RCAG
MUB icon

Rehmann Capital Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Rehmann Capital Advisory Group’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 		$1.56M Sell
14,690
-551
-4% -$59.2K 0.08% 176
2025
Q4 		$1.63M Sell
15,241
-3,285
-18% -$352K 0.09% 165
2025
Q3 		$1.97M Buy
18,526
+698
+4% +$73K 0.11% 136
2025
Q2 		$1.86M Sell
17,828
-26,727
-60% -$2.78M 0.11% 135
2025
Q1 		$4.7M Sell
44,555
-67,895
-60% -$7.22M 0.3% 67
2024
Q4 		$12M Buy
112,450
+68,781
+158% +$7.39M 0.76% 24
2024
Q3 		$4.74M Buy
43,669
+12,698
+41% +$1.37M 0.31% 62
2024
Q2 		$3.3M Buy
30,971
+1,171
+4% +$125K 0.24% 82
2024
Q1 		$3.21M Buy
29,800
+523
+2% +$56.4K 0.24% 80
2023
Q4 		$3.17M Buy
29,277
+3,662
+14% +$383K 0.26% 72
2023
Q3 		$2.63M Sell
25,615
-568
-2% -$59.9K 0.24% 77
2023
Q2 		$2.79M Buy
26,183
+127
+0.5% +$13.6K 0.25% 78
2023
Q1 		$2.81M Buy
26,056
+392
+2% +$41.9K 0.26% 82
2022
Q4 		$2.71M Buy
25,664
+407
+2% +$42.4K 0.28% 76
2022
Q3 		$2.59M Buy
25,257
+9,237
+58% +$982K 0.29% 69
2022
Q2 		$1.7M Sell
16,020
-19,502
-55% -$2.08M 0.19% 107
2022
Q1 		$3.89M Buy
35,522
+10,000
+39% +$1.13M 0.37% 57
2021
Q4 		$2.97M Buy
25,522
+12,268
+93% +$1.42M 0.28% 68
2021
Q3 		$1.54M Buy
13,254
+713
+6% +$83.6K 0.15% 118
2021
Q2 		$1.45M Sell
12,541
-317
-2% -$37K 0.14% 118
2021
Q1 		$1.49M Buy
12,858
+485
+4% +$56.6K 0.15% 112
2020
Q4 		$1.45M Buy
12,373
+863
+7% +$100K 0.16% 105
2020
Q3 		$1.33M Buy
11,510
+208
+2% +$24.2K 0.17% 108
2020
Q2 		$1.3M Sell
11,302
-1,224
-10% -$139K 0.18% 102
2020
Q1 		$1.42M Buy
+12,526
New +$1.43M 0.23% 81
2019
Q3 		– Sell
-15,921
Closed -$1.8M – 1972
2019
Q2 		$1.8M Buy
15,921
+1,588
+11% +$178K 0.22% 76
2019
Q1 		$1.59M Buy
+14,333
New +$1.57M 0.22% 76
2018
Q4 		– Sell
-15,164
Closed -$1.64M – 2025
2018
Q3 		$1.64M Sell
15,164
-543
-3% -$59K 0.23% 78
2018
Q2 		$1.71M Sell
15,707
-177
-1% -$19.2K 0.25% 69
2018
Q1 		$1.73M Sell
15,884
-2,728
-15% -$298K 0.27% 69
2017
Q4 		$2.06M Buy
18,612
+957
+5% +$106K 0.35% 61
2017
Q3 		$1.96M Sell
17,655
-53
-0.3% -$5.88K 0.35% 61
2017
Q2 		$1.95M Buy
17,708
+131
+0.7% +$14.4K 0.37% 52
2017
Q1 		$1.92M Buy
17,577
+1,655
+10% +$179K 0.32% 63
2016
Q4 		$1.72M Buy
15,922
+1,938
+14% +$212K 0.32% 63
2016
Q3 		$1.58M Buy
13,984
+122
+0.9% +$13.8K 0.31% 66
2016
Q2 		$1.58M Buy
13,862
+1,726
+14% +$194K 0.3% 70
2016
Q1 		$1.35M Sell
12,136
-738
-6% -$82.1K 0.26% 84
2015
Q4 		$1.43M Sell
12,874
-3,896
-23% -$428K 0.3% 73
2015
Q3 		$1.84M Buy
16,770
+84
+0.5% +$9.14K 0.42% 51
2015
Q2 		$1.81M Sell
16,686
-1,717
-9% -$187K 0.41% 53
2015
Q1 		$2.04M Sell
18,403
-418
-2% -$46.2K 0.46% 46
2014
Q4 		$2.08M Sell
18,821
-3,560
-16% -$391K 0.48% 44
2014
Q3 		$2.46M Sell
22,381
-1,675
-7% -$183K 0.58% 38
2014
Q2 		$2.61M Buy
24,056
+3,370
+16% +$364K 0.62% 37
2014
Q1 		$2.21M Buy
20,686
+3,840
+23% +$408K 0.6% 38
2013
Q4 		$1.75M Buy
16,846
+2,003
+13% +$209K 0.53% 42
2013
Q3 		$1.55M Sell
14,843
-8,225
-36% -$849K 0.5% 44
2013
Q2 		$2.42M Buy
+23,068
New +$2.52M 0.84% 26

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

Rehmann Capital Advisory Group's MUB Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 3.6% in Q1 2026, selling an estimated $59.2K and leaving 14,690 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #176.

Rehmann Capital Advisory Group first reported a position in MUB in Q2 2013 and has held it in 49 quarters since. The position peaked at $12M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Rehmann Capital Advisory Group held 14,690 shares of iShares National Muni Bond ETF worth $1.56M as of Q1 2026.
  • Rehmann Capital Advisory Group sold 551 iShares National Muni Bond ETF shares in Q1 2026, an estimated $59.2K.
  • iShares National Muni Bond ETF made up 0.08% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #176 holding.
  • Rehmann Capital Advisory Group first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 49 quarters since.
  • Rehmann Capital Advisory Group's iShares National Muni Bond ETF position peaked at $12M in Q4 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.