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Insight Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Insight Wealth 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 		$2.79M Sell
25,935
-7,644
-23% -$817K 0.37% 27
2026
Q1 		$3.56M Buy
33,579
+564
+2% +$60.6K 0.5% 18
2025
Q4 		$3.54M Buy
33,015
+1,435
+5% +$154K 0.48% 17
2025
Q3 		$3.36M Buy
31,580
+5,093
+19% +$533K 1.02% 17
2025
Q2 		$2.77M Buy
26,487
+333
+1% +$34.6K 1.07% 17
2025
Q1 		$2.76M Sell
26,154
-202
-0.8% -$21.5K 0.46% 20
2024
Q4 		$2.81M Buy
26,356
+2,161
+9% +$232K 0.38% 20
2024
Q3 		$2.63M Buy
24,195
+503
+2% +$54.2K 0.52% 21
2024
Q2 		$2.52M Sell
23,692
-2,433
-9% -$259K 0.44% 17
2024
Q1 		$2.81M Buy
26,125
+5,176
+25% +$559K 0.48% 15
2023
Q4 		$2.27M Buy
20,949
+242
+1% +$25.3K 0.39% 19
2023
Q3 		$2.12M Sell
20,707
-312
-1% -$32.9K 0.41% 18
2023
Q2 		$2.24M Sell
21,019
-2,478
-11% -$265K 0.52% 17
2023
Q1 		$2.53M Buy
23,497
+151
+0.6% +$16.1K 0.57% 15
2022
Q4 		$2.46M Buy
23,346
+2,809
+14% +$293K 1.84% 15
2022
Q3 		$2.11M Buy
20,537
+3,343
+19% +$355K 1.99% 15
2022
Q2 		$1.83M Sell
17,194
-1,609
-9% -$172K 1.37% 15
2022
Q1 		$2.06M Sell
18,803
-44,568
-70% -$5.03M 1.15% 16
2021
Q4 		$7.37M Buy
63,371
+2,062
+3% +$239K 1.38% 12
2021
Q3 		$7.12M Buy
61,309
+1,533
+3% +$180K 3.82% 10
2021
Q2 		$7.01M Sell
59,776
-2,514
-4% -$294K 3.73% 9
2021
Q1 		$7.23M Buy
62,290
+18,554
+42% +$2.16M 3.56% 8
2020
Q4 		$5.13M Buy
43,736
+8,029
+22% +$933K 3.14% 8
2020
Q3 		$4.14M Buy
+35,707
New +$4.15M 3.95% 6

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

Insight Wealth Partners's MUB Position: Q2 2026 in Review

Insight Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 23% in Q2 2026, selling an estimated $817K and leaving 25,935 shares worth $2.79M. The position accounts for 0.37% of the portfolio, ranked #27.

Insight Wealth Partners first reported a position in MUB in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.37M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Insight Wealth Partners held 25,935 shares of iShares National Muni Bond ETF worth $2.79M as of Q2 2026.
  • Insight Wealth Partners sold 7,644 iShares National Muni Bond ETF shares in Q2 2026, an estimated $817K.
  • iShares National Muni Bond ETF made up 0.37% of Insight Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Insight Wealth Partners first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Insight Wealth Partners's iShares National Muni Bond ETF position peaked at $7.37M in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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