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Impact Capital Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Impact Capital 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 		$365K Buy
3,387
+131
+4% +$14K 0.1% 183
2026
Q1 		$346K Buy
3,256
+119
+4% +$12.8K 0.1% 194
2025
Q4 		$336K Buy
3,137
+1,074
+52% +$115K 0.1% 198
2025
Q3 		$220K Buy
2,063
+139
+7% +$14.5K 0.07% 252
2025
Q2 		$201K Buy
+1,924
New +$200K 0.07% 260

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Impact Capital Partners's MUB Position: Q2 2026 in Review

Impact Capital Partners increased its iShares National Muni Bond ETF (MUB) stake by 4% in Q2 2026, buying an estimated $14K and bringing the position to 3,387 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #183.

Impact Capital Partners first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Impact Capital Partners held 3,387 shares of iShares National Muni Bond ETF worth $365K as of Q2 2026.
  • Impact Capital Partners bought 131 iShares National Muni Bond ETF shares in Q2 2026, an estimated $14K.
  • iShares National Muni Bond ETF made up 0.1% of Impact Capital Partners's portfolio in Q2 2026, its #183 holding.
  • Impact Capital Partners first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.