Beacon Bridge Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Beacon Bridge Wealth 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 Q1	$12.5M	Buy	117,514 +1,419	+1%	+$153K	4.18%	5
2025 Q4	$12.4M	Sell	116,095 -2,206	-2%	-$236K	4.13%	5
2025 Q3	$12.6M	Buy	118,301 +2,701	+2%	+$283K	4.48%	5
2025 Q2	$12.1M	Buy	115,600 +18,158	+19%	+$1.89M	4.79%	5
2025 Q1	$10.3M	Buy	97,442 +10,266	+12%	+$1.09M	4.38%	5
2024 Q4	$9.29M	Buy	87,176 +13,124	+18%	+$1.41M	3.94%	6
2024 Q3	$8.04M	Buy	74,052 +15,239	+26%	+$1.64M	3.46%	8
2024 Q2	$6.27M	Buy	58,813 +14,606	+33%	+$1.56M	2.88%	10
2024 Q1	$4.76M	Buy	44,207 +36,020	+440%	+$3.89M	2.25%	12
2023 Q4	$888K	Buy	8,187 +4,500	+122%	+$470K	0.44%	47
2023 Q3	$378K	Hold	3,687	–	–	0.2%	57
2023 Q2	$394K	Sell	3,687 -460	-11%	-$49.2K	0.2%	47
2023 Q1	$447K	Sell	4,147 -1,921	-32%	-$205K	0.27%	43
2022 Q4	$640K	Buy	+6,068	New	+$632K	0.47%	30

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Bridge Wealth Partners's MUB Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 1.2% in Q1 2026, buying an estimated $153K and bringing the position to 117,514 shares worth $12.5M. The position accounts for 4.18% of the portfolio, ranked #5.

Beacon Bridge Wealth Partners first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.6M in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Beacon Bridge Wealth Partners held 117,514 shares of iShares National Muni Bond ETF worth $12.5M as of Q1 2026.
Beacon Bridge Wealth Partners bought 1,419 iShares National Muni Bond ETF shares in Q1 2026, an estimated $153K.
iShares National Muni Bond ETF made up 4.18% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #5 holding.
Beacon Bridge Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's iShares National Muni Bond ETF position peaked at $12.6M in Q3 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.