Partners Capital Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Partners Capital Investment Group’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	$4.09M	Buy	37,977 +6,854	+22%	+$733K	0.14%	61
2026 Q1	$3.3M	Buy	31,123 +164	+0.5%	+$17.6K	0.12%	73
2025 Q4	$3.32M	Buy	30,959 +327	+1%	+$35K	0.12%	81
2025 Q3	$3.26M	Buy	30,632 +1,410	+5%	+$148K	0.13%	82
2025 Q2	$3.05M	Sell	29,222 -62,412	-68%	-$6.49M	0.12%	84
2025 Q1	$9.66M	Buy	+91,634	New	+$9.75M	0.16%	72

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

Partners Capital Investment Group's MUB Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares National Muni Bond ETF (MUB) stake by 22% in Q2 2026, buying an estimated $733K and bringing the position to 37,977 shares worth $4.09M. The position accounts for 0.14% of the portfolio, ranked #61.

Partners Capital Investment Group first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.66M in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Partners Capital Investment Group held 37,977 shares of iShares National Muni Bond ETF worth $4.09M as of Q2 2026.
Partners Capital Investment Group bought 6,854 iShares National Muni Bond ETF shares in Q2 2026, an estimated $733K.
iShares National Muni Bond ETF made up 0.14% of Partners Capital Investment Group's portfolio in Q2 2026, its #61 holding.
Partners Capital Investment Group first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Partners Capital Investment Group's iShares National Muni Bond ETF position peaked at $9.66M in Q1 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.