P
MUB icon

&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
Q2 		$18M Buy
164,088
+46,376
+39% +$4.96M 0.07% 246
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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

&Partners's MUB Position: Q2 2026 in Review

&Partners increased its iShares National Muni Bond ETF (MUB) stake by 39% in Q2 2026, buying an estimated $4.96M and bringing the position to 164,088 shares worth $18M. The position accounts for 0.07% of the portfolio, ranked #246.

&Partners first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • &Partners held 164,088 shares of iShares National Muni Bond ETF worth $18M as of Q2 2026.
  • &Partners bought 46,376 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.96M.
  • iShares National Muni Bond ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #246 holding.
  • &Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.