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

ORG 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	$442K	Buy	4,104 +96	+2%	+$10.3K	0.07%	155
2026 Q1	$425K	Sell	4,008 -47	-1%	-$5.05K	0.08%	146
2025 Q4	$434K	Buy	4,055 +19	+0.5%	+$2.03K	0.1%	134
2025 Q3	$430K	Sell	4,036 -1,660	-29%	-$174K	0.09%	140
2025 Q2	$594K	Sell	5,696 -6,792	-54%	-$706K	0.14%	99
2025 Q1	$1.32M	Sell	12,488 -7	-0.1%	-$744	0.4%	44
2024 Q4	$1.33M	Buy	12,495 +1,911	+18%	+$205K	0.41%	20
2024 Q3	$1.15M	Buy	+10,584	New	+$1.14M	0.38%	25

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

ORG Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 2.4% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,104 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #155.

ORG Wealth Partners first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

ORG Wealth Partners held 4,104 shares of iShares National Muni Bond ETF worth $442K as of Q2 2026.
ORG Wealth Partners bought 96 iShares National Muni Bond ETF shares in Q2 2026, an estimated $10.3K.
iShares National Muni Bond ETF made up 0.07% of ORG Wealth Partners's portfolio in Q2 2026, its #155 holding.
ORG Wealth Partners first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares National Muni Bond ETF position peaked at $1.33M in Q4 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.