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

NewEdge Wealth’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 		$9.65M Sell
90,912
-3,421
-4% -$368K 0.12% 129
2025
Q4 		$10.1M Sell
94,333
-36,575
-28% -$3.92M 0.11% 137
2025
Q3 		$14M Buy
130,908
+18,689
+17% +$1.96M 0.2% 99
2025
Q2 		$11.7M Sell
112,219
-6,337
-5% -$659K 0.18% 105
2025
Q1 		$12.5M Sell
118,556
-8,931
-7% -$950K 0.23% 96
2024
Q4 		$13.6M Buy
127,487
+27,677
+28% +$2.97M 0.24% 102
2024
Q3 		$10.8M Sell
99,810
-2,796
-3% -$301K 0.2% 112
2024
Q2 		$10.9M Sell
102,606
-1,732
-2% -$184K 0.24% 102
2024
Q1 		$11.1M Buy
104,338
+74,325
+248% +$8.02M 0.25% 104
2023
Q4 		$3.25M Sell
30,013
-19,768
-40% -$2.07M 0.08% 208
2023
Q3 		$5.1M Sell
49,781
-1,873
-4% -$198K 0.16% 127
2023
Q2 		$5.51M Buy
51,654
+7,821
+18% +$836K 0.18% 123
2023
Q1 		$4.72M Sell
43,833
-960
-2% -$103K 0.18% 124
2022
Q4 		$4.73M Buy
44,793
+3,046
+7% +$317K 0.2% 114
2022
Q3 		$4.28M Sell
41,747
-24,898
-37% -$2.65M 0.2% 111
2022
Q2 		$7.09M Buy
66,645
+387
+0.6% +$41.3K 0.32% 79
2022
Q1 		$7.26M Buy
66,258
+14,341
+28% +$1.62M 0.32% 84
2021
Q4 		$6.04M Buy
51,917
+1,408
+3% +$163K 0.25% 100
2021
Q3 		$5.87M Buy
50,509
+16,718
+49% +$1.96M 0.35% 80
2021
Q2 		$3.96M Sell
33,791
-12,974
-28% -$1.52M 0.3% 90
2021
Q1 		$5.43M Buy
46,765
+40,795
+683% +$4.76M 0.54% 60
2020
Q4 		$700K Buy
+5,970
New +$694K 0.22% 101

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 Wealth's MUB Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 3.6% in Q1 2026, selling an estimated $368K and leaving 90,912 shares worth $9.65M. The position accounts for 0.12% of the portfolio, ranked #129.

NewEdge Wealth first reported a position in MUB in Q4 2020 and has held it in 22 quarters since. The position peaked at $14M in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • NewEdge Wealth held 90,912 shares of iShares National Muni Bond ETF worth $9.65M as of Q1 2026.
  • NewEdge Wealth sold 3,421 iShares National Muni Bond ETF shares in Q1 2026, an estimated $368K.
  • iShares National Muni Bond ETF made up 0.12% of NewEdge Wealth's portfolio in Q1 2026, its #129 holding.
  • NewEdge Wealth first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's iShares National Muni Bond ETF position peaked at $14M in Q3 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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