Shotwell Rutter Baer’s iShares National Muni Bond ETF MUB Stock Holding History

Shotwell Rutter Baer’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	$605K	Sell	5,618 -9	-0.2%	-$963	0.33%	25
2026 Q1	$597K	Sell	5,627 -317	-5%	-$34.1K	0.35%	24
2025 Q4	$639K	Sell	5,944 -1,079	-15%	-$116K	0.38%	23
2025 Q3	$748K	Sell	7,023 -303	-4%	-$31.7K	0.48%	22
2025 Q2	$764K	Sell	7,326 -34	-0.5%	-$3.54K	0.52%	20
2025 Q1	$778K	Sell	7,360 -211	-3%	-$22.4K	0.69%	19
2024 Q4	$800K	Hold	7,571	–	–	0.67%	19
2024 Q3	$818K	Sell	7,571 -14	-0.2%	-$1.51K	0.67%	20
2024 Q2	$811K	Buy	7,585 +1,164	+18%	+$124K	0.72%	19
2024 Q1	$686K	Sell	6,421 -310	-5%	-$33.5K	1.39%	9
2023 Q4	$731K	Buy	+6,731	New	+$703K	0.7%	21

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Shotwell Rutter Baer's MUB Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its iShares National Muni Bond ETF (MUB) stake by 0.16% in Q2 2026, selling an estimated $963 and leaving 5,618 shares worth $605K. The position accounts for 0.33% of the portfolio, ranked #25.

Shotwell Rutter Baer first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $818K in Q3 2024. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Shotwell Rutter Baer held 5,618 shares of iShares National Muni Bond ETF worth $605K as of Q2 2026.
Shotwell Rutter Baer sold 9 iShares National Muni Bond ETF shares in Q2 2026, an estimated $963.
iShares National Muni Bond ETF made up 0.33% of Shotwell Rutter Baer's portfolio in Q2 2026, its #25 holding.
Shotwell Rutter Baer first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Shotwell Rutter Baer's iShares National Muni Bond ETF position peaked at $818K in Q3 2024.
1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.