Blueprint Investment Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Blueprint Investment 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	–	Sell	-62,563	Closed	-$6.7M	–	140
2025 Q4	$6.7M	Buy	62,563 +35,843	+134%	+$3.84M	0.72%	26
2025 Q3	$2.85M	Buy	26,720 +6,234	+30%	+$652K	0.4%	54
2025 Q2	$2.14M	Buy	+20,486	New	+$2.13M	0.38%	60
2024 Q4	–	Sell	-51,863	Closed	-$5.63M	–	208
2024 Q3	$5.63M	Buy	+51,863	New	+$5.59M	1.02%	19

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blueprint Investment Partners's MUB Position: Q1 2026 in Review

Blueprint Investment Partners sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 62,563 shares — an estimated $6.7M sold.

Blueprint Investment Partners first reported a position in MUB in Q3 2024 and held it in 4 quarters. The position peaked at $6.7M in Q4 2025. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Blueprint Investment Partners reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Blueprint Investment Partners sold 62,563 iShares National Muni Bond ETF shares in Q1 2026, an estimated $6.7M.
Blueprint Investment Partners first reported a position in iShares National Muni Bond ETF in Q3 2024 and held it in 4 quarters.
Blueprint Investment Partners's iShares National Muni Bond ETF position peaked at $6.7M in Q4 2025.
1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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