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Rothschild Investment LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Rothschild Investment LLC’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 		$2.16M Buy
20,069
+16,426
+451% +$1.76M 0.08% 232
2026
Q1 		$387K Buy
3,643
+3,045
+509% +$327K 0.02% 474
2025
Q4 		$64K Buy
598
+555
+1,291% +$59.4K ﹤0.01% 955
2025
Q3 		$4.58K Hold
43
– – ﹤0.01% 1747
2025
Q2 		$4.49K Buy
43
+5
+13% +$520 ﹤0.01% 1568
2025
Q1 		$4.01K Hold
38
– – ﹤0.01% 1537
2024
Q4 		$4.05K Sell
38
-2
-5% -$215 ﹤0.01% 1430
2024
Q3 		$4.34K Hold
40
– – ﹤0.01% 1352
2024
Q2 		$4.26K Buy
40
+2
+5% +$213 ﹤0.01% 1231
2024
Q1 		$4.09K Sell
38
-1,562
-98% -$169K ﹤0.01% 1156
2023
Q4 		$173K Buy
+1,600
New +$167K 0.01% 437

Other funds holding MUB

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rothschild Investment LLC's MUB Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares National Muni Bond ETF (MUB) stake by 451% in Q2 2026, buying an estimated $1.76M and bringing the position to 20,069 shares worth $2.16M. The position accounts for 0.08% of the portfolio, ranked #232.

Rothschild Investment LLC first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,465 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Rothschild Investment LLC held 20,069 shares of iShares National Muni Bond ETF worth $2.16M as of Q2 2026.
  • Rothschild Investment LLC bought 16,426 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.76M.
  • iShares National Muni Bond ETF made up 0.08% of Rothschild Investment LLC's portfolio in Q2 2026, its #232 holding.
  • Rothschild Investment LLC first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,465 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.