SWP
MUB icon

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

Strategic Wealth 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 		$312K Buy
2,898
+36
+1% +$3.85K 0.02% 249
2026
Q1 		$304K Sell
2,862
-264
-8% -$28.4K 0.02% 252
2025
Q4 		$335K Sell
3,126
-10,960
-78% -$1.17M 0.02% 250
2025
Q3 		$1.5M Buy
14,086
+11,006
+357% +$1.15M 0.11% 131
2025
Q2 		$322K Buy
+3,080
New +$320K 0.03% 266
2024
Q4 		$330K Sell
3,096
-38
-1% -$4.08K 0.03% 251
2024
Q3 		$340K Sell
3,134
-190
-6% -$20.5K 0.03% 240
2024
Q2 		$354K Sell
3,324
-200
-6% -$21.3K 0.04% 222
2024
Q1 		$379K Buy
3,524
+1,359
+63% +$147K 0.04% 213
2023
Q4 		$235K Sell
2,165
-312
-13% -$32.6K 0.03% 254
2023
Q3 		$254K Sell
2,477
-371
-13% -$39.1K 0.03% 253
2023
Q2 		$304K Sell
2,848
-669
-19% -$71.5K 0.04% 245
2023
Q1 		$379K Buy
3,517
+389
+12% +$41.6K 0.06% 195
2022
Q4 		$330K Sell
3,128
-3,250
-51% -$339K 0.06% 202
2022
Q3 		$654K Buy
+6,378
New +$678K 0.14% 154
2019
Q4 		– Sell
-200
Closed -$22 – 365
2019
Q3 		$22 Buy
+200
New +$22.8K ﹤0.01% 377
2018
Q1 		– Sell
-46
Closed -$6K – 810
2017
Q4 		$6K Buy
+46
New +$5.09K ﹤0.01% 585

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

Strategic Wealth Partners's MUB Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q2 2026, buying an estimated $3.85K and bringing the position to 2,898 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #249.

Strategic Wealth Partners first reported a position in MUB in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.5M in Q3 2025. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Strategic Wealth Partners held 2,898 shares of iShares National Muni Bond ETF worth $312K as of Q2 2026.
  • Strategic Wealth Partners bought 36 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.85K.
  • iShares National Muni Bond ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #249 holding.
  • Strategic Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 17 quarters since.
  • Strategic Wealth Partners's iShares National Muni Bond ETF position peaked at $1.5M in Q3 2025.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.