FourThought Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

FourThought Financial 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	$4.21M	Buy	39,090 +3,905	+11%	+$418K	0.32%	82
2026 Q1	$3.73M	Buy	35,185 +6,171	+21%	+$664K	0.32%	80
2025 Q4	$3.11M	Buy	29,014 +175	+0.6%	+$18.7K	0.26%	85
2025 Q3	$3.07M	Sell	28,839 -5,542	-16%	-$580K	0.27%	88
2025 Q2	$3.59M	Buy	34,381 +2	+0%	+$208	0.35%	76
2025 Q1	$3.62M	Buy	34,379 +3,296	+11%	+$351K	0.38%	78
2024 Q4	$3.31M	Buy	+31,083	New	+$3.34M	0.34%	72

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FourThought Financial Partners's MUB Position: Q2 2026 in Review

FourThought Financial Partners increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $418K and bringing the position to 39,090 shares worth $4.21M. The position accounts for 0.32% of the portfolio, ranked #82.

FourThought Financial Partners first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

FourThought Financial Partners held 39,090 shares of iShares National Muni Bond ETF worth $4.21M as of Q2 2026.
FourThought Financial Partners bought 3,905 iShares National Muni Bond ETF shares in Q2 2026, an estimated $418K.
iShares National Muni Bond ETF made up 0.32% of FourThought Financial Partners's portfolio in Q2 2026, its #82 holding.
FourThought Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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