Richmond Investment Services’s iShares National Muni Bond ETF MUB Stock Holding History

Richmond Investment 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	–	Sell	-11,303	Closed	-$1.2M	–	211
2026 Q1	$1.2M	Buy	11,303 +1,411	+14%	+$152K	0.19%	77
2025 Q4	$1.06M	Buy	9,892 +1,947	+25%	+$208K	0.18%	77
2025 Q3	$846K	Buy	7,945 +1,004	+14%	+$105K	0.16%	91
2025 Q2	$725K	Buy	+6,941	New	+$722K	0.15%	94

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Richmond Investment Services's MUB Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 11,303 shares — an estimated $1.2M sold.

Richmond Investment Services first reported a position in MUB in Q2 2025 and held it in 4 quarters. The position peaked at $1.2M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Richmond Investment Services reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 11,303 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.2M.
Richmond Investment Services first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's iShares National Muni Bond ETF position peaked at $1.2M in Q1 2026.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.