Per Stirling Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Per Stirling Capital Management’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	-21,096	Closed	-$2.26M	–	318
2025 Q4	$2.26M	Buy	21,096 +206	+1%	+$22.1K	0.25%	73
2025 Q3	$2.22M	Sell	20,890 -99	-0.5%	-$10.4K	0.27%	71
2025 Q2	$2.19M	Hold	20,989	–	–	0.29%	71
2025 Q1	$2.21M	Sell	20,989 -10,752	-34%	-$1.14M	0.32%	70
2024 Q4	$3.38M	Sell	31,741 -20,670	-39%	-$2.22M	0.48%	55
2024 Q3	$5.69M	Buy	52,411 +385	+0.7%	+$41.5K	0.79%	38
2024 Q2	$5.54M	Buy	52,026 +86	+0.2%	+$9.16K	0.89%	34
2024 Q1	$5.59M	Hold	51,940	–	–	0.93%	32
2023 Q4	$5.63M	Buy	51,940 +113	+0.2%	+$11.8K	1.03%	31
2023 Q3	$5.31M	Buy	51,827 +7	+0%	+$738	1.1%	28
2023 Q2	$5.53M	Hold	51,820	–	–	1.13%	27
2023 Q1	$5.58M	Buy	+51,820	New	+$5.54M	1.2%	24

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

Per Stirling Capital Management's MUB Position: Q1 2026 in Review

Per Stirling Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 21,096 shares — an estimated $2.26M sold.

Per Stirling Capital Management first reported a position in MUB in Q1 2023 and held it in 12 quarters. The position peaked at $5.69M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Per Stirling Capital Management reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Per Stirling Capital Management sold 21,096 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.26M.
Per Stirling Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2023 and held it in 12 quarters.
Per Stirling Capital Management's iShares National Muni Bond ETF position peaked at $5.69M in Q3 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.