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

Riverbend 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
Q3 		$237K Buy
2,340
+90
+4% +$9.45K 0.11% 161
2026
Q2 		$242K Sell
2,250
-206
-8% -$22K 0.12% 160
2026
Q1 		$261K Buy
2,456
+48
+2% +$5.16K 0.15% 141
2025
Q4 		$258K Sell
2,408
-468
-16% -$50.1K 0.16% 135
2025
Q3 		$306K Buy
2,876
+11
+0.4% +$1.15K 0.21% 109
2025
Q2 		$299K Sell
2,865
-17
-0.6% -$1.77K 0.23% 104
2025
Q1 		$304K Buy
2,882
+95
+3% +$10.1K 0.27% 94
2024
Q4 		$297K Buy
+2,787
New +$299K 0.26% 93

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Riverbend Wealth Management's MUB Position: Q3 2026 in Review

Riverbend Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 4% in Q3 2026, buying an estimated $9.45K and bringing the position to 2,340 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #161.

Riverbend Wealth Management first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $306K in Q3 2025. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Riverbend Wealth Management held 2,340 shares of iShares National Muni Bond ETF worth $237K as of Q3 2026.
  • Riverbend Wealth Management bought 90 iShares National Muni Bond ETF shares in Q3 2026, an estimated $9.45K.
  • iShares National Muni Bond ETF made up 0.11% of Riverbend Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Riverbend Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Riverbend Wealth Management's iShares National Muni Bond ETF position peaked at $306K in Q3 2025.
  • 1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.