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

McDonald 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	$116K	Buy	+1,077	New	+$115K	0.03%	261
2022 Q3	–	Sell	-2,690	Closed	-$286K	–	264
2022 Q2	$286K	Hold	2,690	–	–	0.07%	240
2022 Q1	$295K	Buy	2,690 +2,632	+4,538%	+$297K	0.06%	255
2021 Q4	$6.74K	Sell	58 -2,632	-98%	-$306K	0.01%	222
2021 Q3	$312K	Hold	2,690	–	–	0.07%	244
2021 Q2	$315K	Hold	2,690	–	–	0.07%	244
2021 Q1	$312K	Hold	2,690	–	–	0.08%	236
2020 Q4	$315K	Buy	+2,690	New	+$312K	0.09%	220

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

McDonald Partners's MUB Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 1,077 shares worth $116K. The stake represents 0.03% of the portfolio and ranks #261 among its holdings. This is a return to the name: McDonald Partners previously reported a position in MUB as recently as Q2 2022.

McDonald Partners first reported a position in MUB in Q4 2020 and has held it in 8 quarters since. The position peaked at $315K in Q2 2021. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

McDonald Partners held 1,077 shares of iShares National Muni Bond ETF worth $116K as of Q2 2026.
iShares National Muni Bond ETF was a new McDonald Partners position in Q2 2026.
iShares National Muni Bond ETF made up 0.03% of McDonald Partners's portfolio in Q2 2026, its #261 holding.
McDonald Partners first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 8 quarters since.
McDonald Partners's iShares National Muni Bond ETF position peaked at $315K in Q2 2021.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.