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Rinkey Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Rinkey Investments’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 		$12.4M Buy
115,606
+4,150
+4% +$444K 2.93% 10
2026
Q1 		$11.8M Buy
111,456
+24,452
+28% +$2.63M 3.03% 12
2025
Q4 		$9.32M Sell
87,004
-14,543
-14% -$1.56M 2.37% 11
2025
Q3 		$10.8M Buy
101,547
+4,781
+5% +$500K 2.87% 12
2025
Q2 		$10.1M Sell
96,766
-74,482
-43% -$7.74M 3.04% 12
2025
Q1 		$18.1M Buy
171,248
+53,163
+45% +$5.65M 5.72% 4
2024
Q4 		$12.6M Sell
118,085
-840
-0.7% -$90.2K 4.03% 6
2024
Q3 		$12.9M Sell
118,925
-3,066
-3% -$330K 4.18% 5
2024
Q2 		$13M Buy
121,991
+7,039
+6% +$750K 4.67% 5
2024
Q1 		$12.4M Buy
114,952
+4,168
+4% +$450K 4.51% 5
2023
Q4 		$12M Sell
110,784
-12,993
-10% -$1.36M 4.73% 5
2023
Q3 		$12.7M Buy
123,777
+6,155
+5% +$649K 5.82% 5
2023
Q2 		$12.6M Buy
117,622
+11,675
+11% +$1.25M 5.74% 5
2023
Q1 		$11.4M Buy
105,947
+11,115
+12% +$1.19M 5.98% 5
2022
Q4 		$10M Buy
94,832
+49,670
+110% +$5.18M 5.99% 5
2022
Q3 		$4.69M Buy
45,162
+5,061
+13% +$538K 3.54% 11
2022
Q2 		$4.35M Sell
40,101
-39,521
-50% -$4.22M 3.84% 11
2022
Q1 		$8.47M Buy
79,622
+11,345
+17% +$1.28M 8.37% 4
2021
Q4 		$7.88M Buy
+68,277
New +$7.93M 7.24% 4

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

Rinkey Investments's MUB Position: Q2 2026 in Review

Rinkey Investments increased its iShares National Muni Bond ETF (MUB) stake by 3.7% in Q2 2026, buying an estimated $444K and bringing the position to 115,606 shares worth $12.4M. The position accounts for 2.93% of the portfolio, ranked #10.

Rinkey Investments first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.1M in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Rinkey Investments held 115,606 shares of iShares National Muni Bond ETF worth $12.4M as of Q2 2026.
  • Rinkey Investments bought 4,150 iShares National Muni Bond ETF shares in Q2 2026, an estimated $444K.
  • iShares National Muni Bond ETF made up 2.93% of Rinkey Investments's portfolio in Q2 2026, its #10 holding.
  • Rinkey Investments first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Rinkey Investments's iShares National Muni Bond ETF position peaked at $18.1M in Q1 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.