NorthStar Asset Management (New Jersey)’s iShares National Muni Bond ETF MUB Stock Holding History

NorthStar Asset Management (New Jersey)’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	$419K	Sell	3,946 -299	-7%	-$32.1K	0.2%	64
2025 Q4	$455K	Buy	4,245 +19	+0.4%	+$2.03K	0.2%	63
2025 Q3	$450K	Buy	4,226 +1,747	+70%	+$183K	0.22%	64
2025 Q2	$259K	Buy	+2,479	New	+$258K	0.14%	79
2024 Q2	–	Sell	-2,625	Closed	-$282K	–	82
2024 Q1	$282K	Sell	2,625 -180	-6%	-$19.4K	0.21%	63
2023 Q4	$304K	Buy	+2,805	New	+$293K	0.28%	58

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s MUB Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its iShares National Muni Bond ETF (MUB) stake by 7% in Q1 2026, selling an estimated $32.1K and leaving 3,946 shares worth $419K. The position accounts for 0.2% of the portfolio, ranked #64.

NorthStar Asset Management (New Jersey) first reported a position in MUB in Q4 2023 and has held it in 6 quarters since. The position peaked at $455K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

NorthStar Asset Management (New Jersey) held 3,946 shares of iShares National Muni Bond ETF worth $419K as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 299 iShares National Muni Bond ETF shares in Q1 2026, an estimated $32.1K.
iShares National Muni Bond ETF made up 0.2% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #64 holding.
NorthStar Asset Management (New Jersey) first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 6 quarters since.
NorthStar Asset Management (New Jersey)'s iShares National Muni Bond ETF position peaked at $455K in Q4 2025.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.