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Patten & Patten’s iShares National Muni Bond ETF MUB Stock Holding History

Patten & Patten’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 		– Sell
-2,140
Closed -$229K – 346
2025
Q4 		$229K Sell
2,140
-455
-18% -$48.7K 0.01% 324
2025
Q3 		$276K Hold
2,595
– – 0.02% 300
2025
Q2 		$271K Sell
2,595
-295
-10% -$30.7K 0.02% 277
2025
Q1 		$305K Sell
2,890
-1,550
-35% -$165K 0.02% 265
2024
Q4 		$473K Sell
4,440
-150
-3% -$16.1K 0.03% 224
2024
Q3 		$499K Hold
4,590
– – 0.03% 217
2024
Q2 		$489K Sell
4,590
-6,650
-59% -$708K 0.03% 218
2024
Q1 		$1.21M Buy
+11,240
New +$1.21M 0.09% 152

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

Patten & Patten's MUB Position: Q1 2026 in Review

Patten & Patten sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 2,140 shares — an estimated $229K sold.

Patten & Patten first reported a position in MUB in Q1 2024 and held it in 8 quarters. The position peaked at $1.21M in Q1 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Patten & Patten reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Patten & Patten sold 2,140 iShares National Muni Bond ETF shares in Q1 2026, an estimated $229K.
  • Patten & Patten first reported a position in iShares National Muni Bond ETF in Q1 2024 and held it in 8 quarters.
  • Patten & Patten's iShares National Muni Bond ETF position peaked at $1.21M in Q1 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.