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Redwood Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Redwood Investment 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
Q2 		$3.77M Buy
35,065
+4,311
+14% +$461K 0.37% 31
2026
Q1 		$3.27M Buy
30,754
+6,277
+26% +$675K 0.41% 33
2025
Q4 		$2.62M Buy
24,477
+1,161
+5% +$124K 0.29% 41
2025
Q3 		$2.48M Buy
23,316
+1,773
+8% +$186K 0.27% 71
2025
Q2 		$2.25M Buy
21,543
+3,199
+17% +$333K 0.24% 71
2025
Q1 		$1.93M Sell
18,344
-594
-3% -$63.2K 0.21% 84
2024
Q4 		$2.02M Buy
18,938
+1,745
+10% +$187K 0.2% 94
2024
Q3 		$1.91M Buy
17,193
+97
+0.6% +$10.5K 0.17% 142
2024
Q2 		$1.82M Sell
17,096
-58
-0.3% -$6.18K 0.16% 153
2024
Q1 		$1.85M Buy
17,154
+12,178
+245% +$1.31M 0.18% 141
2023
Q4 		$539K Buy
4,976
+490
+11% +$51.2K 0.05% 281
2023
Q3 		$460K Buy
+4,486
New +$473K 0.04% 276

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Redwood Investment Management's MUB Position: Q2 2026 in Review

Redwood Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, buying an estimated $461K and bringing the position to 35,065 shares worth $3.77M. The position accounts for 0.37% of the portfolio, ranked #31.

Redwood Investment Management first reported a position in MUB in Q3 2023 and has held it in 12 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Redwood Investment Management held 35,065 shares of iShares National Muni Bond ETF worth $3.77M as of Q2 2026.
  • Redwood Investment Management bought 4,311 iShares National Muni Bond ETF shares in Q2 2026, an estimated $461K.
  • iShares National Muni Bond ETF made up 0.37% of Redwood Investment Management's portfolio in Q2 2026, its #31 holding.
  • Redwood Investment Management first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.