Riversedge Advisors
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Riversedge Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Riversedge Advisors’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 		$974K Sell
9,630
-3,623
-27% -$380K 0.12% 74
2026
Q2 		$1.43M Buy
13,253
+64
+0.5% +$6.84K 0.19% 50
2026
Q1 		$1.4M Sell
13,189
-1,713
-11% -$184K 0.23% 44
2025
Q4 		$1.6M Sell
14,902
-1,030
-6% -$110K 0.26% 37
2025
Q3 		$1.7M Sell
15,932
-556
-3% -$58.2K 0.28% 37
2025
Q2 		$1.72M Sell
16,488
-1,527
-8% -$159K 0.34% 34
2025
Q1 		$1.9M Sell
18,015
-4,603
-20% -$490K 0.42% 32
2024
Q4 		$2.41M Buy
22,618
+821
+4% +$88.2K 0.54% 31
2024
Q3 		$2.37M Buy
21,797
+340
+2% +$36.6K 0.54% 30
2024
Q2 		$2.29M Sell
21,457
-1,423
-6% -$152K 0.56% 30
2024
Q1 		$2.46M Sell
22,880
-1,204
-5% -$130K 0.61% 27
2023
Q4 		$2.61M Sell
24,084
-8,785
-27% -$918K 0.72% 25
2023
Q3 		$3.37M Sell
32,869
-2,356
-7% -$249K 0.99% 23
2023
Q2 		$3.76M Sell
35,225
-787
-2% -$84.1K 1.03% 26
2023
Q1 		$3.88M Sell
36,012
-936
-3% -$100K 1.13% 24
2022
Q4 		$3.9M Buy
36,948
+7,126
+24% +$743K 1.26% 22
2022
Q3 		$3.06M Sell
29,822
-6,404
-18% -$681K 1.11% 22
2022
Q2 		$3.85M Sell
36,226
-13,558
-27% -$1.45M 1.43% 18
2022
Q1 		$5.46M Buy
49,784
+21,442
+76% +$2.42M 1.78% 15
2021
Q4 		$3.3M Buy
+28,342
New +$3.29M 1.05% 19
2020
Q1 		– Sell
-48,037
Closed -$5.47M – 40
2019
Q4 		$5.47M Buy
48,037
+3,598
+8% +$410K 6.48% 4
2019
Q3 		$5.12M Hold
44,439
– – 7.19% 4
2019
Q2 		$5.12M Buy
+44,439
New +$4.98M 7.19% 4

Other funds holding MUB

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Riversedge Advisors's MUB Position: Q3 2026 in Review

Riversedge Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 27% in Q3 2026, selling an estimated $380K and leaving 9,630 shares worth $974K. The position accounts for 0.12% of the portfolio, ranked #74.

Riversedge Advisors first reported a position in MUB in Q2 2019 and has held it in 23 quarters since. The position peaked at $5.47M in Q4 2019. 1,045 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Riversedge Advisors held 9,630 shares of iShares National Muni Bond ETF worth $974K as of Q3 2026.
  • Riversedge Advisors sold 3,623 iShares National Muni Bond ETF shares in Q3 2026, an estimated $380K.
  • iShares National Muni Bond ETF made up 0.12% of Riversedge Advisors's portfolio in Q3 2026, its #74 holding.
  • Riversedge Advisors first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 23 quarters since.
  • Riversedge Advisors's iShares National Muni Bond ETF position peaked at $5.47M in Q4 2019.
  • 1,045 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.