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

Revolve 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 		$13.2M Buy
123,079
+10,308
+9% +$1.1M 1.37% 20
2026
Q1 		$12M Sell
112,771
-35,979
-24% -$3.87M 1.55% 19
2025
Q4 		$15.9M Buy
148,750
+6,555
+5% +$702K 1.87% 16
2025
Q3 		$15.1M Buy
142,195
+8,880
+7% +$929K 1.82% 17
2025
Q2 		$13.9M Buy
133,315
+5,025
+4% +$522K 1.81% 16
2025
Q1 		$13.5M Buy
128,290
+4,097
+3% +$436K 1.96% 15
2024
Q4 		$13.2M Buy
124,193
+11,989
+11% +$1.29M 1.91% 15
2024
Q3 		$12.2M Sell
112,204
-51
-0% -$5.5K 1.86% 16
2024
Q2 		$12M Sell
112,255
-2,728
-2% -$291K 1.97% 16
2024
Q1 		$12.4M Buy
114,983
+3,002
+3% +$324K 2.11% 13
2023
Q4 		$12.1M Sell
111,981
-3,288
-3% -$344K 2.34% 13
2023
Q3 		$11.8M Buy
115,269
+6,127
+6% +$646K 2.72% 10
2023
Q2 		$11.6M Sell
109,142
-3,220
-3% -$344K 2.73% 11
2023
Q1 		$12.1M Buy
112,362
+1,377
+1% +$147K 3.08% 8
2022
Q4 		$11.7M Buy
110,985
+31,892
+40% +$3.32M 3.35% 7
2022
Q3 		$8.11M Buy
79,093
+6,276
+9% +$667K 2.71% 13
2022
Q2 		$7.75M Buy
72,817
+18,063
+33% +$1.93M 2.54% 13
2022
Q1 		$6M Buy
54,754
+25,673
+88% +$2.9M 1.73% 14
2021
Q4 		$3.38M Buy
+29,081
New +$3.38M 0.97% 23

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

Revolve Wealth Partners's MUB Position: Q2 2026 in Review

Revolve Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 9.1% in Q2 2026, buying an estimated $1.1M and bringing the position to 123,079 shares worth $13.2M. The position accounts for 1.37% of the portfolio, ranked #20.

Revolve Wealth Partners first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Revolve Wealth Partners held 123,079 shares of iShares National Muni Bond ETF worth $13.2M as of Q2 2026.
  • Revolve Wealth Partners bought 10,308 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.1M.
  • iShares National Muni Bond ETF made up 1.37% of Revolve Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Revolve Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's iShares National Muni Bond ETF position peaked at $15.9M in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.