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Savant Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Savant Capital’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 		$8.54M Buy
80,408
+8,856
+12% +$952K 0.04% 205
2025
Q4 		$7.66M Sell
71,552
-1,572
-2% -$168K 0.04% 203
2025
Q3 		$7.79M Buy
73,124
+10,985
+18% +$1.15M 0.05% 187
2025
Q2 		$6.49M Sell
62,139
-10,618
-15% -$1.1M 0.05% 190
2025
Q1 		$7.67M Sell
72,757
-14,525
-17% -$1.54M 0.07% 159
2024
Q4 		$9.3M Sell
87,282
-10,068
-10% -$1.08M 0.07% 165
2024
Q3 		$10.6M Buy
97,350
+1,969
+2% +$212K 0.09% 147
2024
Q2 		$10.2M Buy
95,381
+12,378
+15% +$1.32M 0.1% 131
2024
Q1 		$8.93M Sell
83,003
-18,696
-18% -$2.02M 0.1% 132
2023
Q4 		$11M Sell
101,699
-57,010
-36% -$5.96M 0.14% 112
2023
Q3 		$16.3M Sell
158,709
-38,406
-19% -$4.05M 0.24% 81
2023
Q2 		$21M Sell
197,115
-13,867
-7% -$1.48M 0.33% 54
2023
Q1 		$22.7M Buy
210,982
+194,256
+1,161% +$20.8M 0.42% 42
2022
Q4 		$1.76M Buy
16,726
+2,172
+15% +$226K 0.04% 180
2022
Q3 		$1.49M Sell
14,554
-3,355
-19% -$357K 0.05% 186
2022
Q2 		$1.91M Sell
17,909
-11,197
-38% -$1.19M 0.06% 154
2022
Q1 		$3.19M Sell
29,106
-710
-2% -$80.1K 0.1% 108
2021
Q4 		$3.47M Buy
29,816
+1,100
+4% +$128K 0.11% 103
2021
Q3 		$3.34M Sell
28,716
-3,233
-10% -$379K 0.12% 95
2021
Q2 		$3.74M Sell
31,949
-1,809
-5% -$211K 0.15% 76
2021
Q1 		$3.92M Buy
33,758
+1,161
+4% +$135K 0.21% 69
2020
Q4 		$3.82M Buy
32,597
+1,803
+6% +$209K 0.22% 67
2020
Q3 		$3.57M Sell
30,794
-1,705
-5% -$198K 0.24% 66
2020
Q2 		$3.75M Buy
32,499
+2,826
+10% +$321K 0.28% 60
2020
Q1 		$3.35M Buy
29,673
+4,530
+18% +$517K 0.32% 63
2019
Q4 		$2.86M Sell
25,143
-56
-0.2% -$6.38K 0.35% 65
2019
Q3 		$2.88M Sell
25,199
-248
-1% -$28.3K 0.4% 57
2019
Q2 		$2.88M Buy
+25,447
New +$2.85M 0.41% 57

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

Savant Capital's MUB Position: Q1 2026 in Review

Savant Capital increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q1 2026, buying an estimated $952K and bringing the position to 80,408 shares worth $8.54M. The position accounts for 0.04% of the portfolio, ranked #205.

Savant Capital first reported a position in MUB in Q2 2019 and has held it in 28 quarters since. The position peaked at $22.7M in Q1 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Savant Capital held 80,408 shares of iShares National Muni Bond ETF worth $8.54M as of Q1 2026.
  • Savant Capital bought 8,856 iShares National Muni Bond ETF shares in Q1 2026, an estimated $952K.
  • iShares National Muni Bond ETF made up 0.04% of Savant Capital's portfolio in Q1 2026, its #205 holding.
  • Savant Capital first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Savant Capital's iShares National Muni Bond ETF position peaked at $22.7M in Q1 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.