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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
Q2 		$41.8K Buy
+388
New +$41.5K ﹤0.01% 390
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 $1.55T 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

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

Concord Wealth Partners opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 388 shares worth $41.8K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MUB as recently as Q4 2025.

Concord Wealth Partners first reported a position in MUB in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.4M in Q4 2020. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Concord Wealth Partners held 388 shares of iShares National Muni Bond ETF worth $41.8K as of Q2 2026.
  • iShares National Muni Bond ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares National Muni Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #390 holding.
  • Concord Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's iShares National Muni Bond ETF position peaked at $12.4M in Q4 2020.
  • 1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.