IRP
MUB icon

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

Investment Research 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 		$4.21M Buy
39,159
+3,787
+11% +$405K 1.43% 13
2026
Q1 		$3.75M Buy
35,372
+4,846
+16% +$521K 1.53% 13
2025
Q4 		$3.27M Buy
30,526
+2,902
+11% +$311K 1.4% 14
2025
Q3 		$2.97M Buy
+27,624
New +$2.89M 1.33% 13

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Investment Research Partners increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $405K and bringing the position to 39,159 shares worth $4.21M. The position accounts for 1.43% of the portfolio, ranked #13.

Investment Research Partners first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Investment Research Partners held 39,159 shares of iShares National Muni Bond ETF worth $4.21M as of Q2 2026.
  • Investment Research Partners bought 3,787 iShares National Muni Bond ETF shares in Q2 2026, an estimated $405K.
  • iShares National Muni Bond ETF made up 1.43% of Investment Research Partners's portfolio in Q2 2026, its #13 holding.
  • Investment Research Partners first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.