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Vista Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Vista Investment 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 		$246K Hold
2,320
– – 0.08% 160
2025
Q4 		$248K Sell
2,320
-60
-3% -$6.42K 0.08% 159
2025
Q3 		$253K Sell
2,380
-110
-4% -$11.5K 0.09% 155
2025
Q2 		$260K Sell
2,490
-30
-1% -$3.12K 0.1% 153
2025
Q1 		$266K Sell
2,520
-453
-15% -$48.2K 0.1% 151
2024
Q4 		$317K Hold
2,973
– – 0.12% 147
2024
Q3 		$323K Hold
2,973
– – 0.12% 145
2024
Q2 		$317K Sell
2,973
-50
-2% -$5.33K 0.13% 137
2024
Q1 		$325K Hold
3,023
– – 0.13% 140
2023
Q4 		$328K Buy
3,023
+975
+48% +$102K 0.15% 130
2023
Q3 		$210K Sell
2,048
-584
-22% -$61.6K 0.11% 154
2023
Q2 		$281K Buy
+2,632
New +$281K 0.14% 140
2022
Q2 		– Sell
-2,282
Closed -$250K – 167
2022
Q1 		$250K Buy
2,282
+99
+5% +$11.2K 0.14% 149
2021
Q4 		$254K Sell
2,183
-5
-0.2% -$581 0.14% 143
2021
Q3 		$254K Buy
+2,188
New +$256K 0.15% 138
2020
Q1 		– Sell
-2,481
Closed -$283K – 133
2019
Q4 		$283K Sell
2,481
-163
-6% -$18.6K 0.21% 118
2019
Q3 		$302K Sell
2,644
-80
-3% -$9.13K 0.25% 107
2019
Q2 		$308K Sell
2,724
-321
-11% -$35.9K 0.26% 108
2019
Q1 		$339K Buy
3,045
+100
+3% +$11K 0.3% 104
2018
Q4 		$321K Sell
2,945
-1,141
-28% -$123K 0.33% 97
2018
Q3 		$441K Sell
4,086
-665
-14% -$72.3K 0.39% 92
2018
Q2 		$518K Sell
4,751
-79
-2% -$8.57K 0.51% 77
2018
Q1 		$526K Buy
4,830
+2,310
+92% +$252K 0.55% 74
2017
Q4 		$279K Buy
+2,520
New +$279K 0.29% 104

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

Vista Investment Management's MUB Position: Q1 2026 in Review

Vista Investment Management held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 2,320 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #160.

Vista Investment Management first reported a position in MUB in Q4 2017 and has held it in 24 quarters since. The position peaked at $526K in Q1 2018. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Vista Investment Management held 2,320 shares of iShares National Muni Bond ETF worth $246K as of Q1 2026.
  • Vista Investment Management left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.08% of Vista Investment Management's portfolio in Q1 2026, its #160 holding.
  • Vista Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 24 quarters since.
  • Vista Investment Management's iShares National Muni Bond ETF position peaked at $526K in Q1 2018.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.