SDWMA
MUB icon

Schneider Downs Wealth Management Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Schneider Downs Wealth Management 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 		$38.3M Buy
360,475
+19,738
+6% +$2.12M 4.22% 7
2025
Q4 		$36.5M Buy
340,737
+27,195
+9% +$2.91M 4.11% 8
2025
Q3 		$33.4M Buy
313,542
+29,299
+10% +$3.07M 3.96% 8
2025
Q2 		$29.7M Sell
284,243
-12,335
-4% -$1.28M 4.44% 7
2025
Q1 		$31.3M Buy
296,578
+28,839
+11% +$3.07M 5.66% 6
2024
Q4 		$28.5M Buy
267,739
+15,654
+6% +$1.68M 5.37% 6
2024
Q3 		$27.4M Buy
252,085
+25,578
+11% +$2.76M 5.61% 6
2024
Q2 		$24.1M Buy
226,507
+23,235
+11% +$2.47M 5.37% 6
2024
Q1 		$21.9M Buy
203,272
+24,593
+14% +$2.65M 5.04% 6
2023
Q4 		$19.4M Buy
178,679
+2,800
+2% +$293K 5.04% 6
2023
Q3 		$18M Buy
175,879
+33,327
+23% +$3.52M 4.18% 7
2023
Q2 		$15.2M Buy
142,552
+1,632
+1% +$174K 3.48% 7
2023
Q1 		$15.2M Sell
140,920
-13,509
-9% -$1.44M 3.12% 7
2022
Q4 		$16.3M Sell
154,429
-18,565
-11% -$1.93M 3.57% 6
2022
Q3 		$17.7M Sell
172,994
-8,227
-5% -$875K 5.2% 4
2022
Q2 		$19.3M Buy
181,221
+22,333
+14% +$2.38M 5.39% 3
2022
Q1 		$17.4M Sell
158,888
-18,226
-10% -$2.06M 4.44% 5
2021
Q4 		$20.6M Sell
177,114
-8,035
-4% -$933K 4.92% 4
2021
Q3 		$21.5M Sell
185,149
-1,161
-0.6% -$136K 5.56% 4
2021
Q2 		$21.8M Sell
186,310
-8,091
-4% -$946K 5.66% 4
2021
Q1 		$22.6M Buy
194,401
+39,061
+25% +$4.56M 5.51% 4
2020
Q4 		$18.2M Buy
155,340
+13,960
+10% +$1.62M 5.07% 4
2020
Q3 		$16.4M Buy
141,380
+64,822
+85% +$7.53M 5.5% 3
2020
Q2 		$8.84M Buy
76,558
+30,875
+68% +$3.5M 3.02% 5
2020
Q1 		$5.16M Buy
+45,683
New +$5.21M 1.89% 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
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

Schneider Downs Wealth Management Advisors's MUB Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors increased its iShares National Muni Bond ETF (MUB) stake by 5.8% in Q1 2026, buying an estimated $2.12M and bringing the position to 360,475 shares worth $38.3M. The position accounts for 4.22% of the portfolio, ranked #7.

Schneider Downs Wealth Management Advisors first reported a position in MUB in Q1 2020 and has held it in 25 quarters since. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 360,475 shares of iShares National Muni Bond ETF worth $38.3M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors bought 19,738 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.12M.
  • iShares National Muni Bond ETF made up 4.22% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #7 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.