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Global Retirement Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Global Retirement 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 		$8.91M Buy
+82,801
New +$8.86M 0.14% 148
2025
Q4 		$7.91M Buy
73,811
+27,757
+60% +$2.97M 0.14% 137
2025
Q3 		$4.9M Buy
46,054
+808
+2% +$84.6K 0.11% 170
2025
Q2 		$4.73M Buy
+45,246
New +$4.7M 0.12% 165
2024
Q4 		$3.92M Sell
36,748
-7,846
-18% -$843K 0.11% 182
2024
Q3 		$4.84M Buy
44,594
+1,084
+2% +$117K 0.15% 140
2024
Q2 		$4.64M Buy
43,510
+13,307
+44% +$1.42M 0.15% 146
2024
Q1 		$3.25M Sell
30,203
-170
-0.6% -$18.3K 0.12% 171
2023
Q4 		$3.29M Buy
30,373
+7,467
+33% +$780K 0.14% 152
2023
Q3 		$2.33M Buy
22,906
+243
+1% +$25.6K 0.12% 166
2023
Q2 		$2.42M Sell
22,663
-580
-2% -$62K 0.12% 163
2023
Q1 		$2.5M Buy
23,243
+3,829
+20% +$409K 0.13% 155
2022
Q4 		$2.05M Sell
19,414
-14,742
-43% -$1.54M 0.14% 153
2022
Q3 		$3.47M Buy
34,156
+1,305
+4% +$139K 0.26% 88
2022
Q2 		$3.49M Sell
32,851
-2
-0% -$213 0.28% 84
2022
Q1 		$3.5M Buy
32,853
+8,238
+33% +$930K 0.28% 86
2021
Q4 		$2.86M Buy
24,615
+593
+2% +$68.9K 2.22% 11
2021
Q3 		$2.79M Buy
24,022
+497
+2% +$58.3K 0.28% 69
2021
Q2 		$2.76M Buy
23,525
+261
+1% +$30.5K 0.28% 68
2021
Q1 		$2.7M Buy
23,264
+1,515
+7% +$177K 0.32% 62
2020
Q4 		$2.55M Buy
21,749
+690
+3% +$80.2K 0.32% 62
2020
Q3 		$2.44M Sell
21,059
-85
-0.4% -$9.88K 0.36% 61
2020
Q2 		$2.44M Sell
21,144
-2,272
-10% -$258K 0.39% 54
2020
Q1 		$2.65M Buy
23,416
+1,013
+5% +$116K 0.5% 42
2019
Q4 		$2.55M Sell
22,403
-262
-1% -$29.8K 0.39% 55
2019
Q3 		$2.59M Buy
22,665
+759
+3% +$86.6K 0.43% 47
2019
Q2 		$2.48M Buy
21,906
+846
+4% +$94.7K 0.47% 41
2019
Q1 		$2.34M Buy
21,060
+383
+2% +$42K 0.57% 38
2018
Q4 		$2.25M Sell
20,677
-1,691
-8% -$182K 0.58% 40
2018
Q3 		$2.41M Sell
22,368
-165
-0.7% -$17.9K 0.55% 36
2018
Q2 		$2.46M Buy
22,533
+508
+2% +$55.1K 0.62% 33
2018
Q1 		$2.4M Buy
22,025
+3,283
+18% +$358K 0.66% 27
2017
Q4 		$2.08M Buy
18,742
+894
+5% +$98.9K 0.57% 28
2017
Q3 		$1.98M Buy
17,848
+1,742
+11% +$193K 0.82% 19
2017
Q2 		$1.77M Buy
16,106
+2,368
+17% +$260K 0.83% 16
2017
Q1 		$1.5M Buy
13,738
+1,147
+9% +$124K 0.84% 12
2016
Q4 		$1.36M Buy
+12,591
New +$1.38M 0.92% 15

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

Global Retirement Partners's MUB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 82,801 shares worth $8.91M. The stake represents 0.14% of the portfolio and ranks #148 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MUB as recently as Q4 2025.

Global Retirement Partners first reported a position in MUB in Q4 2016 and has held it in 37 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Global Retirement Partners held 82,801 shares of iShares National Muni Bond ETF worth $8.91M as of Q2 2026.
  • iShares National Muni Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.14% of Global Retirement Partners's portfolio in Q2 2026, its #148 holding.
  • Global Retirement Partners first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 37 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.