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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Riverbend Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 8.4% in Q2 2026, selling an estimated $22K and leaving 2,250 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #160.

Riverbend Wealth Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $306K in Q3 2025. 878 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Riverbend Wealth Management held 2,250 shares of iShares National Muni Bond ETF worth $242K as of Q2 2026.
  • Riverbend Wealth Management sold 206 iShares National Muni Bond ETF shares in Q2 2026, an estimated $22K.
  • iShares National Muni Bond ETF made up 0.12% of Riverbend Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Riverbend Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Riverbend Wealth Management's iShares National Muni Bond ETF position peaked at $306K in Q3 2025.
  • 878 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.