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

Narus 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
Q1 		$2.85M Buy
26,852
+1,131
+4% +$122K 0.75% 19
2025
Q4 		$2.76M Sell
25,721
-653
-2% -$69.9K 0.76% 18
2025
Q3 		$2.81M Buy
26,374
+3,057
+13% +$320K 0.77% 20
2025
Q2 		$2.44M Buy
23,317
+2,794
+14% +$290K 0.76% 24
2025
Q1 		$2.16M Sell
20,523
-1,308
-6% -$139K 0.74% 27
2024
Q4 		$2.33M Buy
21,831
+5,415
+33% +$582K 0.79% 26
2024
Q3 		$1.78M Buy
16,416
+2,220
+16% +$239K 0.64% 31
2024
Q2 		$1.51M Buy
14,196
+5,755
+68% +$613K 0.61% 37
2024
Q1 		$908K Sell
8,441
-165
-2% -$17.8K 0.39% 55
2023
Q4 		$933K Sell
8,606
-1,644
-16% -$172K 0.45% 49
2023
Q3 		$1.05M Hold
10,250
– – 0.54% 34
2023
Q2 		$1.09M Hold
10,250
– – 0.57% 34
2023
Q1 		$1.1M Buy
10,250
+300
+3% +$32.1K 0.6% 30
2022
Q4 		$1.05M Sell
9,950
-11,559
-54% -$1.2M 0.61% 30
2022
Q3 		$2.21M Sell
21,509
-12,474
-37% -$1.33M 1.4% 12
2022
Q2 		$3.61M Sell
33,983
-6,685
-16% -$713K 2.3% 3
2022
Q1 		$4.46M Buy
+40,668
New +$4.59M 2.49% 2
2021
Q1 		$4.03M Buy
+34,761
New +$4.05M 2.4% 2
2019
Q4 		$3.94M Sell
34,582
-200
-0.6% -$22.8K 2.76% 2
2019
Q3 		$3.97M Sell
34,782
-764
-2% -$87.2K 2.91% 2
2019
Q2 		$4.02M Buy
+35,546
New +$3.98M 3.11% 2
2017
Q3 		$2.28M Buy
20,574
+2,511
+14% +$279K 2.01% 2
2017
Q2 		$1.99M Buy
18,063
+787
+5% +$86.5K 1.85% 3
2017
Q1 		$1.88M Buy
17,276
+4,392
+34% +$476K 1.82% 3
2016
Q4 		$1.39M Buy
+12,884
New +$1.41M 1.47% 4

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

Narus Financial Partners's MUB Position: Q1 2026 in Review

Narus Financial Partners increased its iShares National Muni Bond ETF (MUB) stake by 4.4% in Q1 2026, buying an estimated $122K and bringing the position to 26,852 shares worth $2.85M. The position accounts for 0.75% of the portfolio, ranked #19.

Narus Financial Partners first reported a position in MUB in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.46M in Q1 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Narus Financial Partners held 26,852 shares of iShares National Muni Bond ETF worth $2.85M as of Q1 2026.
  • Narus Financial Partners bought 1,131 iShares National Muni Bond ETF shares in Q1 2026, an estimated $122K.
  • iShares National Muni Bond ETF made up 0.75% of Narus Financial Partners's portfolio in Q1 2026, its #19 holding.
  • Narus Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • Narus Financial Partners's iShares National Muni Bond ETF position peaked at $4.46M in Q1 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.