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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richardson Financial Services's MUB Position: Q1 2026 in Review

Richardson Financial Services reduced its iShares National Muni Bond ETF (MUB) stake by 39% in Q1 2026, selling an estimated $47.2K and leaving 688 shares worth $73K. The position accounts for 0.05% of the portfolio, ranked #258.

Richardson Financial Services first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $147K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Richardson Financial Services held 688 shares of iShares National Muni Bond ETF worth $73K as of Q1 2026.
Richardson Financial Services sold 439 iShares National Muni Bond ETF shares in Q1 2026, an estimated $47.2K.
iShares National Muni Bond ETF made up 0.05% of Richardson Financial Services's portfolio in Q1 2026, its #258 holding.
Richardson Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's iShares National Muni Bond ETF position peaked at $147K in Q3 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.