HUB Investment Partners’s iShares National Muni Bond ETF MUB Stock Holding History

HUB Investment 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	$6.96M	Buy	64,714 +5,847	+10%	+$625K	0.13%	143
2026 Q1	$6.25M	Buy	58,867 +22,004	+60%	+$2.37M	0.15%	126
2025 Q4	$3.95M	Sell	36,863 -11,856	-24%	-$1.27M	0.1%	157
2025 Q3	$5.19M	Buy	48,719 +3,343	+7%	+$350K	0.17%	119
2025 Q2	$4.74M	Buy	45,376 +3,684	+9%	+$383K	0.16%	121
2025 Q1	$4.4M	Sell	41,692 -27	-0.1%	-$2.87K	0.17%	119
2024 Q4	$4.45M	Sell	41,719 -1,814	-4%	-$195K	0.19%	111
2024 Q3	$4.73M	Sell	43,533 -1,512	-3%	-$163K	0.21%	108
2024 Q2	$4.8M	Buy	45,045 +425	+1%	+$45.3K	0.18%	111
2024 Q1	$4.8M	Buy	44,620 +18,108	+68%	+$1.95M	0.26%	102
2023 Q4	$2.87M	Buy	26,512 +323	+1%	+$33.8K	0.2%	117
2023 Q3	$2.69M	Buy	26,189 +1,207	+5%	+$127K	0.41%	64
2023 Q2	$2.67M	Buy	24,982 +90	+0.4%	+$9.62K	0.44%	64
2023 Q1	$2.68M	Buy	+24,892	New	+$2.66M	0.55%	49

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

HUB Investment Partners's MUB Position: Q2 2026 in Review

HUB Investment Partners increased its iShares National Muni Bond ETF (MUB) stake by 9.9% in Q2 2026, buying an estimated $625K and bringing the position to 64,714 shares worth $6.96M. The position accounts for 0.13% of the portfolio, ranked #143.

HUB Investment Partners first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

HUB Investment Partners held 64,714 shares of iShares National Muni Bond ETF worth $6.96M as of Q2 2026.
HUB Investment Partners bought 5,847 iShares National Muni Bond ETF shares in Q2 2026, an estimated $625K.
iShares National Muni Bond ETF made up 0.13% of HUB Investment Partners's portfolio in Q2 2026, its #143 holding.
HUB Investment Partners first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.