WIC
MUB icon

Whitegate Investment Counselors’s iShares National Muni Bond ETF MUB Stock Holding History

Whitegate Investment Counselors’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 		$294K Hold
2,765
– – 0.09% 54
2025
Q4 		$296K Hold
2,765
– – 0.09% 50
2025
Q3 		$294K Sell
2,765
-7,295
-73% -$763K 0.1% 53
2025
Q2 		$1.05M Sell
10,060
-23,260
-70% -$2.42M 0.36% 38
2025
Q1 		$3.51M Sell
33,320
-710
-2% -$75.5K 1.25% 23
2024
Q4 		$3.63M Sell
34,030
-3,255
-9% -$350K 1.24% 23
2024
Q3 		$4.05M Hold
37,285
– – 1.07% 25
2024
Q2 		$3.97M Sell
37,285
-1,610
-4% -$171K 1.13% 24
2024
Q1 		$4.19M Buy
38,895
+185
+0.5% +$20K 1.18% 24
2023
Q4 		$4.2M Buy
38,710
+2,735
+8% +$286K 1.28% 23
2023
Q3 		$3.69M Buy
35,975
+7,005
+24% +$739K 1.24% 23
2023
Q2 		$3.09M Buy
28,970
+1,250
+5% +$134K 1.01% 26
2023
Q1 		$2.99M Buy
27,720
+50
+0.2% +$5.34K 0.96% 28
2022
Q4 		$2.92M Sell
27,670
-9,590
-26% -$999K 1% 26
2022
Q3 		$3.82M Buy
37,260
+11,350
+44% +$1.21M 1.45% 22
2022
Q2 		$2.76M Buy
+25,910
New +$2.76M 1.01% 28

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

Whitegate Investment Counselors's MUB Position: Q1 2026 in Review

Whitegate Investment Counselors held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 2,765 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #54.

Whitegate Investment Counselors first reported a position in MUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.2M in Q4 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Whitegate Investment Counselors held 2,765 shares of iShares National Muni Bond ETF worth $294K as of Q1 2026.
  • Whitegate Investment Counselors left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.09% of Whitegate Investment Counselors's portfolio in Q1 2026, its #54 holding.
  • Whitegate Investment Counselors first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Whitegate Investment Counselors's iShares National Muni Bond ETF position peaked at $4.2M in Q4 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.