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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.75B -$25.5M -226,091 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.35B +$229M +2,026,477 +20%
Creative Planning
3
Creative Planning
Kansas
$941M -$114M -1,013,729 -11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$936M +$572M +5,069,415 +146%
Betterment LLC
5
Betterment LLC
New York
$839M -$317M -2,806,744 -27%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$732M -$34.1M -301,844 -4%
Morgan Stanley
7
Morgan Stanley
New York
$597M +$95.3M +844,332 +18%
Wells Fargo
8
Wells Fargo
California
$571M +$79.4M +703,901 +16%
Fisher Asset Management
9
Fisher Asset Management
Washington
$562M +$34.9M +308,911 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$463M +$36.7M +324,905 +8%
SEI Investments
11
SEI Investments
Pennsylvania
$425M -$239M -2,113,427 -35%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$394M -$23.2M -205,638 -5%
UBS Group
13
UBS Group
Switzerland
$360M -$13.5M -119,276 -4%
JP Morgan Chase
14
JP Morgan Chase
New York
$355M -$152M -1,349,583 -29%
LPL Financial
15
LPL Financial
California
$304M +$88.5M +784,035 +39%
TF
16
TIAA FSB
Florida
$286M -$39.6M -351,165 -12%
US Bancorp
17
US Bancorp
Minnesota
$278M -$19.1M -169,382 -6%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$219M +$38.6M +342,236 +21%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$203M +$21.3M +188,891 +11%
AssetMark Inc
20
AssetMark Inc
California
$192M +$1.47M +12,985 +0.7%
Financial Engines Advisors
21
Financial Engines Advisors
California
$191M -$991K -8,781 -0.5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$165M +$45M +398,735 +36%
Osaic Holdings
23
Osaic Holdings
Arizona
$154M +$4.06M +35,988 +2%
Goldman Sachs
24
Goldman Sachs
New York
$136M -$706K -6,252 -0.5%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$124M -$6.68M -59,222 -5%