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Sandbox Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Sandbox Financial 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 		$505K Buy
4,759
+37
+0.8% +$3.98K 0.14% 71
2025
Q4 		$506K Buy
4,722
+326
+7% +$34.9K 0.14% 68
2025
Q3 		$468K Sell
4,396
-602
-12% -$63K 0.13% 76
2025
Q2 		$522K Buy
4,998
+159
+3% +$16.5K 0.16% 66
2025
Q1 		$510K Sell
4,839
-220
-4% -$23.4K 0.18% 62
2024
Q4 		$539K Sell
5,059
-321
-6% -$34.5K 0.18% 61
2024
Q3 		$584K Buy
5,380
+432
+9% +$46.6K 0.21% 58
2024
Q2 		$527K Buy
4,948
+162
+3% +$17.3K 0.2% 61
2024
Q1 		$515K Sell
4,786
-2,625
-35% -$283K 0.22% 58
2023
Q4 		$803K Sell
7,411
-2,147
-22% -$224K 0.38% 43
2023
Q3 		$980K Sell
9,558
-482
-5% -$50.8K 0.52% 33
2023
Q2 		$1.07M Buy
10,040
+492
+5% +$52.6K 0.56% 27
2023
Q1 		$1.03M Buy
9,548
+2,777
+41% +$297K 0.62% 25
2022
Q4 		$714K Buy
6,771
+861
+15% +$89.7K 0.49% 33
2022
Q3 		$606K Buy
5,910
+253
+4% +$26.9K 0.44% 31
2022
Q2 		$602K Sell
5,657
-900
-14% -$96K 0.43% 36
2022
Q1 		$719K Sell
6,557
-247
-4% -$27.9K 0.41% 32
2021
Q4 		$791K Sell
6,804
-184
-3% -$21.4K 0.5% 27
2021
Q3 		$812K Buy
+6,988
New +$819K 0.58% 29

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

Sandbox Financial Partners's MUB Position: Q1 2026 in Review

Sandbox Financial Partners increased its iShares National Muni Bond ETF (MUB) stake by 0.78% in Q1 2026, buying an estimated $3.98K and bringing the position to 4,759 shares worth $505K. The position accounts for 0.14% of the portfolio, ranked #71.

Sandbox Financial Partners first reported a position in MUB in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q2 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Sandbox Financial Partners held 4,759 shares of iShares National Muni Bond ETF worth $505K as of Q1 2026.
  • Sandbox Financial Partners bought 37 iShares National Muni Bond ETF shares in Q1 2026, an estimated $3.98K.
  • iShares National Muni Bond ETF made up 0.14% of Sandbox Financial Partners's portfolio in Q1 2026, its #71 holding.
  • Sandbox Financial Partners first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Sandbox Financial Partners's iShares National Muni Bond ETF position peaked at $1.07M in Q2 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.