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

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.