One Advisory Partners
MUB icon

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

One Advisory 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
Q3 		$3.87M Sell
38,263
-1,162
-3% -$122K 1.04% 20
2026
Q2 		$4.24M Sell
39,425
-11,949
-23% -$1.28M 1.15% 24
2026
Q1 		$5.45M Sell
51,374
-646
-1% -$69.5K 1.68% 22
2025
Q4 		$5.57M Buy
52,020
+4,232
+9% +$453K 1.68% 19
2025
Q3 		$5.11M Buy
47,788
+3,411
+8% +$357K 1.57% 21
2025
Q2 		$4.59M Buy
44,377
+14,184
+47% +$1.47M 1.53% 22
2025
Q1 		$3.18M Sell
30,193
-9,780
-24% -$1.04M 1.36% 21
2024
Q4 		$4.26M Buy
39,973
+470
+1% +$50.5K 1.89% 15
2024
Q3 		$4.29M Buy
39,503
+1,013
+3% +$109K 1.88% 14
2024
Q2 		$4.1M Buy
38,490
+3,275
+9% +$349K 1.89% 14
2024
Q1 		$3.79M Buy
35,215
+5,091
+17% +$549K 1.86% 15
2023
Q4 		$3.27M Sell
30,124
-51,464
-63% -$5.38M 1.72% 15
2023
Q3 		$8.37M Buy
81,588
+34,026
+72% +$3.59M 4.89% 6
2023
Q2 		$5.08M Sell
47,562
-1,898
-4% -$203K 2.86% 11
2023
Q1 		$5.33M Buy
49,460
+2,843
+6% +$304K 3.13% 11
2022
Q4 		$4.92M Buy
46,617
+16,395
+54% +$1.71M 3.14% 8
2022
Q3 		$3.1M Sell
30,222
-24,051
-44% -$2.56M 2.14% 12
2022
Q2 		$5.77M Sell
54,273
-11,399
-17% -$1.22M 3.82% 7
2022
Q1 		$7.2M Sell
65,672
-6,120
-9% -$691K 4.19% 7
2021
Q4 		$8.35M Buy
71,792
+4,722
+7% +$548K 4.75% 7
2021
Q3 		$7.79M Sell
67,070
-8,091
-11% -$948K 4.84% 7
2021
Q2 		$8.81M Buy
75,161
+4,189
+6% +$490K 5.41% 8
2021
Q1 		$8.24M Sell
70,972
-1,542
-2% -$180K 5.41% 8
2020
Q4 		$8.5M Buy
72,514
+9,410
+15% +$1.09M 5.82% 7
2020
Q3 		$7.32M Sell
63,104
-1,548
-2% -$180K 5.55% 6
2020
Q2 		$7.46M Buy
+64,652
New +$7.34M 6.02% 6

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Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

One Advisory Partners's MUB Position: Q3 2026 in Review

One Advisory Partners reduced its iShares National Muni Bond ETF (MUB) stake by 2.9% in Q3 2026, selling an estimated $122K and leaving 38,263 shares worth $3.87M. The position accounts for 1.04% of the portfolio, ranked #20.

One Advisory Partners first reported a position in MUB in Q2 2020 and has held it in 26 quarters since. The position peaked at $8.81M in Q2 2021. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • One Advisory Partners held 38,263 shares of iShares National Muni Bond ETF worth $3.87M as of Q3 2026.
  • One Advisory Partners sold 1,162 iShares National Muni Bond ETF shares in Q3 2026, an estimated $122K.
  • iShares National Muni Bond ETF made up 1.04% of One Advisory Partners's portfolio in Q3 2026, its #20 holding.
  • One Advisory Partners first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 26 quarters since.
  • One Advisory Partners's iShares National Muni Bond ETF position peaked at $8.81M in Q2 2021.
  • 555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.