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Richards, Merrill & Peterson’s iShares National Muni Bond ETF MUB Stock Holding History

Richards, Merrill & Peterson’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 		$404K Hold
3,750
– – 0.13% 138
2026
Q1 		$398K Hold
3,750
– – 0.15% 132
2025
Q4 		$402K Buy
+3,750
New +$401K 0.15% 129
2025
Q2 		– Sell
-275
Closed -$29K – 371
2025
Q1 		$29K Hold
275
– – 0.02% 309
2024
Q4 		$29.3K Buy
+275
New +$29.5K 0.02% 299

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Richards, Merrill & Peterson's MUB Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 3,750 shares worth $404K. The position accounts for 0.13% of the portfolio, ranked #138.

Richards, Merrill & Peterson first reported a position in MUB in Q4 2024 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Richards, Merrill & Peterson held 3,750 shares of iShares National Muni Bond ETF worth $404K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.13% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #138 holding.
  • Richards, Merrill & Peterson first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 713 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.