SPIA
MUB icon

Steward Partners Investment Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Steward Partners Investment Advisory’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 		$24.6M Sell
228,418
-20,369
-8% -$2.18M 0.13% 159
2026
Q1 		$26.4M Buy
248,787
+16,373
+7% +$1.76M 0.13% 135
2025
Q4 		$24.9M Buy
232,414
+9,942
+4% +$1.06M 0.14% 136
2025
Q3 		$23.7M Buy
222,472
+46,334
+26% +$4.85M 0.14% 135
2025
Q2 		$18.4M Sell
176,138
-20,276
-10% -$2.11M 0.14% 145
2025
Q1 		$20.7M Buy
196,414
+2,056
+1% +$219K 0.18% 109
2024
Q4 		$20.7M Buy
194,358
+2,368
+1% +$254K 0.18% 112
2024
Q3 		$20.9M Buy
191,990
+15,426
+9% +$1.66M 0.19% 113
2024
Q2 		$18.8M Sell
176,564
-4,182
-2% -$445K 0.2% 102
2024
Q1 		$19.4M Buy
180,746
+10,183
+6% +$1.1M 0.21% 93
2023
Q4 		$18.5M Sell
170,563
-9,580
-5% -$1M 0.25% 81
2023
Q3 		$18.5M Buy
180,143
+4,733
+3% +$499K 0.28% 74
2023
Q2 		$18.7M Buy
175,410
+4,081
+2% +$436K 0.28% 77
2023
Q1 		$18.5M Sell
171,329
-33,922
-17% -$3.62M 0.3% 78
2022
Q4 		$21.7M Buy
205,251
+78,568
+62% +$8.19M 0.37% 56
2022
Q3 		$13M Buy
126,683
+9,967
+9% +$1.06M 0.24% 94
2022
Q2 		$12.4M Sell
116,716
-5,337
-4% -$570K 0.23% 107
2022
Q1 		$13.4M Sell
122,053
-28,432
-19% -$3.21M 0.21% 116
2021
Q4 		$17.5M Sell
150,485
-8,769
-6% -$1.02M 0.27% 84
2021
Q3 		$18.5M Buy
159,254
+23,577
+17% +$2.76M 0.32% 69
2021
Q2 		$15.9M Buy
135,677
+5,077
+4% +$593K 0.27% 80
2021
Q1 		$15.2M Buy
130,600
+6,609
+5% +$771K 0.27% 89
2020
Q4 		$14.5M Buy
123,991
+7,201
+6% +$837K 0.31% 72
2020
Q3 		$13.5M Buy
116,790
+4,131
+4% +$480K 0.34% 68
2020
Q2 		$13M Buy
112,659
+19,829
+21% +$2.25M 0.37% 63
2020
Q1 		$10.5M Sell
92,830
-859
-0.9% -$98.1K 0.38% 60
2019
Q4 		$10.7M Buy
93,689
+2,473
+3% +$282K 0.32% 72
2019
Q3 		$10.4M Buy
91,216
+4,155
+5% +$474K 0.35% 65
2019
Q2 		$9.85M Sell
87,061
-7,460
-8% -$835K 0.36% 66
2019
Q1 		$10.5M Sell
94,521
-16,399
-15% -$1.8M 0.45% 57
2018
Q4 		$12.1M Buy
110,920
+50,285
+83% +$5.41M 0.59% 36
2018
Q3 		$6.54M Buy
60,635
+4,418
+8% +$480K 0.31% 78
2018
Q2 		$6.13M Buy
56,217
+4,962
+10% +$538K 0.37% 66
2018
Q1 		$5.58M Sell
51,255
-1,169
-2% -$128K 0.38% 57
2017
Q4 		$5.8M Buy
52,424
+4,929
+10% +$545K 0.44% 46
2017
Q3 		$5.26M Buy
47,495
+1,756
+4% +$195K 0.54% 46
2017
Q2 		$5.04M Buy
45,739
+4,836
+12% +$532K 0.57% 44
2017
Q1 		$4.46M Buy
40,903
+11,371
+39% +$1.23M 0.67% 43
2016
Q4 		$3.19M Buy
+29,532
New +$3.23M 1.46% 15

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

Steward Partners Investment Advisory's MUB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares National Muni Bond ETF (MUB) stake by 8.2% in Q2 2026, selling an estimated $2.18M and leaving 228,418 shares worth $24.6M. The position accounts for 0.13% of the portfolio, ranked #159.

Steward Partners Investment Advisory first reported a position in MUB in Q4 2016 and has held it in 39 quarters since. The position peaked at $26.4M in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Steward Partners Investment Advisory held 228,418 shares of iShares National Muni Bond ETF worth $24.6M as of Q2 2026.
  • Steward Partners Investment Advisory sold 20,369 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.18M.
  • iShares National Muni Bond ETF made up 0.13% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #159 holding.
  • Steward Partners Investment Advisory first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's iShares National Muni Bond ETF position peaked at $26.4M in Q1 2026.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.