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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Shepherd Financial Partners held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 2,801 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #205.

Shepherd Financial Partners first reported a position in MUB in Q3 2022 and has held it in 9 quarters since. The position peaked at $7.44M in Q3 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Shepherd Financial Partners held 2,801 shares of iShares National Muni Bond ETF worth $297K as of Q1 2026.
Shepherd Financial Partners left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #205 holding.
Shepherd Financial Partners first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 9 quarters since.
Shepherd Financial Partners's iShares National Muni Bond ETF position peaked at $7.44M in Q3 2022.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.