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

Concord 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
Q1 		– Sell
-763
Closed -$81.7K – 579
2025
Q4 		$81.7K Buy
763
+1
+0.1% +$107 0.01% 276
2025
Q3 		$81.1K Sell
762
-1,215
-61% -$127K 0.01% 279
2025
Q2 		$207K Sell
1,977
-261
-12% -$27.1K 0.03% 198
2025
Q1 		$236K Sell
2,238
-627
-22% -$66.7K 0.04% 181
2024
Q4 		$305K Sell
2,865
-101
-3% -$10.9K 0.05% 170
2024
Q3 		$322K Sell
2,966
-134
-4% -$14.4K 0.05% 166
2024
Q2 		$330K Sell
3,100
-3,308
-52% -$352K 0.06% 160
2024
Q1 		$690K Sell
6,408
-2,828
-31% -$305K 0.12% 119
2023
Q4 		$1M Sell
9,236
-4,968
-35% -$519K 0.2% 93
2023
Q3 		$1.46M Sell
14,204
-4,174
-23% -$440K 0.31% 58
2023
Q2 		$1.96M Buy
18,378
+988
+6% +$106K 0.42% 44
2023
Q1 		$1.87M Sell
17,390
-5,246
-23% -$561K 0.53% 32
2022
Q4 		$2.39M Sell
22,636
-1,587
-7% -$165K 0.72% 29
2022
Q3 		$2.48M Sell
24,223
-452
-2% -$48.1K 0.79% 25
2022
Q2 		$2.62M Sell
24,675
-2,033
-8% -$217K 0.72% 25
2022
Q1 		$2.93M Sell
26,708
-1,366
-5% -$154K 0.76% 25
2021
Q4 		$3.26M Buy
28,074
+10,738
+62% +$1.25M 0.8% 21
2021
Q3 		$2.01M Sell
17,336
-9,489
-35% -$1.11M 0.82% 16
2021
Q2 		$3.14M Sell
26,825
-30,574
-53% -$3.57M 0.9% 15
2021
Q1 		$6.66M Sell
57,399
-48,759
-46% -$5.69M 2.24% 11
2020
Q4 		$12.4M Buy
+106,158
New +$12.3M 9.6% 2

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's MUB Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 763 shares — an estimated $81.7K sold.

Concord Wealth Partners first reported a position in MUB in Q4 2020 and held it in 21 quarters. The position peaked at $12.4M in Q4 2020. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Concord Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 763 iShares National Muni Bond ETF shares in Q1 2026, an estimated $81.7K.
  • Concord Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 21 quarters.
  • Concord Wealth Partners's iShares National Muni Bond ETF position peaked at $12.4M in Q4 2020.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.