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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
Q2 		$13.8M Buy
128,023
+10,509
+9% +$1.12M 3.93% 5
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Beacon Bridge Wealth Partners's MUB Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 8.9% in Q2 2026, buying an estimated $1.12M and bringing the position to 128,023 shares worth $13.8M. The position accounts for 3.93% of the portfolio, ranked #5.

Beacon Bridge Wealth Partners first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Beacon Bridge Wealth Partners held 128,023 shares of iShares National Muni Bond ETF worth $13.8M as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 10,509 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.12M.
  • iShares National Muni Bond ETF made up 3.93% of Beacon Bridge Wealth Partners's portfolio in Q2 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 15 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.