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

Cyndeo 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	$1.44M	Buy	13,338 +3,005	+29%	+$321K	0.07%	223
2026 Q1	$1.1M	Buy	10,333 +533	+5%	+$57.3K	0.06%	228
2025 Q4	$1.05M	Hold	9,800	–	–	0.06%	231
2025 Q3	$1.04M	Sell	9,800 -276	-3%	-$28.9K	0.06%	228
2025 Q2	$1.05M	Buy	+10,076	New	+$1.05M	0.06%	223
2025 Q1	–	Sell	-2,264	Closed	-$241K	–	470
2024 Q4	$241K	Sell	2,264 -3,619	-62%	-$389K	0.02%	404
2024 Q3	$639K	Buy	5,883 +493	+9%	+$53.1K	0.04%	264
2024 Q2	$574K	Buy	5,390 +1,424	+36%	+$152K	0.05%	262
2024 Q1	$427K	Buy	3,966 +371	+10%	+$40K	0.04%	277
2023 Q4	$390K	Buy	+3,595	New	+$376K	0.04%	276

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

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

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

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

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

Cyndeo Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 29% in Q2 2026, buying an estimated $321K and bringing the position to 13,338 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #223.

Cyndeo Wealth Partners first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 419 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Cyndeo Wealth Partners held 13,338 shares of iShares National Muni Bond ETF worth $1.44M as of Q2 2026.
Cyndeo Wealth Partners bought 3,005 iShares National Muni Bond ETF shares in Q2 2026, an estimated $321K.
iShares National Muni Bond ETF made up 0.07% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #223 holding.
Cyndeo Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
419 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.