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Financial Partners Group (Kansas)’s iShares National Muni Bond ETF MUB Stock Holding History

Financial Partners Group (Kansas)’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 		$2.57M Buy
23,866
+3,657
+18% +$391K 0.26% 54
2026
Q1 		$2.15M Buy
20,209
+3,758
+23% +$404K 0.26% 59
2025
Q4 		$1.77M Buy
16,451
+4,184
+34% +$448K 0.21% 67
2025
Q3 		$1.31M Buy
12,267
+1,558
+15% +$163K 0.16% 70
2025
Q2 		$1.12M Sell
10,709
-3,308
-24% -$344K 0.15% 73
2025
Q1 		$1.48M Buy
14,017
+1,261
+10% +$134K 0.23% 54
2024
Q4 		$1.36M Buy
12,756
+132
+1% +$14.2K 0.2% 56
2024
Q3 		$1.37M Buy
12,624
+3,196
+34% +$344K 0.2% 59
2024
Q2 		$1M Buy
9,428
+6,227
+195% +$663K 0.16% 66
2024
Q1 		$344K Buy
3,201
+385
+14% +$41.5K 0.05% 128
2023
Q4 		$305K Buy
+2,816
New +$294K 0.05% 129
2023
Q3 		– Sell
-86,483
Closed -$9.14M – 170
2023
Q2 		$9.14M Buy
86,483
+4,999
+6% +$534K 1.85% 17
2023
Q1 		$8.78M Buy
81,484
+610
+0.8% +$65.2K 1.95% 18
2022
Q4 		$8.68M Buy
80,874
+78,546
+3,374% +$8.19M 1.91% 18
2022
Q3 		$239K Buy
2,328
+54
+2% +$5.74K 0.06% 126
2022
Q2 		$242K Sell
2,274
-3,200
-58% -$341K 0.06% 122
2022
Q1 		$600K Sell
5,474
-3,133
-36% -$354K 0.13% 86
2021
Q4 		$977K Sell
8,607
-2,582
-23% -$300K 0.21% 63
2021
Q3 		$1.3M Sell
11,189
-395
-3% -$46.3K 0.31% 51
2021
Q2 		$1.36M Buy
11,584
+3,443
+42% +$402K 0.35% 46
2021
Q1 		$945K Buy
8,141
+171
+2% +$19.9K 0.27% 54
2020
Q4 		$934K Buy
7,970
+3,826
+92% +$444K 0.28% 50
2020
Q3 		$480K Buy
4,144
+2,347
+131% +$273K 0.16% 57
2020
Q2 		$207K Buy
+1,797
New +$204K 0.08% 93
2020
Q1 		– Sell
-28,977
Closed -$3.35M – 78
2019
Q4 		$3.35M Buy
28,977
+2,784
+11% +$317K 1.3% 21
2019
Q3 		$2.99M Buy
26,193
+9,450
+56% +$1.08M 1.33% 20
2019
Q2 		$1.89M Buy
16,743
+6,742
+67% +$755K 0.89% 26
2019
Q1 		$1.11M Buy
10,001
+962
+11% +$105K 0.6% 35
2018
Q4 		$986K Buy
+9,039
New +$973K 0.64% 32

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

Financial Partners Group (Kansas)'s MUB Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q2 2026, buying an estimated $391K and bringing the position to 23,866 shares worth $2.57M. The position accounts for 0.26% of the portfolio, ranked #54.

Financial Partners Group (Kansas) first reported a position in MUB in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.14M in Q2 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Financial Partners Group (Kansas) held 23,866 shares of iShares National Muni Bond ETF worth $2.57M as of Q2 2026.
  • Financial Partners Group (Kansas) bought 3,657 iShares National Muni Bond ETF shares in Q2 2026, an estimated $391K.
  • iShares National Muni Bond ETF made up 0.26% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #54 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Financial Partners Group (Kansas)'s iShares National Muni Bond ETF position peaked at $9.14M in Q2 2023.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.