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

UBS 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 		$809M Buy
7,622,993
+5,177,341
+212% +$557M 0.12% 161
2025
Q4 		$262M Sell
2,445,652
-21,282
-0.9% -$2.28M 0.04% 444
2025
Q3 		$263M Sell
2,466,934
-58,957
-2% -$6.17M 0.04% 445
2025
Q2 		$264M Sell
2,525,891
-44,314
-2% -$4.61M 0.05% 418
2025
Q1 		$271M Sell
2,570,205
-57,857
-2% -$6.15M 0.05% 387
2024
Q4 		$280M Sell
2,628,062
-125,748
-5% -$13.5M 0.05% 362
2024
Q3 		$299M Sell
2,753,810
-27,289
-1% -$2.94M 0.07% 280
2024
Q2 		$296M Buy
2,781,099
+105,467
+4% +$11.2M 0.07% 255
2024
Q1 		$288M Sell
2,675,632
-139,888
-5% -$15.1M 0.07% 268
2023
Q4 		$305M Buy
2,815,520
+24,361
+0.9% +$2.55M 0.09% 224
2023
Q3 		$286M Sell
2,791,159
-36,781
-1% -$3.88M 0.1% 207
2023
Q2 		$302M Sell
2,827,940
-408,527
-13% -$43.7M 0.1% 204
2023
Q1 		$349M Sell
3,236,467
-291,710
-8% -$31.2M 0.13% 156
2022
Q4 		$372M Buy
3,528,177
+800,709
+29% +$83.5M 0.14% 153
2022
Q3 		$280M Sell
2,727,468
-461,548
-14% -$49.1M 0.12% 170
2022
Q2 		$339M Sell
3,189,016
-90,512
-3% -$9.66M 0.14% 149
2022
Q1 		$360M Sell
3,279,528
-119,276
-4% -$13.5M 0.12% 179
2021
Q4 		$395M Buy
3,398,804
+236,654
+7% +$27.5M 0.11% 178
2021
Q3 		$367M Buy
3,162,150
+78,394
+3% +$9.19M 0.12% 178
2021
Q2 		$361M Sell
3,083,756
-35,556
-1% -$4.16M 0.12% 177
2021
Q1 		$362M Buy
3,119,312
+24,111
+0.8% +$2.81M 0.12% 177
2020
Q4 		$363M Sell
3,095,201
-1,825,557
-37% -$212M 0.12% 184
2020
Q3 		$570M Sell
4,920,758
-20,347
-0.4% -$2.36M 0.22% 114
2020
Q2 		$570M Sell
4,941,105
-244,944
-5% -$27.8M 0.24% 95
2020
Q1 		$586M Sell
5,186,049
-28,827
-0.6% -$3.29M 0.28% 77
2019
Q4 		$594M Sell
5,214,876
-631,619
-11% -$71.9M 0.21% 118
2019
Q3 		$667M Buy
5,846,495
+890,666
+18% +$102M 0.26% 86
2019
Q2 		$560M Sell
4,955,829
-332,313
-6% -$37.2M 0.22% 109
2019
Q1 		$588M Buy
5,288,142
+676,408
+15% +$74.2M 0.24% 94
2018
Q4 		$503M Sell
4,611,734
-818,696
-15% -$88.1M 0.23% 104
2018
Q3 		$586M Buy
5,430,430
+91,791
+2% +$9.98M 0.23% 92
2018
Q2 		$582M Buy
5,338,639
+340,669
+7% +$37M 0.25% 86
2018
Q1 		$544M Buy
4,997,970
+152,998
+3% +$16.7M 0.24% 97
2017
Q4 		$537M Buy
4,844,972
+244,502
+5% +$27.1M 0.22% 107
2017
Q3 		$510M Buy
4,600,470
+542,030
+13% +$60.1M 0.24% 99
2017
Q2 		$447M Buy
4,058,440
+452,395
+13% +$49.7M 0.23% 103
2017
Q1 		$393M Sell
3,606,045
-168,719
-4% -$18.3M 0.21% 110
2016
Q4 		$408M Buy
3,774,764
+246,508
+7% +$27M 0.23% 102
2016
Q3 		$398M Buy
3,528,256
+387,712
+12% +$43.9M 0.24% 94
2016
Q2 		$358M Buy
3,140,544
+270,537
+9% +$30.4M 0.22% 100
2016
Q1 		$320M Buy
2,870,007
+512,045
+22% +$57M 0.21% 104
2015
Q4 		$261M Buy
2,357,962
+458,803
+24% +$50.3M 0.17% 131
2015
Q3 		$208M Buy
1,899,159
+253,580
+15% +$27.6M 0.15% 152
2015
Q2 		$178M Buy
1,645,579
+150,718
+10% +$16.4M 0.12% 198
2015
Q1 		$165M Buy
1,494,861
+359,090
+32% +$39.7M 0.11% 206
2014
Q4 		$125M Buy
+1,135,771
New +$125M 0.09% 239

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

UBS Group's MUB Position: Q1 2026 in Review

UBS Group increased its iShares National Muni Bond ETF (MUB) stake by 212% in Q1 2026, buying an estimated $557M and bringing the position to 7,622,993 shares worth $809M. The position accounts for 0.12% of the portfolio, ranked #161.

UBS Group first reported a position in MUB in Q4 2014 and has held it in 46 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • UBS Group held 7,622,993 shares of iShares National Muni Bond ETF worth $809M as of Q1 2026.
  • UBS Group bought 5,177,341 iShares National Muni Bond ETF shares in Q1 2026, an estimated $557M.
  • iShares National Muni Bond ETF made up 0.12% of UBS Group's portfolio in Q1 2026, its #161 holding.
  • UBS Group first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.