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Fort Point Capital Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Fort Point Capital 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 		$33.2M Sell
308,130
-18,807
-6% -$2.01M 2.3% 9
2026
Q1 		$34.7M Buy
326,937
+81,895
+33% +$8.81M 4.21% 6
2025
Q4 		$26.4M Buy
245,042
+1,108
+0.5% +$119K 2.96% 7
2025
Q3 		$26M Buy
243,934
+44,635
+22% +$4.67M 3.06% 7
2025
Q2 		$20.8M Sell
199,299
-75,672
-28% -$7.87M 1.5% 14
2025
Q1 		$29M Buy
274,971
+15,472
+6% +$1.65M 3.2% 6
2024
Q4 		$27.6M Buy
259,499
+50,899
+24% +$5.47M 3.01% 5
2024
Q3 		$22.7M Buy
208,600
+4,208
+2% +$453K 2.79% 7
2024
Q2 		$21.8M Buy
204,392
+58,527
+40% +$6.23M 2.76% 7
2024
Q1 		$15.7M Buy
145,865
+24,464
+20% +$2.64M 2.09% 10
2023
Q4 		$13.2M Sell
121,401
-15,277
-11% -$1.6M 1.87% 14
2023
Q3 		$14M Sell
136,678
-26,608
-16% -$2.81M 2.13% 11
2023
Q2 		$17.4M Buy
163,286
+28,079
+21% +$3M 2.46% 10
2023
Q1 		$14.6M Buy
135,207
+10,686
+9% +$1.14M 2.21% 10
2022
Q4 		$13.1M Buy
124,521
+8,924
+8% +$930K 2.05% 11
2022
Q3 		$11.9M Sell
115,597
-11,918
-9% -$1.27M 1.98% 12
2022
Q2 		$13.6M Buy
127,515
+87,856
+222% +$9.38M 2.21% 10
2022
Q1 		$4.35M Buy
39,659
+34,945
+741% +$3.94M 0.61% 44
2021
Q4 		$548K Sell
4,714
-9,947
-68% -$1.15M 0.07% 151
2021
Q3 		$1.7M Sell
14,661
-12,317
-46% -$1.44M 0.26% 60
2021
Q2 		$3.16M Sell
26,978
-4,661
-15% -$545K 0.58% 41
2021
Q1 		$3.67M Sell
31,639
-28,386
-47% -$3.31M 0.79% 36
2020
Q4 		$7.04M Buy
+60,025
New +$6.97M 1.61% 15
2017
Q3 		– Sell
-5,887
Closed -$648K – 145
2017
Q2 		$648K Sell
5,887
-2,259
-28% -$248K 0.36% 45
2017
Q1 		$887K Sell
8,146
-1,963
-19% -$213K 0.46% 39
2016
Q4 		$1.1M Sell
10,109
-3,731
-27% -$409K 0.6% 33
2016
Q3 		$1.56M Buy
13,840
+22
+0.2% +$2.49K 0.71% 33
2016
Q2 		$1.57M Buy
13,818
+2,533
+22% +$285K 0.76% 29
2016
Q1 		$1.26M Buy
11,285
+1,550
+16% +$172K 0.64% 37
2015
Q4 		$1.08M Hold
9,735
– – 0.55% 41
2015
Q3 		$1.07M Hold
9,735
– – 0.65% 31
2015
Q2 		$1.05M Buy
+9,735
New +$1.06M 0.66% 29

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

Fort Point Capital Partners's MUB Position: Q2 2026 in Review

Fort Point Capital Partners reduced its iShares National Muni Bond ETF (MUB) stake by 5.8% in Q2 2026, selling an estimated $2.01M and leaving 308,130 shares worth $33.2M. The position accounts for 2.3% of the portfolio, ranked #9.

Fort Point Capital Partners first reported a position in MUB in Q2 2015 and has held it in 32 quarters since. The position peaked at $34.7M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Fort Point Capital Partners held 308,130 shares of iShares National Muni Bond ETF worth $33.2M as of Q2 2026.
  • Fort Point Capital Partners sold 18,807 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.01M.
  • iShares National Muni Bond ETF made up 2.3% of Fort Point Capital Partners's portfolio in Q2 2026, its #9 holding.
  • Fort Point Capital Partners first reported a position in iShares National Muni Bond ETF in Q2 2015 and has held it in 32 quarters since.
  • Fort Point Capital Partners's iShares National Muni Bond ETF position peaked at $34.7M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.