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Rice Partnership’s iShares National Muni Bond ETF MUB Stock Holding History

Rice Partnership’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 		$41.9K Sell
389
-81
-17% -$8.66K 0.01% 152
2026
Q1 		$49.9K Sell
470
-162
-26% -$17.4K 0.01% 146
2025
Q4 		$67.7K Sell
632
-85
-12% -$9.1K 0.01% 139
2025
Q3 		$76.4K Buy
717
+146
+26% +$15.3K 0.01% 139
2025
Q2 		$59.7K Buy
571
+35
+7% +$3.64K 0.01% 134
2025
Q1 		$56.5K Sell
536
-291
-35% -$30.9K 0.01% 119
2024
Q4 		$88.1K Buy
827
+36
+5% +$3.87K 0.02% 115
2024
Q3 		$85.9K Buy
791
+90
+13% +$9.7K 0.02% 116
2024
Q2 		$74.7K Buy
701
+328
+88% +$34.9K 0.02% 110
2024
Q1 		$40.1K Buy
373
+324
+661% +$35K 0.01% 117
2023
Q4 		$5.31K Sell
49
-1,700
-97% -$178K ﹤0.01% 121
2023
Q3 		$179K Sell
1,749
-9
-0.5% -$949 0.05% 95
2023
Q2 		$188K Sell
1,758
-1
-0.1% -$107 0.05% 98
2023
Q1 		$190K Hold
1,759
– – 0.06% 89
2022
Q4 		$186K Buy
1,759
+59
+3% +$6.15K 0.06% 85
2022
Q3 		$174K Hold
1,700
– – 0.06% 90
2022
Q2 		$181K Hold
1,700
– – 0.06% 88
2022
Q1 		$186K Hold
1,700
– – 0.05% 98
2021
Q4 		$198K Sell
1,700
-975
-36% -$113K 0.06% 96
2021
Q3 		$311K Sell
2,675
-3,325
-55% -$390K 0.1% 74
2021
Q2 		$703K Buy
+6,000
New +$701K 0.22% 62
2020
Q2 		– Sell
-977
Closed -$110K – 96
2020
Q1 		$110K Hold
977
– – 0.07% 68
2019
Q4 		$111K Hold
977
– – 0.06% 77
2019
Q3 		$111K Hold
977
– – 0.07% 79
2019
Q2 		$110K Buy
+977
New +$109K 0.07% 83

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 22.96% 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

Rice Partnership's MUB Position: Q2 2026 in Review

Rice Partnership reduced its iShares National Muni Bond ETF (MUB) stake by 17% in Q2 2026, selling an estimated $8.66K and leaving 389 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #152.

Rice Partnership first reported a position in MUB in Q2 2019 and has held it in 25 quarters since. The position peaked at $703K in Q2 2021. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Rice Partnership held 389 shares of iShares National Muni Bond ETF worth $41.9K as of Q2 2026.
  • Rice Partnership sold 81 iShares National Muni Bond ETF shares in Q2 2026, an estimated $8.66K.
  • iShares National Muni Bond ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #152 holding.
  • Rice Partnership first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 25 quarters since.
  • Rice Partnership's iShares National Muni Bond ETF position peaked at $703K in Q2 2021.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.