Premier Path Wealth Partners
MUB icon

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

Premier Path Wealth 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
Q3 		$2.28M Sell
22,568
-45,156
-67% -$4.74M 0.27% 91
2026
Q2 		$7.29M Buy
67,724
+3,746
+6% +$401K 0.84% 31
2026
Q1 		$6.79M Buy
63,978
+3,098
+5% +$333K 0.89% 26
2025
Q4 		$6.52M Buy
60,880
+11,068
+22% +$1.18M 0.84% 28
2025
Q3 		$5.3M Buy
49,812
+11,629
+30% +$1.22M 0.68% 33
2025
Q2 		$3.99M Sell
38,183
-9,319
-20% -$969K 0.56% 37
2025
Q1 		$5.01M Buy
47,502
+5,254
+12% +$559K 0.78% 33
2024
Q4 		$4.5M Buy
42,248
+1,199
+3% +$129K 0.69% 35
2024
Q3 		$4.46M Buy
41,049
+859
+2% +$92.6K 0.7% 33
2024
Q2 		$4.28M Buy
40,190
+15,564
+63% +$1.66M 0.73% 33
2024
Q1 		$2.9M Sell
24,626
-14,455
-37% -$1.56M 0.55% 36
2023
Q4 		$4.39M Buy
+39,081
New +$4.08M 0.97% 21

Other funds holding MUB

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Premier Path Wealth Partners's MUB Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 67% in Q3 2026, selling an estimated $4.74M and leaving 22,568 shares worth $2.28M. The position accounts for 0.27% of the portfolio, ranked #91.

Premier Path Wealth Partners first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.29M in Q2 2026. 332 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Premier Path Wealth Partners held 22,568 shares of iShares National Muni Bond ETF worth $2.28M as of Q3 2026.
  • Premier Path Wealth Partners sold 45,156 iShares National Muni Bond ETF shares in Q3 2026, an estimated $4.74M.
  • iShares National Muni Bond ETF made up 0.27% of Premier Path Wealth Partners's portfolio in Q3 2026, its #91 holding.
  • Premier Path Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's iShares National Muni Bond ETF position peaked at $7.29M in Q2 2026.
  • 332 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.