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

BlueStem 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	$223K	Sell	2,074 -527	-20%	-$56.4K	0.02%	119
2026 Q1	$276K	Sell	2,601 -1,163	-31%	-$125K	0.03%	106
2025 Q4	$403K	Sell	3,764 -261	-6%	-$27.9K	0.04%	87
2025 Q3	$429K	Sell	4,025 -1,766	-30%	-$185K	0.05%	77
2025 Q2	$605K	Buy	5,791 +1,195	+26%	+$124K	0.07%	60
2025 Q1	$485K	Sell	4,596 -496	-10%	-$52.7K	0.07%	60
2024 Q4	$543K	Buy	+5,092	New	+$547K	0.07%	58

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

BlueStem Wealth Partners's MUB Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 20% in Q2 2026, selling an estimated $56.4K and leaving 2,074 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #119.

BlueStem Wealth Partners first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $605K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

BlueStem Wealth Partners held 2,074 shares of iShares National Muni Bond ETF worth $223K as of Q2 2026.
BlueStem Wealth Partners sold 527 iShares National Muni Bond ETF shares in Q2 2026, an estimated $56.4K.
iShares National Muni Bond ETF made up 0.02% of BlueStem Wealth Partners's portfolio in Q2 2026, its #119 holding.
BlueStem Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's iShares National Muni Bond ETF position peaked at $605K in Q2 2025.
1,642 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.