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 Q3	$3.22M	Buy	31,852 +1,144	+4%	+$120K	0.99%	29
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Royal Harbor Partners's MUB Position: Q3 2026 in Review

Royal Harbor Partners increased its iShares National Muni Bond ETF (MUB) stake by 3.7% in Q3 2026, buying an estimated $120K and bringing the position to 31,852 shares worth $3.22M. The position accounts for 0.99% of the portfolio, ranked #29.

Royal Harbor Partners first reported a position in MUB in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.3M in Q2 2026. 1,110 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Royal Harbor Partners held 31,852 shares of iShares National Muni Bond ETF worth $3.22M as of Q3 2026.
Royal Harbor Partners bought 1,144 iShares National Muni Bond ETF shares in Q3 2026, an estimated $120K.
iShares National Muni Bond ETF made up 0.99% of Royal Harbor Partners's portfolio in Q3 2026, its #29 holding.
Royal Harbor Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 20 quarters since.
Royal Harbor Partners's iShares National Muni Bond ETF position peaked at $3.3M in Q2 2026.
1,110 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Royal Harbor Partners's 13F filing for Q3 2026, filed 29 Oct 2026.