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Richardson Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Richardson Financial Services’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 		$59.6K Sell
554
-134
-19% -$14.3K 0.03% 291
2026
Q1 		$73K Sell
688
-439
-39% -$47.2K 0.05% 258
2025
Q4 		$119K Sell
1,127
-66
-6% -$7.07K 0.04% 210
2025
Q3 		$127K Buy
1,193
+14
+1% +$1.47K 0.08% 188
2025
Q2 		$123K Sell
1,179
-191
-14% -$19.9K 0.08% 189
2025
Q1 		$144K Buy
1,370
+373
+37% +$39.7K 0.11% 164
2024
Q4 		$106K Sell
997
-379
-28% -$40.7K 0.07% 186
2024
Q3 		$147K Buy
1,376
+388
+39% +$41.8K 0.09% 174
2024
Q2 		$105K Sell
988
-141
-12% -$15K 0.08% 186
2024
Q1 		$121K Buy
1,129
+17
+2% +$1.83K 0.09% 184
2023
Q4 		$121K Buy
+1,112
New +$116K 0.11% 161

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

Richardson Financial Services's MUB Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares National Muni Bond ETF (MUB) stake by 19% in Q2 2026, selling an estimated $14.3K and leaving 554 shares worth $59.6K. The position accounts for 0.03% of the portfolio, ranked #291.

Richardson Financial Services first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $147K in Q3 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Richardson Financial Services held 554 shares of iShares National Muni Bond ETF worth $59.6K as of Q2 2026.
  • Richardson Financial Services sold 134 iShares National Muni Bond ETF shares in Q2 2026, an estimated $14.3K.
  • iShares National Muni Bond ETF made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #291 holding.
  • Richardson Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's iShares National Muni Bond ETF position peaked at $147K in Q3 2024.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.