NP
MUB icon

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

NorthRock 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 		$538K Sell
4,995
-179
-3% -$19.1K 0.01% 423
2026
Q1 		$549K Buy
5,174
+526
+11% +$56.6K 0.01% 398
2025
Q4 		$498K Buy
4,648
+1,699
+58% +$182K 0.01% 365
2025
Q3 		$314K Buy
+2,949
New +$309K 0.01% 680
2025
Q2 		– Sell
-2,024
Closed -$213K – 842
2025
Q1 		$213K Buy
2,024
+1,548
+325% +$165K 0.01% 549
2024
Q4 		$50.7K Sell
476
-241
-34% -$25.9K ﹤0.01% 655
2024
Q3 		$77.9K Buy
717
+285
+66% +$30.7K ﹤0.01% 672
2024
Q2 		$46K Sell
432
-261
-38% -$27.8K ﹤0.01% 674
2024
Q1 		$74.6K Sell
693
-284
-29% -$30.6K ﹤0.01% 643
2023
Q4 		$106K Buy
+977
New +$102K ﹤0.01% 586

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

NorthRock Partners's MUB Position: Q2 2026 in Review

NorthRock Partners reduced its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q2 2026, selling an estimated $19.1K and leaving 4,995 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #423.

NorthRock Partners first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $549K in Q1 2026. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • NorthRock Partners held 4,995 shares of iShares National Muni Bond ETF worth $538K as of Q2 2026.
  • NorthRock Partners sold 179 iShares National Muni Bond ETF shares in Q2 2026, an estimated $19.1K.
  • iShares National Muni Bond ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #423 holding.
  • NorthRock Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • NorthRock Partners's iShares National Muni Bond ETF position peaked at $549K in Q1 2026.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.