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

Edgestream 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	$7.67M	Buy	71,305 +26,609	+60%	+$2.85M	0.23%	124
2026 Q1	$4.74M	Sell	44,696 -7,002	-14%	-$753K	0.16%	241
2025 Q4	$5.54M	Sell	51,698 -9,456	-15%	-$1.01M	0.16%	212
2025 Q3	$6.51M	Buy	61,154 +27,002	+79%	+$2.83M	0.19%	174
2025 Q2	$3.57M	Sell	34,152 -2,529	-7%	-$263K	0.1%	388
2025 Q1	$3.87M	Sell	36,681 -8,542	-19%	-$908K	0.13%	304
2024 Q4	$4.82M	Sell	45,223 -30,059	-40%	-$3.23M	0.21%	166
2024 Q3	$8.18M	Buy	75,282 +27,513	+58%	+$2.96M	0.36%	24
2024 Q2	$5.09M	Buy	47,769 +42,149	+750%	+$4.49M	0.25%	117
2024 Q1	$605K	Buy	+5,620	New	+$606K	0.03%	606
2023 Q2	–	Sell	-79,985	Closed	-$8.62M	–	846
2023 Q1	$8.62M	Buy	+79,985	New	+$8.55M	0.95%	7

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Edgestream Partners's MUB Position: Q2 2026 in Review

Edgestream Partners increased its iShares National Muni Bond ETF (MUB) stake by 60% in Q2 2026, buying an estimated $2.85M and bringing the position to 71,305 shares worth $7.67M. The position accounts for 0.23% of the portfolio, ranked #124.

Edgestream Partners first reported a position in MUB in Q1 2023 and has held it in 11 quarters since. The position peaked at $8.62M in Q1 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Edgestream Partners held 71,305 shares of iShares National Muni Bond ETF worth $7.67M as of Q2 2026.
Edgestream Partners bought 26,609 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.85M.
iShares National Muni Bond ETF made up 0.23% of Edgestream Partners's portfolio in Q2 2026, its #124 holding.
Edgestream Partners first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 11 quarters since.
Edgestream Partners's iShares National Muni Bond ETF position peaked at $8.62M in Q1 2023.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.