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

Stablepoint 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 		$420K Sell
3,905
-96
-2% -$10.3K 0.06% 206
2026
Q1 		$425K Buy
4,001
+219
+6% +$23.5K 0.06% 201
2025
Q4 		$405K Sell
3,782
-163
-4% -$17.5K 0.06% 193
2025
Q3 		$420K Sell
3,945
-373
-9% -$39K 0.07% 192
2025
Q2 		$451K Sell
4,318
-163
-4% -$16.9K 0.08% 190
2025
Q1 		$472K Sell
4,481
-192
-4% -$20.4K 0.09% 180
2024
Q4 		$498K Sell
4,673
-95
-2% -$10.2K 0.09% 177
2024
Q3 		$518K Hold
4,768
– – 0.09% 169
2024
Q2 		$512K Buy
4,768
+743
+18% +$79.1K 0.1% 169
2024
Q1 		$433K Sell
4,025
-685
-15% -$73.9K 0.09% 184
2023
Q4 		$511K Buy
+4,710
New +$492K 0.13% 159

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Stablepoint Partners's MUB Position: Q2 2026 in Review

Stablepoint Partners reduced its iShares National Muni Bond ETF (MUB) stake by 2.4% in Q2 2026, selling an estimated $10.3K and leaving 3,905 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #206.

Stablepoint Partners first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $518K in Q3 2024. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Stablepoint Partners held 3,905 shares of iShares National Muni Bond ETF worth $420K as of Q2 2026.
  • Stablepoint Partners sold 96 iShares National Muni Bond ETF shares in Q2 2026, an estimated $10.3K.
  • iShares National Muni Bond ETF made up 0.06% of Stablepoint Partners's portfolio in Q2 2026, its #206 holding.
  • Stablepoint Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Stablepoint Partners's iShares National Muni Bond ETF position peaked at $518K in Q3 2024.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.