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Rossby Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Rossby Financial’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
Q2 		$1.33M Sell
12,384
-336
-3% -$35.9K 0.24% 77
2026
Q1 		$1.35M Buy
12,720
+10,598
+499% +$1.14M 0.28% 73
2025
Q4 		$227K Buy
2,122
+175
+9% +$18.7K 0.07% 262
2025
Q3 		$207K Buy
1,947
+139
+8% +$14.5K 0.07% 270
2025
Q2 		$189K Sell
1,808
-172
-9% -$17.9K 0.07% 264
2025
Q1 		$206K Buy
1,980
+84
+4% +$8.93K 0.09% 221
2024
Q4 		$202K Buy
+1,896
New +$204K 0.13% 190

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rossby Financial's MUB Position: Q2 2026 in Review

Rossby Financial reduced its iShares National Muni Bond ETF (MUB) stake by 2.6% in Q2 2026, selling an estimated $35.9K and leaving 12,384 shares worth $1.33M. The position accounts for 0.24% of the portfolio, ranked #77.

Rossby Financial first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Rossby Financial held 12,384 shares of iShares National Muni Bond ETF worth $1.33M as of Q2 2026.
  • Rossby Financial sold 336 iShares National Muni Bond ETF shares in Q2 2026, an estimated $35.9K.
  • iShares National Muni Bond ETF made up 0.24% of Rossby Financial's portfolio in Q2 2026, its #77 holding.
  • Rossby Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's iShares National Muni Bond ETF position peaked at $1.35M in Q1 2026.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.