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

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
Q1 		$2.41M Buy
22,707
+183
+0.8% +$19.7K 0.86% 31
2025
Q4 		$2.41M Sell
22,524
-6,201
-22% -$664K 0.84% 31
2025
Q3 		$3.06M Buy
28,725
+3,890
+16% +$407K 1.08% 25
2025
Q2 		$2.59M Buy
24,835
+448
+2% +$46.6K 0.98% 29
2025
Q1 		$2.57M Sell
24,387
-1,425
-6% -$152K 1.07% 25
2024
Q4 		$2.75M Sell
25,812
-5,082
-16% -$546K 1.13% 26
2024
Q3 		$3.36M Sell
30,894
-2,629
-8% -$283K 1.4% 23
2024
Q2 		$3.57M Buy
33,523
+1,683
+5% +$179K 1.6% 18
2024
Q1 		$3.43M Sell
31,840
-15
-0% -$1.62K 1.55% 17
2023
Q4 		$3.45M Buy
31,855
+792
+3% +$82.8K 1.7% 15
2023
Q3 		$3.19M Hold
31,063
– – 1.68% 15
2023
Q2 		$3.32M Sell
31,063
-1,619
-5% -$173K 1.73% 16
2023
Q1 		$3.52M Sell
32,682
-2,470
-7% -$264K 1.85% 15
2022
Q4 		$3.71M Buy
35,152
+27,169
+340% +$2.83M 1.96% 10
2022
Q3 		$819K Sell
7,983
-1,475
-16% -$157K 0.24% 97
2022
Q2 		$1.01M Buy
9,458
+753
+9% +$80.4K 0.49% 56
2022
Q1 		$954K Buy
8,705
+1,277
+17% +$144K 0.4% 64
2021
Q4 		$864K Sell
7,428
-198
-3% -$23K 0.35% 67
2021
Q3 		$886K Hold
7,626
– – 0.4% 56
2021
Q2 		$894K Hold
7,626
– – 0.41% 59
2021
Q1 		$885K Buy
7,626
+49
+0.6% +$5.71K 0.43% 54
2020
Q4 		$888K Hold
7,577
– – 0.47% 51
2020
Q3 		$878K Buy
7,577
+875
+13% +$102K 0.52% 48
2020
Q2 		$773K Buy
6,702
+3,178
+90% +$361K 0.45% 58
2020
Q1 		$398K Hold
3,524
– – 0.29% 76
2019
Q4 		$401K Hold
3,524
– – 0.27% 82
2019
Q3 		$402K Buy
3,524
+985
+39% +$112K 0.29% 78
2019
Q2 		$287K Buy
2,539
+147
+6% +$16.5K 0.21% 104
2019
Q1 		$266K Buy
+2,392
New +$262K 0.19% 113
2015
Q2 		– Sell
-603
Closed -$66K – 117
2015
Q1 		$66K Buy
+603
New +$66.7K 0.07% 112

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Partners's MUB Position: Q1 2026 in Review

Investment Partners increased its iShares National Muni Bond ETF (MUB) stake by 0.81% in Q1 2026, buying an estimated $19.7K and bringing the position to 22,707 shares worth $2.41M. The position accounts for 0.86% of the portfolio, ranked #31.

Investment Partners first reported a position in MUB in Q1 2015 and has held it in 30 quarters since. The position peaked at $3.71M in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Investment Partners held 22,707 shares of iShares National Muni Bond ETF worth $2.41M as of Q1 2026.
  • Investment Partners bought 183 iShares National Muni Bond ETF shares in Q1 2026, an estimated $19.7K.
  • iShares National Muni Bond ETF made up 0.86% of Investment Partners's portfolio in Q1 2026, its #31 holding.
  • Investment Partners first reported a position in iShares National Muni Bond ETF in Q1 2015 and has held it in 30 quarters since.
  • Investment Partners's iShares National Muni Bond ETF position peaked at $3.71M in Q4 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.