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Quadrant Private Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Quadrant Private Wealth Management’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 		– Sell
-5,357
Closed -$569K – 253
2026
Q1 		$569K Sell
5,357
-339
-6% -$36.5K 0.09% 166
2025
Q4 		$610K Buy
+5,696
New +$610K 0.1% 154
2025
Q3 		– Sell
-2,835
Closed -$296K – 263
2025
Q2 		$296K Buy
+2,835
New +$295K 0.06% 195
2025
Q1 		– Sell
-5,231
Closed -$557K – 242
2024
Q4 		$557K Sell
5,231
-1,595
-23% -$171K 0.14% 134
2024
Q3 		$742K Buy
6,826
+1,483
+28% +$160K 0.18% 112
2024
Q2 		$569K Buy
+5,343
New +$569K 0.13% 134
2023
Q3 		– Sell
-3,470
Closed -$370K – 236
2023
Q2 		$370K Buy
3,470
+599
+21% +$64K 0.11% 157
2023
Q1 		$309K Sell
2,871
-358
-11% -$38.3K 0.1% 175
2022
Q4 		$341K Buy
+3,229
New +$337K 0.11% 157

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

Quadrant Private Wealth Management's MUB Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 5,357 shares — an estimated $569K sold.

Quadrant Private Wealth Management first reported a position in MUB in Q4 2022 and held it in 9 quarters. The position peaked at $742K in Q3 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 5,357 iShares National Muni Bond ETF shares in Q2 2026, an estimated $569K.
  • Quadrant Private Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 9 quarters.
  • Quadrant Private Wealth Management's iShares National Muni Bond ETF position peaked at $742K in Q3 2024.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.