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Robertson Stephens Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Robertson Stephens 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
Q1 		$16.2M Buy
152,802
+24,699
+19% +$2.66M 0.45% 40
2025
Q4 		$13.7M Buy
128,103
+10,037
+9% +$1.07M 0.36% 49
2025
Q3 		$12.6M Sell
118,066
-19,299
-14% -$2.02M 0.38% 49
2025
Q2 		$14.4M Buy
137,365
+33,954
+33% +$3.53M 0.46% 45
2025
Q1 		$10.9M Buy
103,411
+20,664
+25% +$2.2M 0.37% 51
2024
Q4 		$8.82M Buy
82,747
+32,585
+65% +$3.5M 0.31% 69
2024
Q3 		$5.45M Sell
50,162
-4,653
-8% -$501K 0.2% 104
2024
Q2 		$5.84M Sell
54,815
-2,334
-4% -$249K 0.29% 62
2024
Q1 		$6.15M Sell
57,149
-2,415
-4% -$261K 0.33% 56
2023
Q4 		$6.46M Sell
59,564
-23,756
-29% -$2.48M 0.39% 48
2023
Q3 		$8.54M Sell
83,320
-7,304
-8% -$770K 0.58% 35
2023
Q2 		$9.67M Sell
90,624
-12,780
-12% -$1.37M 0.68% 29
2023
Q1 		$11.1M Buy
103,404
+1,784
+2% +$191K 0.86% 24
2022
Q4 		$10.7M Buy
101,620
+62,707
+161% +$6.54M 1.04% 17
2022
Q3 		$3.99M Sell
38,913
-86,508
-69% -$9.2M 0.42% 50
2022
Q2 		$13.3M Buy
125,421
+109,422
+684% +$11.7M 1.26% 16
2022
Q1 		$1.75M Sell
15,999
-10,173
-39% -$1.15M 0.15% 123
2021
Q4 		$3.04M Buy
26,172
+18,675
+249% +$2.17M 0.26% 90
2021
Q3 		$870K Sell
7,497
-36
-0.5% -$4.22K 0.1% 137
2021
Q2 		$882K Buy
7,533
+2,328
+45% +$272K 0.11% 138
2021
Q1 		$604K Sell
5,205
-724
-12% -$84.4K 0.1% 158
2020
Q4 		$694K Buy
5,929
+4,114
+227% +$478K 0.15% 118
2020
Q3 		$210K Buy
+1,815
New +$211K 0.05% 223

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

Robertson Stephens Wealth Management's MUB Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 19% in Q1 2026, buying an estimated $2.66M and bringing the position to 152,802 shares worth $16.2M. The position accounts for 0.45% of the portfolio, ranked #40.

Robertson Stephens Wealth Management first reported a position in MUB in Q3 2020 and has held it in 23 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Robertson Stephens Wealth Management held 152,802 shares of iShares National Muni Bond ETF worth $16.2M as of Q1 2026.
  • Robertson Stephens Wealth Management bought 24,699 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.66M.
  • iShares National Muni Bond ETF made up 0.45% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.