Focus Partners Wealth
MUB icon

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

Focus Partners Wealth’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 		$97.7M Sell
907,867
-145,932
-14% -$15.6M 0.1% 202
2026
Q1 		$112M Sell
1,053,799
-145,004
-12% -$15.6M 0.12% 169
2025
Q4 		$128M Buy
1,198,803
+159,091
+15% +$17M 0.15% 142
2025
Q3 		$111M Buy
1,039,712
+138,719
+15% +$14.5M 0.18% 106
2025
Q2 		$94.1M Buy
900,993
+104,047
+13% +$10.8M 0.2% 107
2025
Q1 		$84M Buy
796,946
+70,751
+10% +$7.52M 0.21% 104
2024
Q4 		$77.4M Buy
726,195
+356,368
+96% +$38.3M 0.2% 107
2024
Q3 		$40.2M Sell
369,827
-315,703
-46% -$34M 0.13% 173
2024
Q2 		$73M Buy
685,530
+335,773
+96% +$35.8M 0.25% 95
2024
Q1 		$37.6M Sell
349,757
-27,313
-7% -$2.95M 0.31% 79
2023
Q4 		$40.9M Buy
+377,070
New +$39.4M 0.54% 40

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

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

Focus Partners Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, selling an estimated $15.6M and leaving 907,867 shares worth $97.7M. The position accounts for 0.1% of the portfolio, ranked #202.

Focus Partners Wealth first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $128M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Focus Partners Wealth held 907,867 shares of iShares National Muni Bond ETF worth $97.7M as of Q2 2026.
  • Focus Partners Wealth sold 145,932 iShares National Muni Bond ETF shares in Q2 2026, an estimated $15.6M.
  • iShares National Muni Bond ETF made up 0.1% of Focus Partners Wealth's portfolio in Q2 2026, its #202 holding.
  • Focus Partners Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares National Muni Bond ETF position peaked at $128M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.