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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fort Point Capital Partners's MUB Position: Q1 2026 in Review

Fort Point Capital Partners increased its iShares National Muni Bond ETF (MUB) stake by 33% in Q1 2026, buying an estimated $8.81M and bringing the position to 326,937 shares worth $34.7M. The position accounts for 4.21% of the portfolio, ranked #6.

Fort Point Capital Partners first reported a position in MUB in Q2 2015 and has held it in 31 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Fort Point Capital Partners held 326,937 shares of iShares National Muni Bond ETF worth $34.7M as of Q1 2026.
Fort Point Capital Partners bought 81,895 iShares National Muni Bond ETF shares in Q1 2026, an estimated $8.81M.
iShares National Muni Bond ETF made up 4.21% of Fort Point Capital Partners's portfolio in Q1 2026, its #6 holding.
Fort Point Capital Partners first reported a position in iShares National Muni Bond ETF in Q2 2015 and has held it in 31 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.