Richardson Financial Services
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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
Q3 		$56K Hold
554
– – 0.03% 307
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% +$1.46K 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

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
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Richardson Financial Services's MUB Position: Q3 2026 in Review

Richardson Financial Services held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 554 shares worth $56K. The position accounts for 0.03% of the portfolio, ranked #307.

Richardson Financial Services first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $147K in Q3 2024. 1,110 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Richardson Financial Services held 554 shares of iShares National Muni Bond ETF worth $56K as of Q3 2026.
  • Richardson Financial Services left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up 0.03% of Richardson Financial Services's portfolio in Q3 2026, its #307 holding.
  • Richardson Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's iShares National Muni Bond ETF position peaked at $147K in Q3 2024.
  • 1,110 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.