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

Nisa Investment 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 		$12.2M Sell
115,165
-4,675
-4% -$503K 0.05% 232
2025
Q4 		$12.8M Buy
119,840
+19,310
+19% +$2.07M 0.04% 229
2025
Q3 		$10.7M Sell
100,530
-306,585
-75% -$32.1M 0.04% 257
2025
Q2 		$42.5M Buy
407,115
+83,685
+26% +$8.7M 0.19% 81
2025
Q1 		$34.1M Sell
323,430
-15,565
-5% -$1.66M 0.17% 106
2024
Q4 		$36.1M Sell
338,995
-35,945
-10% -$3.86M 0.14% 114
2024
Q3 		$40.7M Sell
374,940
-42,910
-10% -$4.62M 0.24% 87
2024
Q2 		$44.5M Buy
417,850
+167,450
+67% +$17.8M 0.28% 69
2024
Q1 		$26.9M Sell
250,400
-55,360
-18% -$5.97M 0.18% 128
2023
Q4 		$33.1M Buy
+305,760
New +$32M 0.23% 87
2023
Q3 		– Sell
-83,702
Closed -$8.93M – 2811
2023
Q2 		$8.93M Sell
83,702
-65,045
-44% -$6.95M 0.07% 285
2023
Q1 		$16M Hold
148,747
– – 0.13% 180
2022
Q4 		$15.7M Sell
148,747
-125,650
-46% -$13.1M 0.12% 191
2022
Q3 		$28.1M Sell
274,397
-186,421
-40% -$19.8M 0.24% 89
2022
Q2 		$49M Sell
460,818
-49,800
-10% -$5.31M 0.43% 48
2022
Q1 		$56M Sell
510,618
-284,000
-36% -$32.1M 0.39% 53
2021
Q4 		$90.2M Buy
794,618
+220,650
+38% +$25.6M 0.68% 21
2021
Q3 		$66.7K Sell
573,968
-102,718
-15% -$12M 0.4% 41
2021
Q2 		$79.3K Buy
676,686
+42,722
+7% +$4.99M 0.5% 29
2021
Q1 		$73.6K Sell
633,964
-75
-0% -$8.75K 0.47% 33
2020
Q4 		$74.3M Buy
634,039
+261,852
+70% +$30.4M 0.48% 38
2020
Q3 		$43.1M Sell
372,187
-77,652
-17% -$9.02M 0.35% 63
2020
Q2 		$51.9M Sell
449,839
-1,060
-0.2% -$120K 0.48% 43
2020
Q1 		$51M Sell
450,899
-67,614
-13% -$7.72M 0.57% 36
2019
Q4 		$59.1M Buy
518,513
+157,858
+44% +$18M 0.51% 41
2019
Q3 		$41.2M Hold
360,655
– – 0.37% 54
2019
Q2 		$40.8M Sell
360,655
-62,100
-15% -$6.95M 0.39% 53
2019
Q1 		$47M Buy
422,755
+37,560
+10% +$4.12M 0.46% 45
2018
Q4 		$42M Hold
385,195
– – 0.47% 45
2018
Q3 		$41.6M Sell
385,195
-64,945
-14% -$7.06M 0.38% 54
2018
Q2 		$49.1M Sell
450,140
-110
-0% -$11.9K 0.51% 41
2018
Q1 		$49M Hold
450,250
– – 0.51% 43
2017
Q4 		$49.9M Sell
450,250
-108,600
-19% -$12M 0.51% 44
2017
Q3 		$62M Hold
558,850
– – 0.7% 28
2017
Q2 		$61.5M Sell
558,850
-135,567
-20% -$14.9M 0.72% 27
2017
Q1 		$75.7M Sell
694,417
-165
-0% -$17.9K 0.9% 17
2016
Q4 		$75.1M Buy
694,582
+107,159
+18% +$11.7M 0.91% 17
2016
Q3 		$66.2M Sell
587,423
-70
-0% -$7.93K 0.86% 19
2016
Q2 		$66.9M Buy
587,493
+356,225
+154% +$40.1M 0.9% 16
2016
Q1 		$25.8M Hold
231,268
– – 0.37% 55
2015
Q4 		$25.6M Sell
231,268
-40
-0% -$4.39K 0.37% 59
2015
Q3 		$25.3M Hold
231,308
– – 0.39% 55
2015
Q2 		$25M Buy
+231,308
New +$25.2M 0.35% 64

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

Nisa Investment Advisors's MUB Position: Q1 2026 in Review

Nisa Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.9% in Q1 2026, selling an estimated $503K and leaving 115,165 shares worth $12.2M. The position accounts for 0.05% of the portfolio, ranked #232.

Nisa Investment Advisors first reported a position in MUB in Q2 2015 and has held it in 43 quarters since. The position peaked at $90.2M in Q4 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Nisa Investment Advisors held 115,165 shares of iShares National Muni Bond ETF worth $12.2M as of Q1 2026.
  • Nisa Investment Advisors sold 4,675 iShares National Muni Bond ETF shares in Q1 2026, an estimated $503K.
  • iShares National Muni Bond ETF made up 0.05% of Nisa Investment Advisors's portfolio in Q1 2026, its #232 holding.
  • Nisa Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2015 and has held it in 43 quarters since.
  • Nisa Investment Advisors's iShares National Muni Bond ETF position peaked at $90.2M in Q4 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.