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StoneX Group’s iShares National Muni Bond ETF MUB Stock Holding History

StoneX Group’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 		$2M Sell
18,907
-306
-2% -$32.9K 0.11% 151
2025
Q4 		$2.06M Buy
19,213
+7,127
+59% +$763K 0.09% 178
2025
Q3 		$1.29M Buy
12,086
+797
+7% +$83.4K 0.06% 287
2025
Q2 		$1.18M Buy
11,289
+5,111
+83% +$531K 0.06% 286
2025
Q1 		$651K Sell
6,178
-8,990
-59% -$956K 0.04% 397
2024
Q4 		$1.62M Buy
15,168
+3,479
+30% +$374K 0.09% 199
2024
Q3 		$1.27M Buy
11,689
+2,283
+24% +$246K 0.57% 34
2024
Q2 		$1M Sell
9,406
-207
-2% -$22K 0.47% 44
2024
Q1 		$1.03M Buy
9,613
+45
+0.5% +$4.86K 0.53% 38
2023
Q4 		$1.04M Buy
+9,568
New +$1,000K 0.55% 41
2023
Q3 		– Sell
-2,491
Closed -$266K – 438
2023
Q2 		$266K Buy
+2,491
New +$266K 0.15% 212
2022
Q4 		– Sell
-11,815
Closed -$1.21M – 619
2022
Q3 		$1.21M Buy
11,815
+4,581
+63% +$487K 0.23% 79
2022
Q2 		$769K Sell
7,234
-33,380
-82% -$3.56M 0.13% 131
2022
Q1 		$4.45M Buy
40,614
+3,041
+8% +$343K 0.42% 43
2021
Q4 		$4.37M Buy
37,573
+1,083
+3% +$126K 0.5% 40
2021
Q3 		$4.24M Buy
36,490
+2,903
+9% +$340K 0.61% 35
2021
Q2 		$3.94M Buy
33,587
+5,543
+20% +$648K 0.58% 34
2021
Q1 		$3.25M Buy
28,044
+4,069
+17% +$475K 0.58% 31
2020
Q4 		$2.81M Buy
23,975
+6,278
+35% +$729K 0.62% 26
2020
Q3 		$2.05M Buy
17,697
+2,409
+16% +$280K 0.66% 28
2020
Q2 		$1.76M Buy
15,288
+1,676
+12% +$190K 0.67% 27
2020
Q1 		$1.54M Buy
13,612
+6,865
+102% +$784K 0.82% 24
2019
Q4 		$769K Buy
+6,747
New +$769K 0.31% 101

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

StoneX Group's MUB Position: Q1 2026 in Review

StoneX Group reduced its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q1 2026, selling an estimated $32.9K and leaving 18,907 shares worth $2M. The position accounts for 0.11% of the portfolio, ranked #151.

StoneX Group first reported a position in MUB in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.45M in Q1 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • StoneX Group held 18,907 shares of iShares National Muni Bond ETF worth $2M as of Q1 2026.
  • StoneX Group sold 306 iShares National Muni Bond ETF shares in Q1 2026, an estimated $32.9K.
  • iShares National Muni Bond ETF made up 0.11% of StoneX Group's portfolio in Q1 2026, its #151 holding.
  • StoneX Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • StoneX Group's iShares National Muni Bond ETF position peaked at $4.45M in Q1 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.