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RMR Wealth Builders’s iShares National Muni Bond ETF MUB Stock Holding History

RMR Wealth Builders’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 		$16.2M Buy
152,237
+8,186
+6% +$880K 1.27% 17
2025
Q4 		$15.4M Sell
144,051
-37,989
-21% -$4.07M 1.23% 19
2025
Q3 		$19.4M Buy
182,040
+10,573
+6% +$1.11M 1.62% 13
2025
Q2 		$17.9M Buy
171,467
+9,186
+6% +$955K 1.63% 13
2025
Q1 		$17.1M Buy
162,281
+19,796
+14% +$2.11M 1.8% 13
2024
Q4 		$15.2M Sell
142,485
-7,827
-5% -$841K 1.57% 15
2024
Q3 		$16.3M Buy
150,312
+12,043
+9% +$1.3M 1.73% 14
2024
Q2 		$14.7M Buy
138,269
+7,779
+6% +$828K 1.69% 14
2024
Q1 		$14M Sell
130,490
-390
-0.3% -$42.1K 1.7% 14
2023
Q4 		$14.2M Sell
130,880
-16,492
-11% -$1.72M 1.99% 13
2023
Q3 		$15.1M Buy
147,372
+7,228
+5% +$762K 2.41% 11
2023
Q2 		$15M Buy
140,144
+23,756
+20% +$2.54M 2.54% 11
2023
Q1 		$12.5M Buy
116,388
+21,923
+23% +$2.34M 2.38% 11
2022
Q4 		$9.97M Sell
94,465
-15,180
-14% -$1.58M 2.26% 10
2022
Q3 		$11.2M Buy
109,645
+32,107
+41% +$3.41M 2.75% 10
2022
Q2 		$8.25M Buy
77,538
+10,150
+15% +$1.08M 2.06% 13
2022
Q1 		$7.39M Buy
67,388
+49,071
+268% +$5.54M 1.58% 16
2021
Q4 		$2.13M Buy
18,317
+6,773
+59% +$786K 0.61% 28
2021
Q3 		$1.34M Buy
11,544
+1,078
+10% +$126K 0.39% 41
2021
Q2 		$1.23M Sell
10,466
-4,035
-28% -$472K 0.4% 44
2021
Q1 		$1.68M Buy
14,501
+8,902
+159% +$1.04M 0.44% 34
2020
Q4 		$656K Sell
5,599
-7,999
-59% -$929K 0.32% 61
2020
Q3 		$1.58M Buy
13,598
+10,365
+321% +$1.2M 0.41% 44
2020
Q2 		$373K Buy
+3,233
New +$367K 0.33% 70
2019
Q4 		$15K Buy
+130
New +$14.8K 0.01% 327

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RMR Wealth Builders's MUB Position: Q1 2026 in Review

RMR Wealth Builders increased its iShares National Muni Bond ETF (MUB) stake by 5.7% in Q1 2026, buying an estimated $880K and bringing the position to 152,237 shares worth $16.2M. The position accounts for 1.27% of the portfolio, ranked #17.

RMR Wealth Builders first reported a position in MUB in Q4 2019 and has held it in 25 quarters since. The position peaked at $19.4M in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • RMR Wealth Builders held 152,237 shares of iShares National Muni Bond ETF worth $16.2M as of Q1 2026.
  • RMR Wealth Builders bought 8,186 iShares National Muni Bond ETF shares in Q1 2026, an estimated $880K.
  • iShares National Muni Bond ETF made up 1.27% of RMR Wealth Builders's portfolio in Q1 2026, its #17 holding.
  • RMR Wealth Builders first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's iShares National Muni Bond ETF position peaked at $19.4M in Q3 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.