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Rappaport Reiches Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Rappaport Reiches 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
2025
Q1 		$526K Hold
4,985
– – 0.13% 59
2024
Q4 		$531K Sell
4,985
-979
-16% -$105K 0.14% 56
2024
Q3 		$648K Buy
+5,964
New +$643K 0.17% 51

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rappaport Reiches Capital Management's MUB Position: Q1 2025 in Review

Rappaport Reiches Capital Management held its iShares National Muni Bond ETF (MUB) position steady in Q1 2025 at 4,985 shares worth $526K. The position accounts for 0.13% of the portfolio, ranked #59.

Rappaport Reiches Capital Management first reported a position in MUB in Q3 2024 and has held it in 3 quarters since. The position peaked at $648K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Rappaport Reiches Capital Management held 4,985 shares of iShares National Muni Bond ETF worth $526K as of Q1 2025.
  • Rappaport Reiches Capital Management left its iShares National Muni Bond ETF share count unchanged in Q1 2025.
  • iShares National Muni Bond ETF made up 0.13% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #59 holding.
  • Rappaport Reiches Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Rappaport Reiches Capital Management's iShares National Muni Bond ETF position peaked at $648K in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.