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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
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

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

Premier Path Wealth Partners's MUB Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 5.9% in Q2 2026, buying an estimated $401K and bringing the position to 67,724 shares worth $7.29M. The position accounts for 0.84% of the portfolio, ranked #31.

Premier Path Wealth Partners first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Premier Path Wealth Partners held 67,724 shares of iShares National Muni Bond ETF worth $7.29M as of Q2 2026.
  • Premier Path Wealth Partners bought 3,746 iShares National Muni Bond ETF shares in Q2 2026, an estimated $401K.
  • iShares National Muni Bond ETF made up 0.84% of Premier Path Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Premier Path Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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