Cyndeo Wealth Partners
MUB icon

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
Q3 		$2.19M Buy
21,642
+8,304
+62% +$872K 0.1% 186
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cyndeo Wealth Partners's MUB Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 62% in Q3 2026, buying an estimated $872K and bringing the position to 21,642 shares worth $2.19M. The position accounts for 0.1% of the portfolio, ranked #186.

Cyndeo Wealth Partners first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Cyndeo Wealth Partners held 21,642 shares of iShares National Muni Bond ETF worth $2.19M as of Q3 2026.
  • Cyndeo Wealth Partners bought 8,304 iShares National Muni Bond ETF shares in Q3 2026, an estimated $872K.
  • iShares National Muni Bond ETF made up 0.1% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #186 holding.
  • Cyndeo Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,359 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.