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UMB Bank’s iShares National Muni Bond ETF MUB Stock Holding History

UMB Bank’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
Q2 		$313K Sell
2,906
-4,919
-63% -$526K ﹤0.01% 599
2026
Q1 		$831K Hold
7,825
– – 0.01% 383
2025
Q4 		$838K Buy
7,825
+1,641
+27% +$176K 0.01% 386
2025
Q3 		$659K Hold
6,184
– – 0.01% 390
2025
Q2 		$646K Buy
6,184
+4,672
+309% +$486K 0.01% 380
2025
Q1 		$159K Sell
1,512
-195
-11% -$20.7K ﹤0.01% 620
2024
Q4 		$182K Hold
1,707
– – ﹤0.01% 572
2024
Q3 		$185K Buy
1,707
+1,466
+608% +$158K ﹤0.01% 590
2024
Q2 		$25.7K Hold
241
– – ﹤0.01% 994
2024
Q1 		$25.9K Hold
241
– – ﹤0.01% 994
2023
Q4 		$26.1K Hold
241
– – ﹤0.01% 989
2023
Q3 		$24.7K Sell
241
-564
-70% -$59.5K ﹤0.01% 1020
2023
Q2 		$85.9K Hold
805
– – ﹤0.01% 731
2023
Q1 		$86.7K Buy
805
+511
+174% +$54.6K ﹤0.01% 727
2022
Q4 		$31K Sell
294
-780
-73% -$81.3K ﹤0.01% 975
2022
Q3 		$110K Sell
1,074
-341
-24% -$36.3K ﹤0.01% 710
2022
Q2 		$150K Sell
1,415
-233
-14% -$24.9K ﹤0.01% 674
2022
Q1 		$181K Buy
1,648
+174
+12% +$19.6K ﹤0.01% 665
2021
Q4 		$171K Buy
+1,474
New +$171K ﹤0.01% 694
2019
Q3 		– Sell
-1,871
Closed -$212K – 381
2019
Q2 		$212K Hold
1,871
– – 0.01% 348
2019
Q1 		$208K Buy
+1,871
New +$205K 0.01% 336
2016
Q1 		– Sell
-1,911
Closed -$212K – 354
2015
Q4 		$212K Buy
+1,911
New +$210K 0.01% 330

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UMB Bank's MUB Position: Q2 2026 in Review

UMB Bank reduced its iShares National Muni Bond ETF (MUB) stake by 63% in Q2 2026, selling an estimated $526K and leaving 2,906 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

UMB Bank first reported a position in MUB in Q4 2015 and has held it in 22 quarters since. The position peaked at $838K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • UMB Bank held 2,906 shares of iShares National Muni Bond ETF worth $313K as of Q2 2026.
  • UMB Bank sold 4,919 iShares National Muni Bond ETF shares in Q2 2026, an estimated $526K.
  • iShares National Muni Bond ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #599 holding.
  • UMB Bank first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 22 quarters since.
  • UMB Bank's iShares National Muni Bond ETF position peaked at $838K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.