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NewEdge Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

NewEdge 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 		$23.2M Buy
218,305
+20,880
+11% +$2.25M 0.08% 233
2025
Q4 		$21.1M Sell
197,425
-8,334
-4% -$892K 0.08% 234
2025
Q3 		$21.9M Sell
205,759
-13,844
-6% -$1.45M 0.1% 207
2025
Q2 		$22.9M Sell
219,603
-6,139
-3% -$638K 0.12% 175
2025
Q1 		$23.8M Sell
225,742
-23,633
-9% -$2.51M 0.14% 150
2024
Q4 		$26.6M Buy
249,375
+133,198
+115% +$14.3M 0.16% 131
2024
Q3 		$12.6M Buy
116,177
+700
+0.6% +$75.4K 0.08% 246
2024
Q2 		$12.3M Buy
115,477
+23,801
+26% +$2.53M 0.09% 227
2024
Q1 		$9.86M Buy
91,676
+13,472
+17% +$1.45M 0.09% 228
2023
Q4 		$8.43M Buy
78,204
+29,028
+59% +$3.03M 0.08% 236
2023
Q3 		$5.04M Buy
49,176
+6,200
+14% +$654K 0.06% 320
2023
Q2 		$4.59M Buy
42,976
+5,384
+14% +$575K 0.05% 340
2023
Q1 		$4.04M Buy
37,592
+1,140
+3% +$122K 0.05% 342
2022
Q4 		$3.24M Buy
36,452
+605
+2% +$63.1K 0.09% 247
2022
Q3 		$3.68M Buy
35,847
+6,202
+21% +$659K 0.06% 292
2022
Q2 		$3.15M Sell
29,645
-21,911
-42% -$2.34M 0.05% 335
2022
Q1 		$5.65M Buy
51,556
+8,441
+20% +$953K 0.09% 222
2021
Q4 		$5.01M Buy
43,115
+20,579
+91% +$2.39M 0.08% 240
2021
Q3 		$2.62M Buy
22,536
+2,930
+15% +$343K 0.06% 267
2021
Q2 		$2.3M Buy
19,606
+2,613
+15% +$305K 0.06% 276
2021
Q1 		$1.97M Buy
16,993
+8,536
+101% +$996K 0.06% 289
2020
Q4 		$991K Sell
8,457
-556
-6% -$64.6K 0.03% 420
2020
Q3 		$1.04M Buy
9,013
+1,192
+15% +$139K 0.04% 371
2020
Q2 		$903K Sell
7,821
-397
-5% -$45.1K 0.04% 389
2020
Q1 		$929K Sell
8,218
-2,485
-23% -$284K 0.04% 325
2019
Q4 		$1.22M Buy
10,703
+3,042
+40% +$347K 0.05% 325
2019
Q3 		$874K Buy
7,661
+5,013
+189% +$572K 0.04% 363
2019
Q2 		$299K Buy
2,648
+300
+13% +$33.6K 0.02% 526
2019
Q1 		$261K Sell
2,348
-9
-0.4% -$987 0.02% 559
2018
Q4 		$257 Buy
+2,357
New +$254K 0.02% 528

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

NewEdge Advisors's MUB Position: Q1 2026 in Review

NewEdge Advisors increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q1 2026, buying an estimated $2.25M and bringing the position to 218,305 shares worth $23.2M. The position accounts for 0.08% of the portfolio, ranked #233.

NewEdge Advisors first reported a position in MUB in Q4 2018 and has held it in 30 quarters since. The position peaked at $26.6M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • NewEdge Advisors held 218,305 shares of iShares National Muni Bond ETF worth $23.2M as of Q1 2026.
  • NewEdge Advisors bought 20,880 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.25M.
  • iShares National Muni Bond ETF made up 0.08% of NewEdge Advisors's portfolio in Q1 2026, its #233 holding.
  • NewEdge Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • NewEdge Advisors's iShares National Muni Bond ETF position peaked at $26.6M in Q4 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.