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 Q2	$2.78M	Buy	25,844 +11,948	+86%	+$1.28M	0.18%	62
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 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

Blue Chip Partners's MUB Position: Q2 2026 in Review

Blue Chip Partners increased its iShares National Muni Bond ETF (MUB) stake by 86% in Q2 2026, buying an estimated $1.28M and bringing the position to 25,844 shares worth $2.78M. The position accounts for 0.18% of the portfolio, ranked #62.

Blue Chip Partners first reported a position in MUB in Q4 2016 and has held it in 39 quarters since. The position peaked at $28.7M in Q4 2024. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Blue Chip Partners held 25,844 shares of iShares National Muni Bond ETF worth $2.78M as of Q2 2026.
Blue Chip Partners bought 11,948 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.28M.
iShares National Muni Bond ETF made up 0.18% of Blue Chip Partners's portfolio in Q2 2026, its #62 holding.
Blue Chip Partners first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 39 quarters since.
Blue Chip Partners's iShares National Muni Bond ETF position peaked at $28.7M in Q4 2024.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.