New York Life Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

New York Life Investment Management’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	$44.9M	Buy	417,162 +183,761	+79%	+$19.7M	0.31%	63
2026 Q1	$24.8M	Buy	233,401 +11,855	+5%	+$1.27M	0.21%	92
2025 Q4	$23.7M	Sell	221,546 -190,153	-46%	-$20.4M	0.2%	95
2025 Q3	$43.8M	Buy	411,699 +22,700	+6%	+$2.38M	0.39%	47
2025 Q2	$40.6M	Buy	388,999 +163,178	+72%	+$17M	0.38%	47
2025 Q1	$23.8M	Sell	225,821 -9,314	-4%	-$991K	0.24%	83
2024 Q4	$25.1M	Sell	235,135 -14,467	-6%	-$1.55M	0.24%	75
2024 Q3	$27.1M	Sell	249,602 -29,718	-11%	-$3.2M	0.26%	69
2024 Q2	$29.8M	Buy	279,320 +128,388	+85%	+$13.7M	0.3%	59
2024 Q1	$16.2M	Buy	150,932 +148,190	+5,404%	+$16M	0.16%	120
2023 Q4	$297K	Buy	+2,742	New	+$287K	﹤0.01%	1217

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

New York Life Investment Management's MUB Position: Q2 2026 in Review

New York Life Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 79% in Q2 2026, buying an estimated $19.7M and bringing the position to 417,162 shares worth $44.9M. The position accounts for 0.31% of the portfolio, ranked #63.

New York Life Investment Management first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,456 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

New York Life Investment Management held 417,162 shares of iShares National Muni Bond ETF worth $44.9M as of Q2 2026.
New York Life Investment Management bought 183,761 iShares National Muni Bond ETF shares in Q2 2026, an estimated $19.7M.
iShares National Muni Bond ETF made up 0.31% of New York Life Investment Management's portfolio in Q2 2026, its #63 holding.
New York Life Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,456 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.