Alpha Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Alpha Financial Partners’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	$6.11M	Buy	56,778 +984	+2%	+$105K	3.21%	7
2026 Q1	$5.92M	Buy	55,794 +3,351	+6%	+$360K	3.51%	6
2025 Q4	$5.62M	Buy	52,443 +236	+0.5%	+$25.3K	3.43%	5
2025 Q3	$5.56M	Sell	52,207 -3,027	-5%	-$317K	3.62%	4
2025 Q2	$5.77M	Sell	55,234 -2,286	-4%	-$238K	4.16%	4
2025 Q1	$6.06M	Buy	57,520 +4,874	+9%	+$518K	4.87%	4
2024 Q4	$5.61M	Buy	52,646 +44,114	+517%	+$4.74M	4.43%	4
2024 Q3	$927K	Sell	8,532 -38,576	-82%	-$4.16M	0.66%	35
2024 Q2	$5.02M	Buy	47,108 +1,842	+4%	+$196K	4.35%	4
2024 Q1	$4.87M	Buy	45,266 +1,479	+3%	+$160K	4.43%	4
2023 Q4	$4.75M	Buy	43,787 +39,156	+846%	+$4.09M	4.68%	4
2023 Q3	$475K	Buy	+4,631	New	+$488K	0.55%	34

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Alpha Financial Partners's MUB Position: Q2 2026 in Review

Alpha Financial Partners increased its iShares National Muni Bond ETF (MUB) stake by 1.8% in Q2 2026, buying an estimated $105K and bringing the position to 56,778 shares worth $6.11M. The position accounts for 3.21% of the portfolio, ranked #7.

Alpha Financial Partners first reported a position in MUB in Q3 2023 and has held it in 12 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Alpha Financial Partners held 56,778 shares of iShares National Muni Bond ETF worth $6.11M as of Q2 2026.
Alpha Financial Partners bought 984 iShares National Muni Bond ETF shares in Q2 2026, an estimated $105K.
iShares National Muni Bond ETF made up 3.21% of Alpha Financial Partners's portfolio in Q2 2026, its #7 holding.
Alpha Financial Partners first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.