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

Quotient 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
Q1 		$31.7M Buy
298,694
+13,666
+5% +$1.47M 0.83% 21
2025
Q4 		$30.5M Buy
285,028
+35,490
+14% +$3.8M 0.81% 22
2025
Q3 		$26.6M Buy
249,538
+29,890
+14% +$3.13M 0.73% 21
2025
Q2 		$22.9M Buy
219,648
+27,901
+15% +$2.9M 0.68% 22
2025
Q1 		$20.2M Sell
191,747
-8,569
-4% -$911K 0.65% 22
2024
Q4 		$21.3M Sell
200,316
-2,523
-1% -$271K 0.7% 21
2024
Q3 		$22M Buy
202,839
+23,227
+13% +$2.5M 0.72% 21
2024
Q2 		$19.1M Sell
179,612
-3,965
-2% -$422K 0.67% 21
2024
Q1 		$19.8M Buy
183,577
+28,091
+18% +$3.03M 0.71% 22
2023
Q4 		$16.9M Buy
+155,486
New +$16.2M 0.65% 26

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quotient Wealth Partners's MUB Position: Q1 2026 in Review

Quotient Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 4.8% in Q1 2026, buying an estimated $1.47M and bringing the position to 298,694 shares worth $31.7M. The position accounts for 0.83% of the portfolio, ranked #21.

Quotient Wealth Partners first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Quotient Wealth Partners held 298,694 shares of iShares National Muni Bond ETF worth $31.7M as of Q1 2026.
  • Quotient Wealth Partners bought 13,666 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.47M.
  • iShares National Muni Bond ETF made up 0.83% of Quotient Wealth Partners's portfolio in Q1 2026, its #21 holding.
  • Quotient Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.