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

Partners Wealth Management’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 		– Sell
-1,953
Closed -$209K – 114
2025
Q4 		$209K Hold
1,953
– – 0.22% 102
2025
Q3 		$208K Sell
1,953
-633
-24% -$66.2K 0.21% 115
2025
Q2 		$273K Hold
2,586
– – 0.31% 88
2025
Q1 		$273K Sell
2,586
-96
-4% -$10.2K 0.31% 87
2024
Q4 		$286K Buy
+2,682
New +$288K 0.33% 84

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Partners Wealth Management's MUB Position: Q1 2026 in Review

Partners Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 1,953 shares — an estimated $209K sold.

Partners Wealth Management first reported a position in MUB in Q4 2024 and held it in 5 quarters. The position peaked at $286K in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Partners Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Partners Wealth Management sold 1,953 iShares National Muni Bond ETF shares in Q1 2026, an estimated $209K.
  • Partners Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 5 quarters.
  • Partners Wealth Management's iShares National Muni Bond ETF position peaked at $286K in Q4 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Partners Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.