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

ORG 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
2025 Q4	$3.78M	Buy	35,277 +37	+0.1%	+$3.96K	0.67%	30
2025 Q3	$3.75M	Buy	35,240 +9,953	+39%	+$1.04M	0.68%	29
2025 Q2	$2.65M	Sell	25,287 -51	-0.2%	-$5.3K	0.57%	34
2025 Q1	$2.67M	Sell	25,338 -13,085	-34%	-$1.39M	0.66%	29
2024 Q4	$4.09M	Buy	38,423 +53	+0.1%	+$5.69K	0.56%	42
2024 Q3	$4.17M	Sell	38,370 -14,291	-27%	-$1.54M	0.67%	33
2024 Q2	$5.59M	Buy	+52,661	New	+$5.61M	0.7%	33
2024 Q1	–	Sell	-31,082	Closed	-$3.37M	–	882
2023 Q4	$3.37M	Buy	31,082 +24,597	+379%	+$2.57M	0.56%	40
2023 Q3	$665K	Sell	6,485 -85,373	-93%	-$9M	0.2%	117
2023 Q2	$9.79M	Buy	91,858 +1,756	+2%	+$188K	1.59%	9
2023 Q1	$9.7M	Buy	+90,102	New	+$9.63M	2.37%	8

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ORG Partners's MUB Position: Q4 2025 in Review

ORG Partners increased its iShares National Muni Bond ETF (MUB) stake by 0.1% in Q4 2025, buying an estimated $3.96K and bringing the position to 35,277 shares worth $3.78M. The position accounts for 0.67% of the portfolio, ranked #30.

ORG Partners first reported a position in MUB in Q1 2023 and has held it in 11 quarters since. The position peaked at $9.79M in Q2 2023. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

ORG Partners held 35,277 shares of iShares National Muni Bond ETF worth $3.78M as of Q4 2025.
ORG Partners bought 37 iShares National Muni Bond ETF shares in Q4 2025, an estimated $3.96K.
iShares National Muni Bond ETF made up 0.67% of ORG Partners's portfolio in Q4 2025, its #30 holding.
ORG Partners first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares National Muni Bond ETF position peaked at $9.79M in Q2 2023.
1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.