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

Signal Tree 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	$2.46M	Hold	22,815	–	–	1.63%	17
2026 Q1	$2.42M	Sell	22,815 -1,205	-5%	-$130K	1.83%	16
2025 Q4	$2.57M	Buy	24,020 +1,770	+8%	+$190K	1.96%	16
2025 Q3	$2.37M	Buy	22,250 +474	+2%	+$49.6K	1.88%	16
2025 Q2	$2.28M	Sell	21,776 -10,076	-32%	-$1.05M	1.96%	16
2025 Q1	$3.36M	Buy	31,852 +1,781	+6%	+$189K	3.37%	10
2024 Q4	$3.2M	Buy	+30,071	New	+$3.23M	3.76%	9

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

Signal Tree Financial Partners's MUB Position: Q2 2026 in Review

Signal Tree Financial Partners held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 22,815 shares worth $2.46M. The position accounts for 1.63% of the portfolio, ranked #17.

Signal Tree Financial Partners first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Signal Tree Financial Partners held 22,815 shares of iShares National Muni Bond ETF worth $2.46M as of Q2 2026.
Signal Tree Financial Partners left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 1.63% of Signal Tree Financial Partners's portfolio in Q2 2026, its #17 holding.
Signal Tree Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Signal Tree Financial Partners's iShares National Muni Bond ETF position peaked at $3.36M in Q1 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.