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

&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
Q1 		$12.5M Sell
117,712
-7,602
-6% -$817K 0.06% 281
2025
Q4 		$13.4M Buy
125,314
+6,710
+6% +$718K 0.07% 252
2025
Q3 		$12.6M Sell
118,604
-10,855
-8% -$1.14M 0.08% 228
2025
Q2 		$13.5M Sell
129,459
-8,659
-6% -$900K 0.1% 187
2025
Q1 		$14.5M Buy
138,118
+10,677
+8% +$1.14M 0.15% 133
2024
Q4 		$13.6M Buy
127,441
+29,604
+30% +$3.18M 0.16% 130
2024
Q3 		$10.6M Buy
97,837
+62,459
+177% +$6.73M 0.21% 111
2024
Q2 		$3.77M Buy
35,378
+27,363
+341% +$2.91M 0.17% 136
2024
Q1 		$862K Buy
8,015
+5,248
+190% +$566K 0.12% 172
2023
Q4 		$300K Buy
+2,767
New +$289K 0.07% 208

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's MUB Position: Q1 2026 in Review

&Partners reduced its iShares National Muni Bond ETF (MUB) stake by 6.1% in Q1 2026, selling an estimated $817K and leaving 117,712 shares worth $12.5M. The position accounts for 0.06% of the portfolio, ranked #281.

&Partners first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.5M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • &Partners held 117,712 shares of iShares National Muni Bond ETF worth $12.5M as of Q1 2026.
  • &Partners sold 7,602 iShares National Muni Bond ETF shares in Q1 2026, an estimated $817K.
  • iShares National Muni Bond ETF made up 0.06% of &Partners's portfolio in Q1 2026, its #281 holding.
  • &Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • &Partners's iShares National Muni Bond ETF position peaked at $14.5M in Q1 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.