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SIMA Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

SIMA Wealth 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 		$1.1M Hold
10,200
– – 0.78% 20
2026
Q1 		$1.08M Hold
10,200
– – 0.82% 19
2025
Q4 		$1.09M Hold
10,200
– – 0.83% 20
2025
Q3 		$1.09M Hold
10,200
– – 0.83% 20
2025
Q2 		$1.07M Buy
10,200
+1,016
+11% +$106K 0.86% 20
2025
Q1 		$968K Sell
9,184
-4
-0% -$425 0.8% 22
2024
Q4 		$979K Buy
9,188
+4
+0% +$430 0.83% 21
2024
Q3 		$998K Buy
9,184
+166
+2% +$17.9K 0.87% 22
2024
Q2 		$961K Buy
+9,018
New +$960K 0.92% 23

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

SIMA Wealth Partners's MUB Position: Q2 2026 in Review

SIMA Wealth Partners held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 10,200 shares worth $1.1M. The position accounts for 0.78% of the portfolio, ranked #20.

SIMA Wealth Partners first reported a position in MUB in Q2 2024 and has held it in 9 quarters since. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • SIMA Wealth Partners held 10,200 shares of iShares National Muni Bond ETF worth $1.1M as of Q2 2026.
  • SIMA Wealth Partners left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.78% of SIMA Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • SIMA Wealth Partners first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.