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

Shepherd 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
Q2 		$298K Sell
2,772
-29
-1% -$3.1K 0.02% 206
2026
Q1 		$297K Hold
2,801
– – 0.03% 205
2025
Q4 		$300K Sell
2,801
-60
-2% -$6.42K 0.03% 203
2025
Q3 		$305K Hold
2,861
– – 0.03% 203
2025
Q2 		$299K Buy
+2,861
New +$297K 0.03% 199
2024
Q3 		– Sell
-3,516
Closed -$375K – 225
2024
Q2 		$375K Buy
3,516
+108
+3% +$11.5K 0.05% 165
2024
Q1 		$367K Hold
3,408
– – 0.05% 167
2023
Q4 		$369K Buy
+3,408
New +$356K 0.05% 165
2023
Q1 		– Sell
-3,248
Closed -$343K – 181
2022
Q4 		$343K Sell
3,248
-69,272
-96% -$7.22M 0.06% 138
2022
Q3 		$7.44M Buy
+72,520
New +$7.71M 1.45% 16

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

Shepherd Financial Partners's MUB Position: Q2 2026 in Review

Shepherd Financial Partners reduced its iShares National Muni Bond ETF (MUB) stake by 1% in Q2 2026, selling an estimated $3.1K and leaving 2,772 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #206.

Shepherd Financial Partners first reported a position in MUB in Q3 2022 and has held it in 10 quarters since. The position peaked at $7.44M in Q3 2022. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Shepherd Financial Partners held 2,772 shares of iShares National Muni Bond ETF worth $298K as of Q2 2026.
  • Shepherd Financial Partners sold 29 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.1K.
  • iShares National Muni Bond ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #206 holding.
  • Shepherd Financial Partners first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 10 quarters since.
  • Shepherd Financial Partners's iShares National Muni Bond ETF position peaked at $7.44M in Q3 2022.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.