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Focus Partners Advisor Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Focus Partners Advisor Solutions’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
Q1 		$7.43M Buy
69,954
+60,495
+640% +$6.5M 0.07% 124
2025
Q4 		$1.01M Sell
9,459
-34,884
-79% -$3.73M 0.01% 493
2025
Q3 		$4.74M Sell
44,343
-4,351
-9% -$455K 0.05% 180
2025
Q2 		$5.09M Sell
48,694
-27,137
-36% -$2.82M 0.07% 143
2025
Q1 		$8M Buy
75,831
+19,672
+35% +$2.09M 0.12% 93
2024
Q4 		$5.98M Buy
56,159
+24,988
+80% +$2.68M 0.1% 104
2024
Q3 		$3.39M Buy
31,171
+27,086
+663% +$2.92M 0.07% 133
2024
Q2 		$435K Buy
4,085
+572
+16% +$60.9K 0.01% 400
2024
Q1 		$378K Sell
3,513
-17,167
-83% -$1.85M 0.01% 413
2023
Q4 		$2.24M Buy
20,680
+476
+2% +$49.7K 0.11% 90
2023
Q3 		$2.07M Sell
20,204
-3,454
-15% -$364K 0.1% 96
2023
Q2 		$2.53M Buy
23,658
+783
+3% +$83.7K 0.14% 69
2023
Q1 		$2.46M Sell
22,875
-28,606
-56% -$3.06M 0.16% 60
2022
Q4 		$5.43M Buy
51,481
+11,862
+30% +$1.24M 0.42% 37
2022
Q3 		$4.06M Sell
39,619
-7,848
-17% -$834K 0.24% 51
2022
Q2 		$5.05M Buy
47,467
+17,561
+59% +$1.87M 0.43% 34
2022
Q1 		$3.28M Buy
+29,906
New +$3.38M 0.33% 46

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Advisor Solutions's MUB Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its iShares National Muni Bond ETF (MUB) stake by 640% in Q1 2026, buying an estimated $6.5M and bringing the position to 69,954 shares worth $7.43M. The position accounts for 0.07% of the portfolio, ranked #124.

Focus Partners Advisor Solutions first reported a position in MUB in Q1 2022 and has held it in 17 quarters since. The position peaked at $8M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Focus Partners Advisor Solutions held 69,954 shares of iShares National Muni Bond ETF worth $7.43M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 60,495 iShares National Muni Bond ETF shares in Q1 2026, an estimated $6.5M.
  • iShares National Muni Bond ETF made up 0.07% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #124 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's iShares National Muni Bond ETF position peaked at $8M in Q1 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.