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

Gateway Wealth 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	$2.8M	Sell	26,010 -9,291	-26%	-$994K	0.17%	153
2026 Q1	$3.75M	Buy	35,301 +28,145	+393%	+$3.03M	0.15%	167
2025 Q4	$766K	Buy	7,156 +1,171	+20%	+$125K	0.09%	219
2025 Q3	$637K	Buy	5,985 +1,528	+34%	+$160K	0.09%	216
2025 Q2	$466K	Sell	4,457 -123	-3%	-$12.8K	0.09%	207
2025 Q1	$483K	Buy	4,580 +1,666	+57%	+$177K	0.11%	184
2024 Q4	$310K	Buy	2,914 +58	+2%	+$6.23K	0.08%	225
2024 Q3	$310K	Buy	2,856 +534	+23%	+$57.5K	0.09%	208
2024 Q2	$247K	Sell	2,322 -241	-9%	-$25.7K	0.07%	228
2024 Q1	$276K	Buy	+2,563	New	+$277K	0.1%	182
2023 Q4	–	Sell	-2,983	Closed	-$306K	–	254
2023 Q3	$306K	Buy	+2,983	New	+$315K	0.06%	193

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

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

Gateway Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 26% in Q2 2026, selling an estimated $994K and leaving 26,010 shares worth $2.8M. The position accounts for 0.17% of the portfolio, ranked #153.

Gateway Wealth Partners first reported a position in MUB in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.75M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Gateway Wealth Partners held 26,010 shares of iShares National Muni Bond ETF worth $2.8M as of Q2 2026.
Gateway Wealth Partners sold 9,291 iShares National Muni Bond ETF shares in Q2 2026, an estimated $994K.
iShares National Muni Bond ETF made up 0.17% of Gateway Wealth Partners's portfolio in Q2 2026, its #153 holding.
Gateway Wealth Partners first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's iShares National Muni Bond ETF position peaked at $3.75M in Q1 2026.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.