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Stone House Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Stone House Investment 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
Q1 		$6.72M Buy
63,275
+9,504
+18% +$1.02M 1.2% 21
2025
Q4 		$5.76M Sell
53,771
-1,732
-3% -$185K 0.89% 24
2025
Q3 		$5.91M Sell
55,503
-5,549
-9% -$581K 1% 22
2025
Q2 		$6.38M Buy
61,052
+15,902
+35% +$1.65M 1.17% 22
2025
Q1 		$4.76M Sell
45,150
-20,491
-31% -$2.18M 0.96% 22
2024
Q4 		$6.99M Sell
65,641
-5,051
-7% -$543K 1.78% 16
2024
Q3 		$7.68M Sell
70,692
-426
-0.6% -$45.9K 1.59% 16
2024
Q2 		$7.58M Buy
71,118
+3,299
+5% +$351K 1.97% 14
2024
Q1 		$7.3M Buy
67,819
+53,836
+385% +$5.81M 1.72% 16
2023
Q4 		$1.52M Buy
13,983
+5,301
+61% +$554K 0.52% 22
2023
Q3 		$890K Sell
8,682
-17,378
-67% -$1.83M 0.31% 26
2023
Q2 		$2.78M Buy
26,060
+7,712
+42% +$824K 1.01% 17
2023
Q1 		$1.98M Buy
18,348
+2,425
+15% +$259K 0.67% 18
2022
Q4 		$1.68M Buy
15,923
+5,861
+58% +$611K 0.6% 22
2022
Q3 		$1.03M Buy
10,062
+2,845
+39% +$302K 0.48% 22
2022
Q2 		$768K Buy
7,217
+4,974
+222% +$531K 0.35% 23
2022
Q1 		$246K Buy
+2,243
New +$253K 0.08% 41

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

Stone House Investment Management's MUB Position: Q1 2026 in Review

Stone House Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q1 2026, buying an estimated $1.02M and bringing the position to 63,275 shares worth $6.72M. The position accounts for 1.2% of the portfolio, ranked #21.

Stone House Investment Management first reported a position in MUB in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.68M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Stone House Investment Management held 63,275 shares of iShares National Muni Bond ETF worth $6.72M as of Q1 2026.
  • Stone House Investment Management bought 9,504 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.02M.
  • iShares National Muni Bond ETF made up 1.2% of Stone House Investment Management's portfolio in Q1 2026, its #21 holding.
  • Stone House Investment Management first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Stone House Investment Management's iShares National Muni Bond ETF position peaked at $7.68M in Q3 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.