Riverwater Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Riverwater Partners’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 Q1	–	Sell	-4,242	Closed	-$454K	–	226
2025 Q4	$454K	Hold	4,242	–	–	0.18%	131
2025 Q3	$452K	Buy	+4,242	New	+$444K	0.19%	131
2025 Q1	–	Sell	-3,942	Closed	-$420K	–	224
2024 Q4	$420K	Buy	3,942 +40	+1%	+$4.3K	0.2%	118
2024 Q3	$424K	Buy	3,902 +28	+0.7%	+$3.02K	0.21%	120
2024 Q2	$413K	Buy	3,874 +29	+0.8%	+$3.09K	0.31%	96
2024 Q1	$414K	Buy	3,845 +19	+0.5%	+$2.05K	0.3%	101
2023 Q4	$415K	Buy	+3,826	New	+$400K	0.33%	90
2023 Q1	–	Sell	-37,266	Closed	-$3.93M	–	207
2022 Q4	$3.93M	Buy	+37,266	New	+$3.88M	3.36%	2

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverwater Partners's MUB Position: Q1 2026 in Review

Riverwater Partners sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 4,242 shares — an estimated $454K sold.

Riverwater Partners first reported a position in MUB in Q4 2022 and held it in 8 quarters. The position peaked at $3.93M in Q4 2022. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Riverwater Partners reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Riverwater Partners sold 4,242 iShares National Muni Bond ETF shares in Q1 2026, an estimated $454K.
Riverwater Partners first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 8 quarters.
Riverwater Partners's iShares National Muni Bond ETF position peaked at $3.93M in Q4 2022.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.