Sutton Place Investors’s iShares National Muni Bond ETF MUB Stock Holding History

Sutton Place Investors’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	$557K	Sell	5,251 -294	-5%	-$31.6K	0.3%	75
2025 Q4	$594K	Sell	5,545 -329	-6%	-$35.2K	0.33%	67
2025 Q3	$626K	Buy	5,874 +345	+6%	+$36.1K	0.36%	61
2025 Q2	$578K	Buy	5,529 +1,585	+40%	+$165K	0.35%	64
2025 Q1	$416K	Sell	3,944 -2,105	-35%	-$224K	0.28%	72
2024 Q4	$645K	Buy	6,049 +370	+7%	+$39.8K	0.37%	65
2024 Q3	$617K	Buy	5,679 +116	+2%	+$12.5K	0.38%	63
2024 Q2	$593K	Buy	5,563 +1,437	+35%	+$153K	0.39%	63
2024 Q1	$444K	Buy	4,126 +1,275	+45%	+$138K	0.22%	110
2023 Q4	$309K	Sell	2,851 -289	-9%	-$30.2K	0.22%	103
2023 Q3	$322K	Buy	+3,140	New	+$331K	0.42%	48
2022 Q4	–	Sell	-3,175	Closed	-$326K	–	68
2022 Q3	$326K	Sell	3,175 -2,374	-43%	-$252K	0.49%	41
2022 Q2	$590K	Buy	5,549 +1,994	+56%	+$213K	0.86%	34
2022 Q1	$380K	Sell	3,555 -3,338	-48%	-$377K	0.45%	48
2021 Q4	$802K	Buy	+6,893	New	+$800K	0.92%	31

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Place Investors's MUB Position: Q1 2026 in Review

Sutton Place Investors reduced its iShares National Muni Bond ETF (MUB) stake by 5.3% in Q1 2026, selling an estimated $31.6K and leaving 5,251 shares worth $557K. The position accounts for 0.3% of the portfolio, ranked #75.

Sutton Place Investors first reported a position in MUB in Q4 2021 and has held it in 15 quarters since. The position peaked at $802K in Q4 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Sutton Place Investors held 5,251 shares of iShares National Muni Bond ETF worth $557K as of Q1 2026.
Sutton Place Investors sold 294 iShares National Muni Bond ETF shares in Q1 2026, an estimated $31.6K.
iShares National Muni Bond ETF made up 0.3% of Sutton Place Investors's portfolio in Q1 2026, its #75 holding.
Sutton Place Investors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
Sutton Place Investors's iShares National Muni Bond ETF position peaked at $802K in Q4 2021.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.