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

Perennial 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 		$313K Buy
2,953
+519
+21% +$55.8K 0.03% 381
2025
Q4 		$261K Sell
2,434
-805
-25% -$86.2K 0.02% 408
2025
Q3 		$345K Buy
3,239
+1,198
+59% +$125K 0.03% 334
2025
Q2 		$213K Sell
2,041
-1,068
-34% -$111K 0.02% 436
2025
Q1 		$328K Buy
+3,109
New +$331K 0.04% 307

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

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

Perennial Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 21% in Q1 2026, buying an estimated $55.8K and bringing the position to 2,953 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #381.

Perennial Investment Advisors first reported a position in MUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $345K in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Perennial Investment Advisors held 2,953 shares of iShares National Muni Bond ETF worth $313K as of Q1 2026.
  • Perennial Investment Advisors bought 519 iShares National Muni Bond ETF shares in Q1 2026, an estimated $55.8K.
  • iShares National Muni Bond ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #381 holding.
  • Perennial Investment Advisors first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Perennial Investment Advisors's iShares National Muni Bond ETF position peaked at $345K in Q3 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.