Single Point Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Single Point 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	$13.8M	Sell	128,051 -1,746	-1%	-$187K	2.43%	10
2026 Q1	$13.8M	Buy	129,797 +266	+0.2%	+$28.6K	2.74%	9
2025 Q4	$13.9M	Buy	129,531 +6,683	+5%	+$716K	2.74%	9
2025 Q3	$13.1M	Sell	122,848 -923	-0.7%	-$96.6K	2.66%	9
2025 Q2	$12.9M	Sell	123,771 -27,251	-18%	-$2.83M	2.83%	9
2025 Q1	$15.9M	Sell	151,022 -24,851	-14%	-$2.64M	3.74%	6
2024 Q4	$18.7M	Buy	+175,873	New	+$18.9M	4.32%	5
2024 Q2	–	Sell	-127,881	Closed	-$13.8M	–	59
2024 Q1	$13.8M	Buy	127,881 +7,214	+6%	+$778K	3.2%	7
2023 Q4	$13.1M	Sell	120,667 -18,643	-13%	-$1.95M	3.26%	7
2023 Q3	$14.3M	Buy	+139,310	New	+$14.7M	3.75%	7
2023 Q2	–	Sell	-144,614	Closed	-$15.6M	–	125
2023 Q1	$15.6M	Buy	144,614 +11,291	+8%	+$1.21M	3.41%	7
2022 Q4	$14.1M	Buy	133,323 +61,668	+86%	+$6.43M	3.38%	7
2022 Q3	$7.35M	Sell	71,655 -12,529	-15%	-$1.33M	2.02%	12
2022 Q2	$8.95M	Sell	84,184 -56,794	-40%	-$6.06M	2.44%	8
2022 Q1	$15.5M	Buy	140,978 +18,980	+16%	+$2.14M	3.94%	6
2021 Q4	$14.2M	Buy	+121,998	New	+$14.2M	3.8%	6
2021 Q3	–	Sell	-125,579	Closed	-$14.7M	–	65
2021 Q2	$14.7M	Buy	+125,579	New	+$14.7M	5.07%	5
2021 Q1	–	Sell	-106,935	Closed	-$12.5M	–	92
2020 Q4	$12.5M	Buy	106,935 +1,182	+1%	+$137K	5.65%	5
2020 Q3	$12.3M	Buy	105,753 +8,997	+9%	+$1.05M	6.52%	4
2020 Q2	$11.2M	Buy	96,756 +7,290	+8%	+$828K	6.5%	4
2020 Q1	$10.1M	Buy	89,466 +15,929	+22%	+$1.82M	7.01%	4
2019 Q4	$8.38M	Buy	+73,537	New	+$8.38M	5.07%	5

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Single Point Partners's MUB Position: Q2 2026 in Review

Single Point Partners reduced its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q2 2026, selling an estimated $187K and leaving 128,051 shares worth $13.8M. The position accounts for 2.43% of the portfolio, ranked #10.

Single Point Partners first reported a position in MUB in Q4 2019 and has held it in 22 quarters since. The position peaked at $18.7M in Q4 2024. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Single Point Partners held 128,051 shares of iShares National Muni Bond ETF worth $13.8M as of Q2 2026.
Single Point Partners sold 1,746 iShares National Muni Bond ETF shares in Q2 2026, an estimated $187K.
iShares National Muni Bond ETF made up 2.43% of Single Point Partners's portfolio in Q2 2026, its #10 holding.
Single Point Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 22 quarters since.
Single Point Partners's iShares National Muni Bond ETF position peaked at $18.7M in Q4 2024.
1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.