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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.04M Buy
56,153
+1,848
+3% +$198K 1% 23
2026
Q1
$5.76M Buy
54,305
+5,340
+11% +$574K 1.15% 23
2025
Q4
$5.24M Sell
48,965
-856
-2% -$91.6K 1.1% 22
2025
Q3
$5.31M Buy
49,821
+744
+2% +$77.9K 1.17% 22
2025
Q2
$5.13M Sell
49,077
-5,369
-10% -$558K 1.26% 18
2025
Q1
$5.74M Buy
54,446
+2,258
+4% +$240K 1.59% 18
2024
Q4
$5.56M Buy
52,188
+572
+1% +$61.5K 1.81% 11
2024
Q3
$5.61M Buy
51,616
+366
+0.7% +$39.4K 1.85% 12
2024
Q2
$5.46M Buy
51,250
+210
+0.4% +$22.4K 2.2% 9
2024
Q1
$5.49M Buy
+51,040
New +$5.51M 2.36% 9

Other funds holding MUB

Precedent Wealth Partners's MUB Position: Q2 2026 in Review

Precedent Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 3.4% in Q2 2026, buying an estimated $198K and bringing the position to 56,153 shares worth $6.04M. The position accounts for 1% of the portfolio, ranked #23.

Precedent Wealth Partners first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Precedent Wealth Partners held 56,153 shares of iShares National Muni Bond ETF worth $6.04M as of Q2 2026.
  • Precedent Wealth Partners bought 1,848 iShares National Muni Bond ETF shares in Q2 2026, an estimated $198K.
  • iShares National Muni Bond ETF made up 1% of Precedent Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Precedent Wealth Partners first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.