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

RAM Investment 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	$617K	Sell	5,732 -2	-0%	-$214	0.1%	63
2026 Q1	$609K	Buy	5,734 +2	+0%	+$215	0.11%	58
2025 Q4	$614K	Buy	5,732 +382	+7%	+$40.9K	0.11%	56
2025 Q3	$570K	Sell	5,350 -500	-9%	-$52.3K	0.11%	59
2025 Q2	$611K	Sell	5,850 -2	-0%	-$208	0.13%	51
2025 Q1	$617K	Sell	5,852 -11	-0.2%	-$1.17K	0.15%	43
2024 Q4	$625K	Sell	5,863 -90	-2%	-$9.67K	0.15%	43
2024 Q3	$647K	Sell	5,953 -97	-2%	-$10.5K	0.17%	38
2024 Q2	$645K	Buy	6,050 +720	+14%	+$76.7K	0.19%	36
2024 Q1	$574K	Buy	+5,330	New	+$575K	0.18%	37

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

RAM Investment Partners's MUB Position: Q2 2026 in Review

RAM Investment Partners reduced its iShares National Muni Bond ETF (MUB) stake by 0.03% in Q2 2026, selling an estimated $214 and leaving 5,732 shares worth $617K. The position accounts for 0.1% of the portfolio, ranked #63.

RAM Investment Partners first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $647K in Q3 2024. 858 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

RAM Investment Partners held 5,732 shares of iShares National Muni Bond ETF worth $617K as of Q2 2026.
RAM Investment Partners sold 2 iShares National Muni Bond ETF shares in Q2 2026, an estimated $214.
iShares National Muni Bond ETF made up 0.1% of RAM Investment Partners's portfolio in Q2 2026, its #63 holding.
RAM Investment Partners first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
RAM Investment Partners's iShares National Muni Bond ETF position peaked at $647K in Q3 2024.
858 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.