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NewSquare Capital’s iShares National Muni Bond ETF MUB Stock Holding History

NewSquare Capital’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 		$637K Buy
6,001
+197
+3% +$21.2K 0.06% 152
2025
Q4 		$622K Sell
5,804
-50,700
-90% -$5.43M 0.05% 147
2025
Q3 		$6.02M Buy
56,504
+4,705
+9% +$492K 0.41% 81
2025
Q2 		$5.41M Buy
51,799
+1,223
+2% +$127K 0.4% 78
2025
Q1 		$5.33M Sell
50,576
-1,126
-2% -$120K 0.43% 78
2024
Q4 		$5.51M Buy
51,702
+882
+2% +$94.8K 0.44% 77
2024
Q3 		$5.52M Sell
50,820
-319
-0.6% -$34.4K 0.44% 78
2024
Q2 		$5.45M Sell
51,139
-1,035
-2% -$110K 0.47% 73
2024
Q1 		$5.61M Buy
52,174
+855
+2% +$92.3K 0.5% 67
2023
Q4 		$5.56M Sell
51,319
-718
-1% -$75K 0.53% 66
2023
Q3 		$5.34M Sell
52,037
-46
-0.1% -$4.85K 0.56% 59
2023
Q2 		$5.56M Buy
52,083
+1,060
+2% +$113K 0.58% 57
2023
Q1 		$5.5M Sell
51,023
-1,395
-3% -$149K 0.65% 57
2022
Q4 		$5.53M Sell
52,418
-1,065
-2% -$111K 0.69% 51
2022
Q3 		$5.49M Sell
53,483
-4,030
-7% -$428K 0.69% 40
2022
Q2 		$6.12M Sell
57,513
-1,770
-3% -$189K 0.78% 36
2022
Q1 		$6.5M Buy
59,283
+2,738
+5% +$309K 0.69% 36
2021
Q4 		$6.58M Buy
56,545
+3,035
+6% +$352K 0.7% 31
2021
Q3 		$6.22M Buy
53,510
+4,865
+10% +$570K 0.73% 29
2021
Q2 		$5.7M Buy
48,645
+4,185
+9% +$489K 0.68% 32
2021
Q1 		$5.16M Buy
44,460
+5,358
+14% +$625K 0.68% 33
2020
Q4 		$4.58M Buy
39,102
+9,445
+32% +$1.1M 0.64% 34
2020
Q3 		$3.44M Buy
29,657
+6,155
+26% +$715K 0.55% 35
2020
Q2 		$2.71M Sell
23,502
-540
-2% -$61.3K 0.46% 43
2020
Q1 		$2.72M Buy
24,042
+2,277
+10% +$260K 0.5% 39
2019
Q4 		$2.48M Buy
21,765
+1,160
+6% +$132K 0.41% 46
2019
Q3 		$2.35M Sell
20,605
-215
-1% -$24.5K 0.43% 38
2019
Q2 		$2.35M Buy
20,820
+1,340
+7% +$150K 0.43% 36
2019
Q1 		$2.17M Buy
19,480
+12,450
+177% +$1.37M 0.41% 36
2018
Q4 		$767K Sell
7,030
-945
-12% -$102K 0.16% 81
2018
Q3 		$861K Buy
7,975
+120
+2% +$13K 0.16% 81
2018
Q2 		$858K Sell
7,855
-910
-10% -$98.8K 0.17% 82
2018
Q1 		$955K Sell
8,765
-497
-5% -$54.2K 0.21% 79
2017
Q4 		$1.03M Sell
9,262
-28,394
-75% -$3.14M 0.23% 72
2017
Q3 		$1.25M Buy
37,656
+26,773
+246% +$2.97M 0.3% 50
2017
Q2 		$1.2M Sell
10,883
-3,369
-24% -$370K 0.29% 51
2017
Q1 		$1.55M Sell
14,252
-683
-5% -$74K 0.37% 38
2016
Q4 		$1.62M Sell
14,935
-1,252
-8% -$137K 0.4% 42
2016
Q3 		$1.82M Sell
16,187
-14,709
-48% -$1.67M 0.42% 45
2016
Q2 		$3.52M Buy
30,896
+19,890
+181% +$2.24M 0.84% 27
2016
Q1 		$1.23M Buy
11,006
+2,216
+25% +$247K 0.35% 44
2015
Q4 		$973K Buy
8,790
+1,872
+27% +$205K 0.27% 45
2015
Q3 		$758K Buy
6,918
+1,137
+20% +$124K 0.22% 53
2015
Q2 		$626K Buy
5,781
+1,431
+33% +$156K 0.19% 76
2015
Q1 		$481K Buy
4,350
+166
+4% +$18.4K 0.15% 89
2014
Q4 		$462K Sell
4,184
-2,326
-36% -$256K 0.16% 87
2014
Q3 		$714K Buy
6,510
+1,305
+25% +$142K 0.25% 68
2014
Q2 		$566K Buy
5,205
+1,313
+34% +$142K 0.2% 77
2014
Q1 		$417K Sell
3,892
-305
-7% -$32.4K 0.17% 86
2013
Q4 		$435K Sell
4,197
-560
-12% -$58.4K 0.21% 62
2013
Q3 		$497K Sell
4,757
-645
-12% -$66.6K 0.24% 53
2013
Q2 		$567K Buy
+5,402
New +$591K 0.28% 52

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

NewSquare Capital's MUB Position: Q1 2026 in Review

NewSquare Capital increased its iShares National Muni Bond ETF (MUB) stake by 3.4% in Q1 2026, buying an estimated $21.2K and bringing the position to 6,001 shares worth $637K. The position accounts for 0.06% of the portfolio, ranked #152.

NewSquare Capital first reported a position in MUB in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.58M in Q4 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • NewSquare Capital held 6,001 shares of iShares National Muni Bond ETF worth $637K as of Q1 2026.
  • NewSquare Capital bought 197 iShares National Muni Bond ETF shares in Q1 2026, an estimated $21.2K.
  • iShares National Muni Bond ETF made up 0.06% of NewSquare Capital's portfolio in Q1 2026, its #152 holding.
  • NewSquare Capital first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • NewSquare Capital's iShares National Muni Bond ETF position peaked at $6.58M in Q4 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.