RiverFront Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

RiverFront Investment Group’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	$1.49M	Buy	13,888 +284	+2%	+$30.4K	0.02%	199
2026 Q1	$1.44M	Sell	13,604 -174	-1%	-$18.7K	0.02%	165
2025 Q4	$1.48M	Hold	13,778	–	–	0.02%	135
2025 Q3	$1.47M	Hold	13,778	–	–	0.03%	134
2025 Q2	$1.44M	Buy	13,778 +11,427	+486%	+$1.19M	0.03%	129
2025 Q1	$248K	Sell	2,351 -285	-11%	-$30.3K	0.01%	257
2024 Q4	$281K	Buy	+2,636	New	+$283K	0.01%	206
2023 Q4	–	Sell	-7,298	Closed	-$748K	–	123
2023 Q3	$748K	Hold	7,298	–	–	0.03%	86
2023 Q2	$779K	Hold	7,298	–	–	0.03%	86
2023 Q1	$786K	Hold	7,298	–	–	0.03%	82
2022 Q4	$770K	Hold	7,298	–	–	0.17%	75
2022 Q3	$749K	Hold	7,298	–	–	0.03%	71
2022 Q2	$776K	Buy	+7,298	New	+$779K	0.03%	75

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

RiverFront Investment Group's MUB Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q2 2026, buying an estimated $30.4K and bringing the position to 13,888 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #199.

RiverFront Investment Group first reported a position in MUB in Q2 2022 and has held it in 13 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

RiverFront Investment Group held 13,888 shares of iShares National Muni Bond ETF worth $1.49M as of Q2 2026.
RiverFront Investment Group bought 284 iShares National Muni Bond ETF shares in Q2 2026, an estimated $30.4K.
iShares National Muni Bond ETF made up 0.02% of RiverFront Investment Group's portfolio in Q2 2026, its #199 holding.
RiverFront Investment Group first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 13 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.