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

Royal Harbor 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	$3.3M	Buy	+30,708	New	+$3.28M	1.02%	28
2024 Q2	–	Sell	-2,060	Closed	-$222K	–	57
2024 Q1	$222K	Hold	2,060	–	–	0.1%	49
2023 Q4	$223K	Sell	2,060 -9,123	-82%	-$953K	0.1%	49
2023 Q3	$1.15M	Buy	11,183 +9,123	+443%	+$962K	0.6%	25
2023 Q2	$220K	Hold	2,060	–	–	0.11%	69
2023 Q1	$222K	Hold	2,060	–	–	0.12%	72
2022 Q4	$217K	Hold	2,060	–	–	0.13%	67
2022 Q3	$211K	Hold	2,060	–	–	0.14%	70
2022 Q2	$219K	Hold	2,060	–	–	0.15%	62
2022 Q1	$226K	Hold	2,060	–	–	0.14%	73
2021 Q4	$240K	Hold	2,060	–	–	0.15%	74
2021 Q3	$239K	Hold	2,060	–	–	0.17%	75
2021 Q2	$241K	Hold	2,060	–	–	0.16%	70
2021 Q1	$239K	Hold	2,060	–	–	0.18%	67
2020 Q4	$241K	Hold	2,060	–	–	0.2%	78
2020 Q3	$239K	Hold	2,060	–	–	0.22%	74
2020 Q2	$238K	Hold	2,060	–	–	0.24%	73
2020 Q1	$233K	Sell	2,060 -3,183	-61%	-$363K	0.27%	61
2019 Q4	$597K	Buy	+5,243	New	+$597K	0.57%	36

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

Royal Harbor Partners's MUB Position: Q2 2026 in Review

Royal Harbor Partners opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 30,708 shares worth $3.3M. The stake represents 1.02% of the portfolio and ranks #28 among its holdings. This is a return to the name: Royal Harbor Partners previously reported a position in MUB as recently as Q1 2024.

Royal Harbor Partners first reported a position in MUB in Q4 2019 and has held it in 19 quarters since. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Royal Harbor Partners held 30,708 shares of iShares National Muni Bond ETF worth $3.3M as of Q2 2026.
iShares National Muni Bond ETF was a new Royal Harbor Partners position in Q2 2026.
iShares National Muni Bond ETF made up 1.02% of Royal Harbor Partners's portfolio in Q2 2026, its #28 holding.
Royal Harbor Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 19 quarters since.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.