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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's MUB Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 8.4% in Q1 2026, selling an estimated $28.4K and leaving 2,862 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #252.

Strategic Wealth Partners first reported a position in MUB in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.5M in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Strategic Wealth Partners held 2,862 shares of iShares National Muni Bond ETF worth $304K as of Q1 2026.
Strategic Wealth Partners sold 264 iShares National Muni Bond ETF shares in Q1 2026, an estimated $28.4K.
iShares National Muni Bond ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #252 holding.
Strategic Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 16 quarters since.
Strategic Wealth Partners's iShares National Muni Bond ETF position peaked at $1.5M in Q3 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.