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NBT Bank’s iShares National Muni Bond ETF MUB Stock Holding History

NBT Bank’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 		$530K Sell
4,995
-285
-5% -$30.6K 0.03% 266
2025
Q4 		$566K Hold
5,280
– – 0.04% 258
2025
Q3 		$562K Sell
5,280
-1,250
-19% -$131K 0.04% 262
2025
Q2 		$682K Buy
6,530
+1,125
+21% +$117K 0.05% 237
2025
Q1 		$570K Hold
5,405
– – 0.04% 255
2024
Q4 		$576K Hold
5,405
– – 0.04% 260
2024
Q3 		$587K Buy
+5,405
New +$582K 0.04% 264
2024
Q1 		– Sell
-591
Closed -$64.1K – 614
2023
Q4 		$64.1K Buy
+591
New +$61.8K 0.01% 394

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

NBT Bank's MUB Position: Q1 2026 in Review

NBT Bank reduced its iShares National Muni Bond ETF (MUB) stake by 5.4% in Q1 2026, selling an estimated $30.6K and leaving 4,995 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #266.

NBT Bank first reported a position in MUB in Q4 2023 and has held it in 8 quarters since. The position peaked at $682K in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • NBT Bank held 4,995 shares of iShares National Muni Bond ETF worth $530K as of Q1 2026.
  • NBT Bank sold 285 iShares National Muni Bond ETF shares in Q1 2026, an estimated $30.6K.
  • iShares National Muni Bond ETF made up 0.03% of NBT Bank's portfolio in Q1 2026, its #266 holding.
  • NBT Bank first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • NBT Bank's iShares National Muni Bond ETF position peaked at $682K in Q2 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.