Richards, Merrill & Peterson
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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
Q3 		$379K Hold
3,750
– – 0.12% 145
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Richards, Merrill & Peterson's MUB Position: Q3 2026 in Review

Richards, Merrill & Peterson held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 3,750 shares worth $379K. The position accounts for 0.12% of the portfolio, ranked #145.

Richards, Merrill & Peterson first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q2 2026. 1,141 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Richards, Merrill & Peterson held 3,750 shares of iShares National Muni Bond ETF worth $379K as of Q3 2026.
  • Richards, Merrill & Peterson left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up 0.12% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #145 holding.
  • Richards, Merrill & Peterson first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Richards, Merrill & Peterson's iShares National Muni Bond ETF position peaked at $404K in Q2 2026.
  • 1,141 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.