Sand Hill Global Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Sand Hill Global 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
2026 Q1	$4.74M	Sell	44,687 -2,330	-5%	-$251K	0.16%	76
2025 Q4	$5.04M	Sell	47,017 -270	-0.6%	-$28.9K	0.18%	76
2025 Q3	$5.04M	Sell	47,287 -24,926	-35%	-$2.61M	0.18%	76
2025 Q2	$7.54M	Sell	72,213 -18,728	-21%	-$1.95M	0.28%	57
2025 Q1	$9.59M	Sell	90,941 -37,746	-29%	-$4.01M	0.4%	39
2024 Q4	$13.7M	Buy	128,687 +5,838	+5%	+$627K	0.58%	27
2024 Q3	$13.3M	Sell	122,849 -7,724	-6%	-$832K	0.56%	29
2024 Q2	$13.9M	Sell	130,573 -22,716	-15%	-$2.42M	0.63%	26
2024 Q1	$16.5M	Sell	153,289 -130,426	-46%	-$14.1M	0.78%	23
2023 Q4	$30.8M	Buy	283,715 +222,503	+363%	+$23.3M	1.48%	12
2023 Q3	$6.28M	Buy	61,212 +16,532	+37%	+$1.74M	0.35%	49
2023 Q2	$4.77M	Sell	44,680 -154	-0.3%	-$16.5K	0.24%	60
2023 Q1	$4.83M	Sell	44,834 -58,865	-57%	-$6.29M	0.26%	58
2022 Q4	$10.9M	Buy	103,699 +42,439	+69%	+$4.42M	0.62%	26
2022 Q3	$6.28M	Sell	61,260 -95,337	-61%	-$10.1M	0.4%	40
2022 Q2	$16.7M	Buy	156,597 +136,458	+678%	+$14.6M	0.95%	18
2022 Q1	$2.21M	Buy	20,139 +11,704	+139%	+$1.32M	0.12%	77
2021 Q4	$981K	Sell	8,435 -233	-3%	-$27.1K	0.06%	92
2021 Q3	$1.01M	Sell	8,668 -5,967	-41%	-$700K	0.06%	90
2021 Q2	$1.72M	Sell	14,635 -3,688	-20%	-$431K	0.1%	79
2021 Q1	$2.13M	Sell	18,323 -2,774	-13%	-$324K	0.14%	69
2020 Q4	$2.47M	Sell	21,097 -217	-1%	-$25.2K	0.17%	67
2020 Q3	$2.47M	Sell	21,314 -3,042	-12%	-$353K	0.19%	60
2020 Q2	$2.81M	Buy	24,356 +1,625	+7%	+$184K	0.22%	57
2020 Q1	$2.57M	Sell	22,731 -10,525	-32%	-$1.2M	0.24%	56
2019 Q4	$3.79M	Sell	33,256 -6,554	-16%	-$747K	0.34%	55
2019 Q3	$4.54M	Hold	39,810	–	–	0.43%	41
2019 Q2	$4.5M	Sell	39,810 -6,094	-13%	-$682K	0.46%	38
2019 Q1	$5.1M	Sell	45,904 -99,314	-68%	-$10.9M	0.52%	35
2018 Q4	$15.8M	Buy	+145,218	New	+$15.6M	1.7%	16

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sand Hill Global Advisors's MUB Position: Q1 2026 in Review

Sand Hill Global Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 5% in Q1 2026, selling an estimated $251K and leaving 44,687 shares worth $4.74M. The position accounts for 0.16% of the portfolio, ranked #76.

Sand Hill Global Advisors first reported a position in MUB in Q4 2018 and has held it in 30 quarters since. The position peaked at $30.8M in Q4 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Sand Hill Global Advisors held 44,687 shares of iShares National Muni Bond ETF worth $4.74M as of Q1 2026.
Sand Hill Global Advisors sold 2,330 iShares National Muni Bond ETF shares in Q1 2026, an estimated $251K.
iShares National Muni Bond ETF made up 0.16% of Sand Hill Global Advisors's portfolio in Q1 2026, its #76 holding.
Sand Hill Global Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
Sand Hill Global Advisors's iShares National Muni Bond ETF position peaked at $30.8M in Q4 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.