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Resonant Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Resonant Capital 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 		$22M Buy
207,469
+16,190
+8% +$1.74M 1.16% 23
2025
Q4 		$20.5M Buy
191,279
+14,503
+8% +$1.55M 1.13% 26
2025
Q3 		$18.8M Buy
176,776
+32,690
+23% +$3.42M 1.1% 25
2025
Q2 		$15.1M Buy
144,086
+7,710
+6% +$802K 0.96% 27
2025
Q1 		$14.4M Buy
136,376
+10,111
+8% +$1.08M 1% 26
2024
Q4 		$13.5M Buy
126,265
+11,399
+10% +$1.22M 0.98% 23
2024
Q3 		$12.5M Buy
114,866
+3,675
+3% +$396K 0.92% 26
2024
Q2 		$11.8M Buy
111,191
+19,344
+21% +$2.06M 0.96% 26
2024
Q1 		$9.88M Buy
91,847
+8,946
+11% +$965K 0.85% 30
2023
Q4 		$8.99M Sell
82,901
-16,308
-16% -$1.7M 0.87% 28
2023
Q3 		$10.2M Sell
99,209
-570
-0.6% -$60.1K 1.08% 23
2023
Q2 		$10.6M Buy
99,779
+12,112
+14% +$1.29M 1.16% 23
2023
Q1 		$9.45M Buy
87,667
+11,257
+15% +$1.2M 1.07% 25
2022
Q4 		$8.06M Buy
76,410
+29,404
+63% +$3.06M 1.01% 25
2022
Q3 		$4.82M Buy
47,006
+32,478
+224% +$3.45M 0.73% 36
2022
Q2 		$1.54M Sell
14,528
-11,974
-45% -$1.28M 0.24% 90
2022
Q1 		$2.9M Sell
26,502
-42,045
-61% -$4.75M 0.43% 63
2021
Q4 		$7.97M Buy
68,547
+20,813
+44% +$2.42M 1.2% 19
2021
Q3 		$5.54M Buy
47,734
+12,528
+36% +$1.47M 0.96% 22
2021
Q2 		$4.13M Buy
35,206
+15,869
+82% +$1.85M 0.8% 23
2021
Q1 		$3.7M Buy
19,337
+3,964
+26% +$462K 0.76% 25
2020
Q4 		$1.8M Buy
15,373
+6,722
+78% +$781K 0.43% 49
2020
Q3 		$1M Buy
8,651
+2,009
+30% +$233K 0.29% 74
2020
Q2 		$766K Buy
+6,642
New +$754K 0.22% 87

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

Resonant Capital Advisors's MUB Position: Q1 2026 in Review

Resonant Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 8.5% in Q1 2026, buying an estimated $1.74M and bringing the position to 207,469 shares worth $22M. The position accounts for 1.16% of the portfolio, ranked #23.

Resonant Capital Advisors first reported a position in MUB in Q2 2020 and has held it in 24 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Resonant Capital Advisors held 207,469 shares of iShares National Muni Bond ETF worth $22M as of Q1 2026.
  • Resonant Capital Advisors bought 16,190 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.74M.
  • iShares National Muni Bond ETF made up 1.16% of Resonant Capital Advisors's portfolio in Q1 2026, its #23 holding.
  • Resonant Capital Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.