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

LGL 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 		$274K Buy
2,545
+6
+0.2% +$642 0.1% 49
2026
Q1 		$270K Buy
2,539
+4
+0.2% +$430 0.11% 55
2025
Q4 		$272K Sell
2,535
-79
-3% -$8.46K 0.12% 46
2025
Q3 		$278K Buy
2,614
+570
+28% +$59.7K 0.12% 45
2025
Q2 		$213K Sell
2,044
-642
-24% -$66.7K 0.09% 52
2025
Q1 		$283K Sell
2,686
-25,754
-91% -$2.74M 0.14% 44
2024
Q4 		$3.03M Buy
28,440
+1,312
+5% +$141K 0.44% 24
2024
Q3 		$2.95M Buy
27,128
+516
+2% +$55.6K 0.41% 24
2024
Q2 		$2.84M Sell
26,612
-3,851
-13% -$410K 0.41% 25
2024
Q1 		$3.28M Sell
30,463
-369
-1% -$39.8K 0.55% 21
2023
Q4 		$3.34M Buy
30,832
+14,151
+85% +$1.48M 0.46% 24
2023
Q3 		$1.71M Buy
16,681
+9,206
+123% +$971K 0.3% 28
2023
Q2 		$798K Buy
7,475
+44
+0.6% +$4.7K 0.14% 46
2023
Q1 		$801K Buy
7,431
+22
+0.3% +$2.35K 0.14% 40
2022
Q4 		$782K Buy
7,409
+40
+0.5% +$4.17K 0.14% 39
2022
Q3 		$756K Buy
7,369
+27
+0.4% +$2.87K 0.16% 38
2022
Q2 		$781K Buy
7,342
+487
+7% +$52K 0.13% 39
2022
Q1 		$752K Sell
6,855
-87
-1% -$9.82K 0.1% 42
2021
Q4 		$807K Buy
6,942
+136
+2% +$15.8K 0.1% 46
2021
Q3 		$791K Sell
6,806
-8,132
-54% -$953K 0.48% 32
2021
Q2 		$1.75M Sell
14,938
-10,801
-42% -$1.26M 1.05% 18
2021
Q1 		$2.99M Sell
25,739
-8,438
-25% -$984K 1.71% 11
2020
Q4 		$4.01M Sell
34,177
-13,769
-29% -$1.6M 2.32% 8
2020
Q3 		$5.56M Buy
47,946
+219
+0.5% +$25.4K 3.36% 7
2020
Q2 		$5.51M Sell
47,727
-4,129
-8% -$469K 3.42% 6
2020
Q1 		$5.86M Sell
51,856
-10,925
-17% -$1.25M 3.85% 7
2019
Q4 		$7.15M Buy
62,781
+6,264
+11% +$714K 2.35% 9
2019
Q3 		$6.45M Sell
56,517
-1,752
-3% -$200K 2.68% 10
2019
Q2 		$6.59M Sell
58,269
-6,440
-10% -$721K 2.61% 10
2019
Q1 		$7.2M Sell
64,709
-1,712
-3% -$188K 2.73% 9
2018
Q4 		$7.24M Buy
66,421
+1,489
+2% +$160K 3.95% 6
2018
Q3 		$7.01M Buy
64,932
+1,295
+2% +$141K 3.33% 8
2018
Q2 		$6.94M Buy
63,637
+11,380
+22% +$1.23M 3.27% 8
2018
Q1 		$5.69M Buy
52,257
+5,779
+12% +$630K 2.72% 11
2017
Q4 		$5.15M Buy
46,478
+13,937
+43% +$1.54M 2.3% 13
2017
Q3 		$3.61M Sell
32,541
-27
-0.1% -$3K 2.32% 11
2017
Q2 		$3.59M Buy
32,568
+4,360
+15% +$479K 1.92% 12
2017
Q1 		$3.07M Buy
28,208
+4,506
+19% +$489K 1.55% 16
2016
Q4 		$2.56M Sell
23,702
-17,441
-42% -$1.91M 1.41% 17
2016
Q3 		$4.63M Buy
41,143
+6,293
+18% +$713K 2.42% 10
2016
Q2 		$4.01M Sell
34,850
-14
-0% -$1.58K 2.18% 10
2016
Q1 		$3.89M Buy
34,864
+1,798
+5% +$200K 2% 12
2015
Q4 		$3.66M Buy
+33,066
New +$3.63M 1.99% 13

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

LGL Partners's MUB Position: Q2 2026 in Review

LGL Partners increased its iShares National Muni Bond ETF (MUB) stake by 0.24% in Q2 2026, buying an estimated $642 and bringing the position to 2,545 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #49.

LGL Partners first reported a position in MUB in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.24M in Q4 2018. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • LGL Partners held 2,545 shares of iShares National Muni Bond ETF worth $274K as of Q2 2026.
  • LGL Partners bought 6 iShares National Muni Bond ETF shares in Q2 2026, an estimated $642.
  • iShares National Muni Bond ETF made up 0.1% of LGL Partners's portfolio in Q2 2026, its #49 holding.
  • LGL Partners first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • LGL Partners's iShares National Muni Bond ETF position peaked at $7.24M in Q4 2018.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.