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

Quartz 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	$233K	Buy	+2,161	New	+$231K	0.08%	168
2025 Q2	–	Sell	-4,853	Closed	-$512K	–	184
2025 Q1	$512K	Buy	4,853 +372	+8%	+$39.6K	0.31%	81
2024 Q4	$477K	Hold	4,481	–	–	0.29%	97
2024 Q3	$487K	Buy	+4,481	New	+$483K	0.31%	98

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Quartz Partners's MUB Position: Q2 2026 in Review

Quartz Partners opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 2,161 shares worth $233K. The stake represents 0.08% of the portfolio and ranks #168 among its holdings. This is a return to the name: Quartz Partners previously reported a position in MUB as recently as Q1 2025.

Quartz Partners first reported a position in MUB in Q3 2024 and has held it in 4 quarters since. The position peaked at $512K in Q1 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Quartz Partners held 2,161 shares of iShares National Muni Bond ETF worth $233K as of Q2 2026.
iShares National Muni Bond ETF was a new Quartz Partners position in Q2 2026.
iShares National Muni Bond ETF made up 0.08% of Quartz Partners's portfolio in Q2 2026, its #168 holding.
Quartz Partners first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 4 quarters since.
Quartz Partners's iShares National Muni Bond ETF position peaked at $512K in Q1 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.