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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

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

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. 1,641 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.
  • 1,641 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.