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Golden State Equity Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Golden State Equity 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 		– Sell
-40,164
Closed -$4.26M – 1211
2026
Q1 		$4.26M Buy
40,164
+38,130
+1,875% +$4.1M 0.32% 65
2025
Q4 		$218K Buy
+2,034
New +$218K 0.04% 464

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 22.9% 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

Golden State Equity Partners's MUB Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 40,164 shares — an estimated $4.26M sold.

Golden State Equity Partners first reported a position in MUB in Q4 2025 and held it in 2 quarters. The position peaked at $4.26M in Q1 2026. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 40,164 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.26M.
  • Golden State Equity Partners first reported a position in iShares National Muni Bond ETF in Q4 2025 and held it in 2 quarters.
  • Golden State Equity Partners's iShares National Muni Bond ETF position peaked at $4.26M in Q1 2026.
  • 1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.