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Catalyst Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Catalyst Financial 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 		$9.5M Buy
88,234
+3,608
+4% +$386K 0.94% 19
2026
Q1 		$8.98M Buy
84,626
+3,948
+5% +$424K 1.06% 19
2025
Q4 		$8.64M Buy
80,678
+6,762
+9% +$724K 0.96% 18
2025
Q3 		$7.87M Sell
73,916
-17,937
-20% -$1.88M 0.95% 17
2025
Q2 		$9.6M Sell
91,853
-12,510
-12% -$1.3M 1.05% 14
2025
Q1 		$11M Buy
104,363
+8,342
+9% +$887K 2.03% 11
2024
Q4 		$10.2M Buy
96,021
+3,068
+3% +$330K 1.92% 11
2024
Q3 		$10.1M Buy
92,953
+6,253
+7% +$674K 1.98% 11
2024
Q2 		$9.24M Buy
86,700
+182
+0.2% +$19.4K 2.03% 11
2024
Q1 		$9.2M Buy
86,518
+14,010
+19% +$1.51M 2.37% 10
2023
Q4 		$7.86M Buy
72,508
+11,559
+19% +$1.21M 2.22% 10
2023
Q3 		$6.25M Buy
60,949
+9,974
+20% +$1.05M 2.02% 12
2023
Q2 		$5.44M Buy
50,975
+7,735
+18% +$827K 1.94% 13
2023
Q1 		$4.66M Sell
43,240
-271
-0.6% -$29K 1.99% 13
2022
Q4 		$4.59M Buy
+43,511
New +$4.53M 2.36% 10

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Catalyst Financial Partners's MUB Position: Q2 2026 in Review

Catalyst Financial Partners increased its iShares National Muni Bond ETF (MUB) stake by 4.3% in Q2 2026, buying an estimated $386K and bringing the position to 88,234 shares worth $9.5M. The position accounts for 0.94% of the portfolio, ranked #19.

Catalyst Financial Partners first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q1 2025. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Catalyst Financial Partners held 88,234 shares of iShares National Muni Bond ETF worth $9.5M as of Q2 2026.
  • Catalyst Financial Partners bought 3,608 iShares National Muni Bond ETF shares in Q2 2026, an estimated $386K.
  • iShares National Muni Bond ETF made up 0.94% of Catalyst Financial Partners's portfolio in Q2 2026, its #19 holding.
  • Catalyst Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's iShares National Muni Bond ETF position peaked at $11M in Q1 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.