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Blue Chip Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Blue Chip 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 		$1.48M Buy
13,896
+9,136
+192% +$982K 0.11% 71
2025
Q4 		$510K Buy
4,760
+50
+1% +$5.35K 0.04% 116
2025
Q3 		$502K Buy
4,710
+38
+0.8% +$3.98K 0.04% 106
2025
Q2 		$488K Sell
4,672
-255,120
-98% -$26.5M 0.04% 108
2025
Q1 		$27.4M Sell
259,792
-9,510
-4% -$1.01M 2.36% 16
2024
Q4 		$28.7M Buy
269,302
+29,508
+12% +$3.17M 2.47% 14
2024
Q3 		$26M Buy
239,794
+1,846
+0.8% +$199K 2.26% 14
2024
Q2 		$25.4M Buy
237,948
+2,904
+1% +$309K 2.34% 15
2024
Q1 		$25.3M Sell
235,044
-1,478
-0.6% -$159K 2.46% 12
2023
Q4 		$25.6M Buy
236,522
+232,793
+6,243% +$24.3M 2.67% 10
2023
Q3 		$382K Sell
3,729
-20,494
-85% -$2.16M 0.05% 97
2023
Q2 		$2.59M Buy
24,223
+108
+0.4% +$11.5K 0.29% 50
2023
Q1 		$2.6M Sell
24,115
-3,159
-12% -$338K 0.31% 51
2022
Q4 		$2.88M Buy
27,274
+22,895
+523% +$2.39M 0.36% 51
2022
Q3 		$449K Sell
4,379
-950
-18% -$101K 0.06% 86
2022
Q2 		$567K Sell
5,329
-19,239
-78% -$2.05M 0.07% 85
2022
Q1 		$2.69M Sell
24,568
-1,252
-5% -$141K 0.33% 52
2021
Q4 		$3M Buy
25,820
+2,476
+11% +$287K 0.38% 46
2021
Q3 		$2.71M Buy
23,344
+99
+0.4% +$11.6K 0.38% 42
2021
Q2 		$2.72M Buy
23,245
+93
+0.4% +$10.9K 0.39% 41
2021
Q1 		$2.69M Sell
23,152
-98
-0.4% -$11.4K 0.41% 42
2020
Q4 		$2.73M Buy
23,250
+1,031
+5% +$120K 0.43% 41
2020
Q3 		$2.58M Buy
22,219
+3
+0% +$349 0.46% 40
2020
Q2 		$2.56M Sell
22,216
-115
-0.5% -$13.1K 0.5% 38
2020
Q1 		$2.52M Buy
22,331
+3,199
+17% +$365K 0.63% 36
2019
Q4 		$2.18M Buy
19,132
+577
+3% +$65.7K 0.41% 52
2019
Q3 		$2.12M Sell
18,555
-26
-0.1% -$2.97K 0.45% 52
2019
Q2 		$2.1M Sell
18,581
-545
-3% -$61K 0.47% 52
2019
Q1 		$2.13M Buy
19,126
+1,761
+10% +$193K 0.5% 50
2018
Q4 		$1.89M Sell
17,365
-9,515
-35% -$1.02M 0.48% 54
2018
Q3 		$2.9M Sell
26,880
-1,844
-6% -$200K 0.71% 41
2018
Q2 		$3.13M Buy
28,724
+1,143
+4% +$124K 0.83% 40
2018
Q1 		$3M Buy
27,581
+1,754
+7% +$191K 0.83% 43
2017
Q4 		$2.86M Buy
25,827
+893
+4% +$98.8K 0.85% 43
2017
Q3 		$2.76M Buy
24,934
+1,868
+8% +$207K 0.89% 41
2017
Q2 		$2.54M Buy
23,066
+2,876
+14% +$316K 0.89% 42
2017
Q1 		$2.2M Sell
20,190
-3,562
-15% -$386K 0.83% 44
2016
Q4 		$2.57M Buy
+23,752
New +$2.6M 1.01% 37

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

Blue Chip Partners's MUB Position: Q1 2026 in Review

Blue Chip Partners increased its iShares National Muni Bond ETF (MUB) stake by 192% in Q1 2026, buying an estimated $982K and bringing the position to 13,896 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #71.

Blue Chip Partners first reported a position in MUB in Q4 2016 and has held it in 38 quarters since. The position peaked at $28.7M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Blue Chip Partners held 13,896 shares of iShares National Muni Bond ETF worth $1.48M as of Q1 2026.
  • Blue Chip Partners bought 9,136 iShares National Muni Bond ETF shares in Q1 2026, an estimated $982K.
  • iShares National Muni Bond ETF made up 0.11% of Blue Chip Partners's portfolio in Q1 2026, its #71 holding.
  • Blue Chip Partners first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Blue Chip Partners's iShares National Muni Bond ETF position peaked at $28.7M in Q4 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.