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TBH Global Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

TBH Global Asset 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 		$1.87M Sell
17,578
-225
-1% -$24.2K 0.38% 67
2025
Q4 		$1.91M Sell
17,803
-152
-0.8% -$16.3K 0.32% 69
2025
Q3 		$1.91M Buy
+17,955
New +$1.88M 0.37% 66
2025
Q1 		– Sell
-16,366
Closed -$1.74M – 208
2024
Q4 		$1.74M Sell
16,366
-3,418
-17% -$367K 0.41% 56
2024
Q3 		$2.15M Sell
19,784
-515
-3% -$55.5K 0.47% 46
2024
Q2 		$2.16M Sell
20,299
-26,128
-56% -$2.78M 0.48% 47
2024
Q1 		$5M Buy
46,427
+14,128
+44% +$1.52M 1% 19
2023
Q4 		$3.5M Buy
+32,299
New +$3.38M 0.71% 30
2023
Q1 		– Sell
-2,531
Closed -$267K – 213
2022
Q4 		$267K Sell
2,531
-1,101
-30% -$115K 0.06% 163
2022
Q3 		$372K Sell
3,632
-4,735
-57% -$503K 0.1% 125
2022
Q2 		$890K Sell
8,367
-594
-7% -$63.4K 0.21% 81
2022
Q1 		$982K Sell
8,961
-504
-5% -$56.9K 0.21% 84
2021
Q4 		$1.1M Sell
9,465
-154
-2% -$17.9K 0.23% 79
2021
Q3 		$1.12M Sell
9,619
-1,386
-13% -$162K 0.26% 72
2021
Q2 		$1.29M Buy
11,005
+705
+7% +$82.4K 0.3% 66
2021
Q1 		$1.2M Sell
10,300
-743
-7% -$86.7K 0.31% 65
2020
Q4 		$1.29M Sell
11,043
-3,814
-26% -$443K 0.4% 54
2020
Q3 		$1.72M Sell
14,857
-3,588
-19% -$417K 0.6% 45
2020
Q2 		$2.13M Sell
18,445
-19,366
-51% -$2.2M 0.84% 33
2020
Q1 		$4.45M Buy
37,811
+1,234
+3% +$141K 1.88% 11
2019
Q4 		$4.17M Buy
+36,577
New +$4.17M 1.25% 17

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

TBH Global Asset Management's MUB Position: Q1 2026 in Review

TBH Global Asset Management reduced its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q1 2026, selling an estimated $24.2K and leaving 17,578 shares worth $1.87M. The position accounts for 0.38% of the portfolio, ranked #67.

TBH Global Asset Management first reported a position in MUB in Q4 2019 and has held it in 21 quarters since. The position peaked at $5M in Q1 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • TBH Global Asset Management held 17,578 shares of iShares National Muni Bond ETF worth $1.87M as of Q1 2026.
  • TBH Global Asset Management sold 225 iShares National Muni Bond ETF shares in Q1 2026, an estimated $24.2K.
  • iShares National Muni Bond ETF made up 0.38% of TBH Global Asset Management's portfolio in Q1 2026, its #67 holding.
  • TBH Global Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • TBH Global Asset Management's iShares National Muni Bond ETF position peaked at $5M in Q1 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.