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Running Point Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Running Point Capital Advisors’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
2025
Q4 		$1.97M Buy
18,426
+944
+5% +$101K 0.54% 41
2025
Q3 		$1.86M Buy
17,482
+716
+4% +$74.9K 0.5% 39
2025
Q2 		$1.75M Buy
16,766
+1,161
+7% +$121K 0.48% 40
2025
Q1 		$1.65M Buy
15,605
+348
+2% +$37K 0.52% 42
2024
Q4 		$1.63M Sell
15,257
-1,548
-9% -$166K 0.56% 35
2024
Q3 		$1.83M Buy
16,805
+1,064
+7% +$115K 0.71% 34
2024
Q2 		$1.68M Buy
15,741
+938
+6% +$99.9K 0.69% 35
2024
Q1 		$1.59M Buy
14,803
+84
+0.6% +$9.06K 0.71% 36
2023
Q4 		$1.6M Buy
14,719
+4,315
+41% +$451K 0.78% 34
2023
Q3 		$1.07M Sell
10,404
-50
-0.5% -$5.27K 0.62% 33
2023
Q2 		$1.12M Buy
10,454
+1,272
+14% +$136K 0.63% 32
2023
Q1 		$989K Buy
9,182
+1,518
+20% +$162K 0.6% 33
2022
Q4 		$809K Sell
7,664
-8,486
-53% -$884K 0.5% 39
2022
Q3 		$1.66M Buy
16,150
+2,231
+16% +$237K 1.1% 22
2022
Q2 		$1.48M Buy
13,919
+5,715
+70% +$610K 0.95% 21
2022
Q1 		$899K Buy
8,204
+3,362
+69% +$379K 0.53% 32
2021
Q4 		$563K Sell
4,842
-39,652
-89% -$4.6M 0.34% 42
2021
Q3 		$5.17M Buy
44,494
+5,372
+14% +$630K 2.29% 13
2021
Q2 		$4.58M Buy
39,122
+453
+1% +$52.9K 2.08% 17
2021
Q1 		$4.49M Sell
38,669
-415
-1% -$48.4K 2.48% 14
2020
Q4 		$4.58M Buy
+39,084
New +$4.54M 2.68% 12

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Running Point Capital Advisors's MUB Position: Q4 2025 in Review

Running Point Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 5.4% in Q4 2025, buying an estimated $101K and bringing the position to 18,426 shares worth $1.97M. The position accounts for 0.54% of the portfolio, ranked #41.

Running Point Capital Advisors first reported a position in MUB in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.17M in Q3 2021. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Running Point Capital Advisors held 18,426 shares of iShares National Muni Bond ETF worth $1.97M as of Q4 2025.
  • Running Point Capital Advisors bought 944 iShares National Muni Bond ETF shares in Q4 2025, an estimated $101K.
  • iShares National Muni Bond ETF made up 0.54% of Running Point Capital Advisors's portfolio in Q4 2025, its #41 holding.
  • Running Point Capital Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares National Muni Bond ETF position peaked at $5.17M in Q3 2021.
  • 1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.