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Ritholtz Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Ritholtz Wealth Management’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 		$818K Buy
7,600
+1,802
+31% +$193K 0.01% 681
2026
Q1 		$615K Buy
+5,798
New +$623K 0.01% 711
2022
Q3 		– Sell
-2,398
Closed -$255K – 736
2022
Q2 		$255K Sell
2,398
-18,623
-89% -$1.99M 0.02% 444
2022
Q1 		$2.31M Sell
21,021
-2,370
-10% -$267K 0.16% 71
2021
Q4 		$2.72M Sell
23,391
-1,316
-5% -$153K 0.17% 61
2021
Q3 		$2.87M Sell
24,707
-69
-0.3% -$8.09K 0.2% 51
2021
Q2 		$2.9M Buy
24,776
+153
+0.6% +$17.9K 0.21% 49
2021
Q1 		$2.86M Buy
24,623
+310
+1% +$36.2K 0.24% 44
2020
Q4 		$2.85M Buy
24,313
+845
+4% +$98.2K 0.27% 37
2020
Q3 		$2.72M Hold
23,468
– – 0.31% 33
2020
Q2 		$2.71M Sell
23,468
-1,405
-6% -$159K 0.35% 34
2020
Q1 		$2.81M Sell
24,873
-7,957
-24% -$908K 0.45% 22
2019
Q4 		$3.74M Sell
32,830
-245
-0.7% -$27.9K 0.55% 19
2019
Q3 		$3.77M Buy
33,075
+236
+0.7% +$26.9K 0.61% 17
2019
Q2 		$3.71M Sell
32,839
-2,521
-7% -$282K 0.63% 17
2019
Q1 		$3.93M Sell
35,360
-93,272
-73% -$10.2M 0.72% 18
2018
Q4 		$14M Buy
+128,632
New +$13.8M 3.18% 8
2018
Q1 		– Sell
-11,580
Closed -$1.28M – 123
2017
Q4 		$1.28M Buy
+11,580
New +$1.28M 0.38% 30
2016
Q4 		$2.2M Buy
+20,366
New +$2.23M 1.13% 18

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

Ritholtz Wealth Management's MUB Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 31% in Q2 2026, buying an estimated $193K and bringing the position to 7,600 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #681.

Ritholtz Wealth Management first reported a position in MUB in Q4 2016 and has held it in 19 quarters since. The position peaked at $14M in Q4 2018. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Ritholtz Wealth Management held 7,600 shares of iShares National Muni Bond ETF worth $818K as of Q2 2026.
  • Ritholtz Wealth Management bought 1,802 iShares National Muni Bond ETF shares in Q2 2026, an estimated $193K.
  • iShares National Muni Bond ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #681 holding.
  • Ritholtz Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 19 quarters since.
  • Ritholtz Wealth Management's iShares National Muni Bond ETF position peaked at $14M in Q4 2018.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.