Split Rock Private Trading & Wealth Management
MUB icon

Split Rock Private Trading & Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Split Rock Private Trading & Wealth Management’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
Q3 		$802K Buy
7,932
+826
+12% +$86.7K 0.54% 24
2026
Q2 		$765K Sell
7,106
-597
-8% -$63.8K 0.52% 25
2026
Q1 		$818K Sell
7,703
-1,933
-20% -$208K 0.63% 21
2025
Q4 		$1.03M Buy
+9,636
New +$1.03M 0.83% 15

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's MUB Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q3 2026, buying an estimated $86.7K and bringing the position to 7,932 shares worth $802K. The position accounts for 0.54% of the portfolio, ranked #24.

Split Rock Private Trading & Wealth Management first reported a position in MUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2025. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 7,932 shares of iShares National Muni Bond ETF worth $802K as of Q3 2026.
  • Split Rock Private Trading & Wealth Management bought 826 iShares National Muni Bond ETF shares in Q3 2026, an estimated $86.7K.
  • iShares National Muni Bond ETF made up 0.54% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Split Rock Private Trading & Wealth Management's iShares National Muni Bond ETF position peaked at $1.03M in Q4 2025.
  • 1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.