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Rockbridge Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Rockbridge Investment 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 		$745K Sell
7,022
-188
-3% -$20.2K 0.07% 76
2025
Q4 		$772K Buy
7,210
+336
+5% +$36K 0.07% 72
2025
Q3 		$732K Hold
6,874
– – 0.07% 75
2025
Q2 		$718K Hold
6,874
– – 0.08% 75
2025
Q1 		$725K Sell
6,874
-5,942
-46% -$632K 0.09% 67
2024
Q4 		$1.37M Buy
12,816
+73
+0.6% +$7.84K 0.18% 50
2024
Q3 		$1.38M Sell
12,743
-4,616
-27% -$497K 0.18% 49
2024
Q2 		$1.85M Hold
17,359
– – 0.26% 39
2024
Q1 		$1.87M Hold
17,359
– – 0.27% 38
2023
Q4 		$1.88M Sell
17,359
-450
-3% -$47K 0.29% 36
2023
Q3 		$1.83M Sell
17,809
-215
-1% -$22.7K 0.32% 35
2023
Q2 		$1.92M Sell
18,024
-164
-0.9% -$17.5K 0.34% 36
2023
Q1 		$1.96M Hold
18,188
– – 0.36% 35
2022
Q4 		$1.92M Sell
18,188
-1,460
-7% -$152K 0.39% 34
2022
Q3 		$2.02M Buy
19,648
+16,659
+557% +$1.77M 0.48% 34
2022
Q2 		$318K Sell
2,989
-3,057
-51% -$326K 0.07% 80
2022
Q1 		$661K Sell
6,046
-4,081
-40% -$461K 0.1% 84
2021
Q4 		$1.18M Buy
10,127
+1,505
+17% +$175K 0.17% 66
2021
Q3 		$1M Buy
8,622
+1,739
+25% +$204K 0.17% 63
2021
Q2 		$807K Buy
6,883
+995
+17% +$116K 0.14% 70
2021
Q1 		$683K Buy
5,888
+67
+1% +$7.81K 0.13% 73
2020
Q4 		$682K Buy
5,821
+444
+8% +$51.6K 0.14% 71
2020
Q3 		$623K Buy
5,377
+118
+2% +$13.7K 0.15% 68
2020
Q2 		$607K Buy
+5,259
New +$597K 0.16% 70

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

Rockbridge Investment Management's MUB Position: Q1 2026 in Review

Rockbridge Investment Management reduced its iShares National Muni Bond ETF (MUB) stake by 2.6% in Q1 2026, selling an estimated $20.2K and leaving 7,022 shares worth $745K. The position accounts for 0.07% of the portfolio, ranked #76.

Rockbridge Investment Management first reported a position in MUB in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.02M in Q3 2022. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Rockbridge Investment Management held 7,022 shares of iShares National Muni Bond ETF worth $745K as of Q1 2026.
  • Rockbridge Investment Management sold 188 iShares National Muni Bond ETF shares in Q1 2026, an estimated $20.2K.
  • iShares National Muni Bond ETF made up 0.07% of Rockbridge Investment Management's portfolio in Q1 2026, its #76 holding.
  • Rockbridge Investment Management first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's iShares National Muni Bond ETF position peaked at $2.02M in Q3 2022.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.