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

Obermeyer Wealth 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 		$651K Buy
6,131
+96
+2% +$10.3K 0.03% 144
2025
Q4 		$646K Buy
6,035
+853
+16% +$91.3K 0.03% 147
2025
Q3 		$552K Buy
5,182
+158
+3% +$16.5K 0.03% 154
2025
Q2 		$525K Buy
5,024
+2,651
+112% +$276K 0.03% 156
2025
Q1 		$250K Buy
+2,373
New +$252K 0.01% 221

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

Obermeyer Wealth Partners's MUB Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q1 2026, buying an estimated $10.3K and bringing the position to 6,131 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #144.

Obermeyer Wealth Partners first reported a position in MUB in Q1 2025 and has held it in 5 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Obermeyer Wealth Partners held 6,131 shares of iShares National Muni Bond ETF worth $651K as of Q1 2026.
  • Obermeyer Wealth Partners bought 96 iShares National Muni Bond ETF shares in Q1 2026, an estimated $10.3K.
  • iShares National Muni Bond ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #144 holding.
  • Obermeyer Wealth Partners first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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