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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
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
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

Shotwell Rutter Baer's MUB Position: Q1 2026 in Review

Shotwell Rutter Baer reduced its iShares National Muni Bond ETF (MUB) stake by 5.3% in Q1 2026, selling an estimated $34.1K and leaving 5,627 shares worth $597K. The position accounts for 0.35% of the portfolio, ranked #24.

Shotwell Rutter Baer first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $818K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Shotwell Rutter Baer held 5,627 shares of iShares National Muni Bond ETF worth $597K as of Q1 2026.
  • Shotwell Rutter Baer sold 317 iShares National Muni Bond ETF shares in Q1 2026, an estimated $34.1K.
  • iShares National Muni Bond ETF made up 0.35% of Shotwell Rutter Baer's portfolio in Q1 2026, its #24 holding.
  • Shotwell Rutter Baer first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Shotwell Rutter Baer's iShares National Muni Bond ETF position peaked at $818K in Q3 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.