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

Chicago Partners Investment Group’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	$3.55M	Buy	33,743 +3,737	+12%	+$400K	0.07%	242
2026 Q1	$3.22M	Sell	30,006 -3,959	-12%	-$426K	0.07%	235
2025 Q4	$3.65M	Sell	33,965 -4,144	-11%	-$444K	0.09%	192
2025 Q3	$4.1M	Buy	38,109 +124	+0.3%	+$13K	0.11%	177
2025 Q2	$3.93M	Sell	37,985 -1,186	-3%	-$123K	0.11%	172
2025 Q1	$4.09M	Sell	39,171 -837	-2%	-$89K	0.14%	146
2024 Q4	$4.24M	Buy	40,008 +6,392	+19%	+$687K	0.14%	135
2024 Q3	$3.58M	Sell	33,616 -10,858	-24%	-$1.17M	0.13%	140
2024 Q2	$4.78M	Buy	44,474 +2,693	+6%	+$287K	0.18%	114
2024 Q1	$4.45M	Sell	41,781 -2,288	-5%	-$247K	0.19%	117
2023 Q4	$4.74M	Sell	44,069 -2,745	-6%	-$287K	0.22%	101
2023 Q3	$4.74M	Buy	46,814 +1,585	+4%	+$167K	0.26%	90
2023 Q2	$4.79M	Buy	45,229 +6,319	+16%	+$675K	0.25%	93
2023 Q1	$4.18M	Buy	38,910 +8,094	+26%	+$865K	0.24%	97
2022 Q4	$3.31M	Buy	30,816 +27,976	+985%	+$2.92M	0.2%	111
2022 Q3	$289K	Sell	2,840 -1,927	-40%	-$205K	0.02%	442
2022 Q2	$518K	Buy	4,767 +657	+16%	+$70.1K	0.04%	328
2022 Q1	$430K	Sell	4,110 -2,107	-34%	-$238K	0.03%	349
2021 Q4	$698K	Sell	6,217 -181	-3%	-$21K	0.05%	284
2021 Q3	$743K	Buy	6,398 +451	+8%	+$52.9K	0.05%	274
2021 Q2	$701K	Buy	5,947 +1,294	+28%	+$151K	0.05%	268
2021 Q1	$545K	Buy	4,653 +2,003	+76%	+$234K	0.05%	293
2020 Q4	$310K	Sell	2,650 -345	-12%	-$40.1K	0.03%	362
2020 Q3	$345K	Sell	2,995 -5,219	-64%	-$606K	0.04%	290
2020 Q2	$958K	Buy	8,214 +452	+6%	+$51.3K	0.12%	136
2020 Q1	$881K	Sell	7,762 -1,871	-19%	-$214K	0.14%	124
2019 Q4	$1.11M	Buy	+9,633	New	+$1.1M	0.14%	118
2017 Q1	–	Sell	-462	Closed	-$50K	–	576
2016 Q4	$50K	Buy	+462	New	+$50.6K	0.02%	302

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Chicago Partners Investment Group's MUB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, buying an estimated $400K and bringing the position to 33,743 shares worth $3.55M. The position accounts for 0.07% of the portfolio, ranked #242.

Chicago Partners Investment Group first reported a position in MUB in Q4 2016 and has held it in 28 quarters since. The position peaked at $4.79M in Q2 2023. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Chicago Partners Investment Group held 33,743 shares of iShares National Muni Bond ETF worth $3.55M as of Q2 2026.
Chicago Partners Investment Group bought 3,737 iShares National Muni Bond ETF shares in Q2 2026, an estimated $400K.
iShares National Muni Bond ETF made up 0.07% of Chicago Partners Investment Group's portfolio in Q2 2026, its #242 holding.
Chicago Partners Investment Group first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 28 quarters since.
Chicago Partners Investment Group's iShares National Muni Bond ETF position peaked at $4.79M in Q2 2023.
855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.