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Stokes Family Office’s iShares National Muni Bond ETF MUB Stock Holding History

Stokes Family Office’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 		$3.49M Buy
32,864
+4,333
+15% +$466K 0.36% 72
2025
Q4 		$3.06M Buy
28,531
+1,590
+6% +$170K 0.28% 79
2025
Q3 		$2.87M Buy
26,941
+5,946
+28% +$622K 0.27% 79
2025
Q2 		$2.19M Buy
20,995
+753
+4% +$78.3K 0.23% 85
2025
Q1 		$2.13M Buy
20,242
+3,505
+21% +$373K 0.24% 82
2024
Q4 		$1.78M Sell
16,737
-2,307
-12% -$248K 0.19% 92
2024
Q3 		$2.07M Sell
19,044
-249
-1% -$26.8K 0.23% 79
2024
Q2 		$2.06M Buy
19,293
+550
+3% +$58.6K 0.24% 79
2024
Q1 		$2.02M Buy
18,743
+1,800
+11% +$194K 0.25% 83
2023
Q4 		$1.84M Sell
16,943
-28,681
-63% -$3M 0.25% 85
2023
Q3 		$4.68M Buy
45,624
+8,380
+23% +$884K 0.55% 39
2023
Q2 		$3.98M Sell
37,244
-2,474
-6% -$264K 0.46% 48
2023
Q1 		$4.28M Buy
39,718
+5,124
+15% +$548K 0.53% 41
2022
Q4 		$3.65M Buy
34,594
+17,770
+106% +$1.85M 0.47% 49
2022
Q3 		$1.73M Sell
16,824
-17,529
-51% -$1.86M 0.25% 81
2022
Q2 		$3.65M Buy
34,353
+4,486
+15% +$479K 0.5% 49
2022
Q1 		$3.27M Buy
29,867
+15,027
+101% +$1.7M 0.43% 56
2021
Q4 		$1.73M Buy
14,840
+8,351
+129% +$970K 0.21% 77
2021
Q3 		$754K Buy
6,489
+2,738
+73% +$321K 0.1% 114
2021
Q2 		$440K Buy
+3,751
New +$438K 0.06% 151

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

Stokes Family Office's MUB Position: Q1 2026 in Review

Stokes Family Office increased its iShares National Muni Bond ETF (MUB) stake by 15% in Q1 2026, buying an estimated $466K and bringing the position to 32,864 shares worth $3.49M. The position accounts for 0.36% of the portfolio, ranked #72.

Stokes Family Office first reported a position in MUB in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.68M in Q3 2023. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Stokes Family Office held 32,864 shares of iShares National Muni Bond ETF worth $3.49M as of Q1 2026.
  • Stokes Family Office bought 4,333 iShares National Muni Bond ETF shares in Q1 2026, an estimated $466K.
  • iShares National Muni Bond ETF made up 0.36% of Stokes Family Office's portfolio in Q1 2026, its #72 holding.
  • Stokes Family Office first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Stokes Family Office's iShares National Muni Bond ETF position peaked at $4.68M in Q3 2023.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.