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

Stevens Capital 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 Q3	$246K	Sell	2,436 -2,019	-45%	-$212K	0.04%	157
2026 Q2	$479K	Sell	4,455 -4,592	-51%	-$491K	0.09%	97
2026 Q1	$960K	Buy	9,047 +2,076	+30%	+$223K	0.23%	68
2025 Q4	$747K	Buy	6,971 +73	+1%	+$7.82K	0.2%	64
2025 Q3	$735K	Sell	6,898 -171	-2%	-$17.9K	0.22%	57
2025 Q2	$735K	Buy	+7,069	New	+$735K	0.26%	47

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Stevens Capital Partners's MUB Position: Q3 2026 in Review

Stevens Capital Partners reduced its iShares National Muni Bond ETF (MUB) stake by 45% in Q3 2026, selling an estimated $212K and leaving 2,436 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #157.

Stevens Capital Partners first reported a position in MUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $960K in Q1 2026. 1,336 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Stevens Capital Partners held 2,436 shares of iShares National Muni Bond ETF worth $246K as of Q3 2026.
Stevens Capital Partners sold 2,019 iShares National Muni Bond ETF shares in Q3 2026, an estimated $212K.
iShares National Muni Bond ETF made up 0.04% of Stevens Capital Partners's portfolio in Q3 2026, its #157 holding.
Stevens Capital Partners first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
Stevens Capital Partners's iShares National Muni Bond ETF position peaked at $960K in Q1 2026.
1,336 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.