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
2017
Q1 		– Sell
-5,000
Closed -$541K – 7843
2016
Q4 		$541K Buy
+5,000
New +$548K ﹤0.01% 4048
2015
Q2 		– Sell
-300
Closed -$33K – 8717
2015
Q1 		$33K Sell
300
-1,800
-86% -$199K ﹤0.01% 6456
2014
Q4 		$232K Buy
+2,100
New +$231K ﹤0.01% 4901

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group's MUB Position: Q3 2026 in Review

UBS Group reduced its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q3 2026, selling an estimated $9.7M and leaving 8,135,081 shares worth $822M. The position accounts for 0.11% of the portfolio, ranked #180.

UBS Group first reported a position in MUB in Q4 2014 and has held it in 48 quarters since. The position peaked at $885M in Q2 2026. 1,249 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • UBS Group held 8,135,081 shares of iShares National Muni Bond ETF worth $822M as of Q3 2026.
  • UBS Group sold 92,094 iShares National Muni Bond ETF shares in Q3 2026, an estimated $9.7M.
  • iShares National Muni Bond ETF made up 0.11% of UBS Group's portfolio in Q3 2026, its #180 holding.
  • UBS Group first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's iShares National Muni Bond ETF position peaked at $885M in Q2 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.