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

Leeward Financial 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 		$4.37M Sell
40,562
-405
-1% -$43.3K 1.15% 32
2026
Q1 		$4.35M Buy
40,967
+142
+0.3% +$15.3K 1.29% 28
2025
Q4 		$4.37M Buy
40,825
+307
+0.8% +$32.9K 1.23% 27
2025
Q3 		$4.31M Buy
40,518
+5,845
+17% +$612K 1.23% 26
2025
Q2 		$3.62M Buy
34,673
+3,112
+10% +$324K 1.15% 28
2025
Q1 		$3.33M Buy
31,561
+896
+3% +$95.3K 1.24% 29
2024
Q4 		$3.27M Buy
30,665
+1,063
+4% +$114K 1.17% 30
2024
Q3 		$3.22M Buy
29,602
+535
+2% +$57.7K 1.21% 27
2024
Q2 		$3.1M Buy
29,067
+956
+3% +$102K 1.26% 27
2024
Q1 		$3.02M Buy
28,111
+2,806
+11% +$303K 1.28% 28
2023
Q4 		$2.74M Buy
25,305
+2,440
+11% +$255K 1.32% 25
2023
Q3 		$2.34M Buy
22,865
+1,827
+9% +$193K 1.3% 29
2023
Q2 		$2.25M Buy
21,038
+8,853
+73% +$946K 1.29% 33
2023
Q1 		$1.31M Sell
12,185
-1,120
-8% -$120K 0.8% 42
2022
Q4 		$1.4M Buy
13,305
+843
+7% +$87.9K 0.97% 39
2022
Q3 		$1.28M Buy
12,462
+1,120
+10% +$119K 0.92% 40
2022
Q2 		$1.21M Sell
11,342
-152
-1% -$16.2K 0.83% 43
2022
Q1 		$1.26M Buy
11,494
+21
+0.2% +$2.37K 0.78% 46
2021
Q4 		$1.33M Buy
+11,473
New +$1.33M 0.83% 45

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

Leeward Financial Partners's MUB Position: Q2 2026 in Review

Leeward Financial Partners reduced its iShares National Muni Bond ETF (MUB) stake by 0.99% in Q2 2026, selling an estimated $43.3K and leaving 40,562 shares worth $4.37M. The position accounts for 1.15% of the portfolio, ranked #32.

Leeward Financial Partners first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.37M in Q4 2025. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Leeward Financial Partners held 40,562 shares of iShares National Muni Bond ETF worth $4.37M as of Q2 2026.
  • Leeward Financial Partners sold 405 iShares National Muni Bond ETF shares in Q2 2026, an estimated $43.3K.
  • iShares National Muni Bond ETF made up 1.15% of Leeward Financial Partners's portfolio in Q2 2026, its #32 holding.
  • Leeward Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Leeward Financial Partners's iShares National Muni Bond ETF position peaked at $4.37M in Q4 2025.
  • 1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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