Parcion Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Parcion Private Wealth’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	$55.8M	Buy	525,436 +17,927	+4%	+$1.93M	3.46%	5
2025 Q4	$54.4M	Buy	507,509 +10,413	+2%	+$1.11M	3.31%	6
2025 Q3	$52.9M	Buy	497,096 +284,069	+133%	+$29.7M	3.3%	7
2025 Q2	$22.3M	Buy	+213,027	New	+$22.1M	1.59%	16
2024 Q2	–	Sell	-4,756	Closed	-$512K	–	203
2024 Q1	$512K	Sell	4,756 -1,895	-28%	-$204K	0.05%	136
2023 Q4	$721K	Sell	6,651 -171,325	-96%	-$17.9M	0.07%	120
2023 Q3	$18.2M	Buy	177,976 +11,709	+7%	+$1.24M	1.89%	16
2023 Q2	$17.7M	Buy	166,267 +8,121	+5%	+$868K	1.79%	17
2023 Q1	$17M	Buy	158,146 +10,335	+7%	+$1.1M	1.78%	17
2022 Q4	$15.6M	Sell	147,811 -103,860	-41%	-$10.8M	1.69%	19
2022 Q3	$25.8M	Buy	251,671 +127,056	+102%	+$13.5M	2.89%	8
2022 Q2	$13.5M	Sell	124,615 -168,428	-57%	-$18M	1.33%	22
2022 Q1	$32.1M	Buy	293,043 +14,302	+5%	+$1.61M	3.01%	8
2021 Q4	$32.1M	Buy	278,741 +140,186	+101%	+$16.3M	2.9%	11
2021 Q3	$16.1M	Sell	138,555 -11,882	-8%	-$1.39M	1.42%	17
2021 Q2	$17.6M	Buy	150,437 +20,868	+16%	+$2.44M	1.77%	15
2021 Q1	$15M	Buy	129,569 +72,899	+129%	+$8.5M	1.7%	17
2020 Q4	$6.64M	Buy	56,670 +27,825	+96%	+$3.23M	0.88%	25
2020 Q3	$3.34M	Buy	28,845 +5,236	+22%	+$608K	0.51%	48
2020 Q2	$2.73M	Buy	23,609 +19,008	+413%	+$2.16M	0.46%	44
2020 Q1	$520K	Buy	4,601 +43	+0.9%	+$4.91K	0.14%	98
2019 Q4	$519K	Buy	+4,558	New	+$519K	0.11%	107

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

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

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

Parcion Private Wealth's MUB Position: Q1 2026 in Review

Parcion Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q1 2026, buying an estimated $1.93M and bringing the position to 525,436 shares worth $55.8M. The position accounts for 3.46% of the portfolio, ranked #5.

Parcion Private Wealth first reported a position in MUB in Q4 2019 and has held it in 22 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Parcion Private Wealth held 525,436 shares of iShares National Muni Bond ETF worth $55.8M as of Q1 2026.
Parcion Private Wealth bought 17,927 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.93M.
iShares National Muni Bond ETF made up 3.46% of Parcion Private Wealth's portfolio in Q1 2026, its #5 holding.
Parcion Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 22 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.