+844,332
+18% +$95.3M 0.08% 235
2021
Q4 		$535M Buy
4,599,091
+425,725
+10% +$49.4M 0.07% 275
2021
Q3 		$485M Buy
4,173,366
+276,454
+7% +$32.4M 0.07% 273
2021
Q2 		$457M Buy
3,896,912
+326,055
+9% +$38.1M 0.06% 292
2021
Q1 		$414M Buy
3,570,857
+385,389
+12% +$44.9M 0.06% 283
2020
Q4 		$373M Buy
3,185,468
+439,388
+16% +$51M 0.06% 283
2020
Q3 		$318M Buy
2,746,080
+74,244
+3% +$8.63M 0.06% 270
2020
Q2 		$308M Buy
2,671,836
+63,665
+2% +$7.23M 0.07% 254
2020
Q1 		$295M Buy
2,608,171
+613,699
+31% +$70.1M 0.08% 223
2019
Q4 		$227M Buy
1,994,472
+7,414
+0.4% +$845K 0.05% 348
2019
Q3 		$227M Buy
1,987,058
+101,964
+5% +$11.6M 0.06% 314
2019
Q2 		$213M Buy
1,885,094
+234,090
+14% +$26.2M 0.06% 328
2019
Q1 		$184M Buy
1,651,004
+4,325
+0.3% +$474K 0.05% 349
2018
Q4 		$180M Buy
1,646,679
+205,223
+14% +$22.1M 0.05% 340
2018
Q3 		$156M Sell
1,441,456
-81,466
-5% -$8.85M 0.04% 434
2018
Q2 		$166M Sell
1,522,922
-49,358
-3% -$5.36M 0.04% 390
2018
Q1 		$171M Sell
1,572,280
-244,509
-13% -$26.7M 0.05% 370
2017
Q4 		$201M Buy
1,816,789
+213,849
+13% +$23.7M 0.06% 345
2017
Q3 		$178M Sell
1,602,940
-78,784
-5% -$8.74M 0.05% 349
2017
Q2 		$185M Sell
1,681,724
-38,709
-2% -$4.26M 0.06% 354
2017
Q1 		$187M Buy
1,720,433
+164,931
+11% +$17.9M 0.06% 340
2016
Q4 		$168M Buy
1,555,502
+71,499
+5% +$7.83M 0.06% 362
2016
Q3 		$167M Buy
1,484,003
+39,985
+3% +$4.53M 0.06% 361
2016
Q2 		$165M Sell
1,444,018
-177,531
-11% -$20M 0.06% 350
2016
Q1 		$181M Buy
1,621,549
+372,719
+30% +$41.5M 0.07% 311
2015
Q4 		$138M Buy
1,248,830
+85,847
+7% +$9.42M 0.05% 386
2015
Q3 		$127M Sell
1,162,983
-83,228
-7% -$9.06M 0.05% 396
2015
Q2 		$135M Sell
1,246,211
-10,818
-0.9% -$1.18M 0.05% 415
2015
Q1 		$139M Sell
1,257,029
-10,137
-0.8% -$1.12M 0.05% 396
2014
Q4 		$140M Buy
1,267,166
+72,791
+6% +$8M 0.05% 403
2014
Q3 		$131M Buy
1,194,375
+121,129
+11% +$13.2M 0.05% 409
2014
Q2 		$117M Buy
1,073,246
+34,492
+3% +$3.73M 0.05% 454
2014
Q1 		$111M Buy
1,038,754
+47,415
+5% +$5.03M 0.05% 438
2013
Q4 		$103M Sell
991,339
-63,527
-6% -$6.63M 0.04% 443
2013
Q3 		$110M Sell
1,054,866
-108,414
-9% -$11.2M 0.05% 384
2013
Q2 		$122M Buy
+1,163,280
New +$127M 0.06% 351

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley's MUB Position: Q1 2026 in Review

Morgan Stanley increased its iShares National Muni Bond ETF (MUB) stake by 7.4% in Q1 2026, buying an estimated $68.5M and bringing the position to 9,214,317 shares worth $978M. The position accounts for 0.06% of the portfolio, ranked #297.

Morgan Stanley first reported a position in MUB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.61B in Q4 2023. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Morgan Stanley held 9,214,317 shares of iShares National Muni Bond ETF worth $978M as of Q1 2026.
  • Morgan Stanley bought 637,356 iShares National Muni Bond ETF shares in Q1 2026, an estimated $68.5M.
  • iShares National Muni Bond ETF made up 0.06% of Morgan Stanley's portfolio in Q1 2026, its #297 holding.
  • Morgan Stanley first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares National Muni Bond ETF position peaked at $1.61B in Q4 2023.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.