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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
Q2 		$622K Sell
5,779
-352
-6% -$37.6K 0.03% 158
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 $1.55T 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

Obermeyer Wealth Partners's MUB Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 5.7% in Q2 2026, selling an estimated $37.6K and leaving 5,779 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #158.

Obermeyer Wealth Partners first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $651K in Q1 2026. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Obermeyer Wealth Partners held 5,779 shares of iShares National Muni Bond ETF worth $622K as of Q2 2026.
  • Obermeyer Wealth Partners sold 352 iShares National Muni Bond ETF shares in Q2 2026, an estimated $37.6K.
  • iShares National Muni Bond ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Obermeyer Wealth Partners first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Obermeyer Wealth Partners's iShares National Muni Bond ETF position peaked at $651K in Q1 2026.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.