Impact Capital Partners
MUB icon

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
Q3 		$350K Buy
3,465
+78
+2% +$8.19K 0.1% 189
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Impact Capital Partners's MUB Position: Q3 2026 in Review

Impact Capital Partners increased its iShares National Muni Bond ETF (MUB) stake by 2.3% in Q3 2026, buying an estimated $8.19K and bringing the position to 3,465 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #189.

Impact Capital Partners first reported a position in MUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $365K in Q2 2026. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Impact Capital Partners held 3,465 shares of iShares National Muni Bond ETF worth $350K as of Q3 2026.
  • Impact Capital Partners bought 78 iShares National Muni Bond ETF shares in Q3 2026, an estimated $8.19K.
  • iShares National Muni Bond ETF made up 0.1% of Impact Capital Partners's portfolio in Q3 2026, its #189 holding.
  • Impact Capital Partners first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Impact Capital Partners's iShares National Muni Bond ETF position peaked at $365K in Q2 2026.
  • 1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.