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

BSW 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 		$9.96M Sell
92,559
-2,077
-2% -$222K 1.11% 21
2026
Q1 		$10M Sell
94,636
-4,718
-5% -$507K 1.23% 19
2025
Q4 		$10.6M Buy
99,354
+30,239
+44% +$3.24M 1.28% 17
2025
Q3 		$7.36M Sell
69,115
-5,753
-8% -$602K 0.92% 21
2025
Q2 		$7.82M Buy
74,868
+49,392
+194% +$5.14M 1.07% 20
2025
Q1 		$2.69M Sell
25,476
-11,072
-30% -$1.18M 0.41% 39
2024
Q4 		$3.89M Buy
36,548
+31,761
+663% +$3.41M 0.57% 35
2024
Q3 		$520K Buy
4,787
+1,666
+53% +$180K 0.08% 146
2024
Q2 		$333K Sell
3,121
-94
-3% -$10K 0.05% 190
2024
Q1 		$346K Sell
3,215
-142
-4% -$15.3K 0.06% 195
2023
Q4 		$364K Sell
3,357
-8,604
-72% -$899K 0.07% 168
2023
Q3 		$1.23M Sell
11,961
-5,408
-31% -$570K 0.27% 47
2023
Q2 		$1.85M Sell
17,369
-7,327
-30% -$783K 0.39% 38
2023
Q1 		$2.66M Sell
24,696
-1,201
-5% -$128K 0.55% 30
2022
Q4 		$2.73M Buy
+25,897
New +$2.7M 0.59% 30
2020
Q3 		– Sell
-28,102
Closed -$3.24M – 160
2020
Q2 		$3.24M Buy
28,102
+7,798
+38% +$885K 1.09% 21
2020
Q1 		$2.29M Buy
20,304
+13,454
+196% +$1.54M 0.95% 24
2019
Q4 		$780K Buy
6,850
+2,262
+49% +$258K 0.27% 42
2019
Q3 		$524K Sell
4,588
-544
-11% -$62.1K 0.2% 48
2019
Q2 		$580K Sell
5,132
-53
-1% -$5.93K 0.22% 47
2019
Q1 		$576K Sell
5,185
-3,683
-42% -$404K 0.23% 44
2018
Q4 		$967K Buy
8,868
+3,608
+69% +$388K 0.37% 34
2018
Q3 		$568K Sell
5,260
-2,744
-34% -$298K 0.22% 43
2018
Q2 		$873K Buy
8,004
+2,378
+42% +$258K 0.38% 31
2018
Q1 		$613K Buy
5,626
+575
+11% +$62.7K 0.27% 37
2017
Q4 		$559K Buy
+5,051
New +$559K 0.23% 41

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

BSW Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 2.2% in Q2 2026, selling an estimated $222K and leaving 92,559 shares worth $9.96M. The position accounts for 1.11% of the portfolio, ranked #21.

BSW Wealth Partners first reported a position in MUB in Q4 2017 and has held it in 26 quarters since. The position peaked at $10.6M in Q4 2025. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • BSW Wealth Partners held 92,559 shares of iShares National Muni Bond ETF worth $9.96M as of Q2 2026.
  • BSW Wealth Partners sold 2,077 iShares National Muni Bond ETF shares in Q2 2026, an estimated $222K.
  • iShares National Muni Bond ETF made up 1.11% of BSW Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • BSW Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • BSW Wealth Partners's iShares National Muni Bond ETF position peaked at $10.6M in Q4 2025.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.