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

Summit 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 		$441K Sell
4,097
-85
-2% -$9.09K 0.06% 187
2026
Q1 		$444K Buy
4,182
+11
+0.3% +$1.18K 0.07% 176
2025
Q4 		$447K Buy
4,171
+971
+30% +$104K 0.08% 132
2025
Q3 		$341K Buy
3,200
+16
+0.5% +$1.67K 0.06% 168
2025
Q2 		$333K Sell
3,184
-549
-15% -$57.1K 0.06% 171
2025
Q1 		$394K Sell
3,733
-85
-2% -$9.04K 0.08% 146
2024
Q4 		$407K Sell
3,818
-415
-10% -$44.6K 0.08% 137
2024
Q3 		$460K Buy
4,233
+530
+14% +$57.1K 0.09% 143
2024
Q2 		$395K Buy
3,703
+15
+0.4% +$1.6K 0.08% 154
2024
Q1 		$397K Buy
3,688
+10
+0.3% +$1.08K 0.08% 145
2023
Q4 		$399K Buy
3,678
+51
+1% +$5.33K 0.09% 134
2023
Q3 		$372K Sell
3,627
-534
-13% -$56.3K 0.09% 126
2023
Q2 		$444K Sell
4,161
-11
-0.3% -$1.18K 0.11% 117
2023
Q1 		$450K Buy
4,172
+245
+6% +$26.2K 0.12% 114
2022
Q4 		$414K Sell
3,927
-846
-18% -$88.2K 0.11% 119
2022
Q3 		$490K Buy
4,773
+234
+5% +$24.9K 0.14% 91
2022
Q2 		$483K Sell
4,539
-7,279
-62% -$777K 0.13% 93
2022
Q1 		$1.3M Buy
11,818
+27
+0.2% +$3.05K 0.29% 46
2021
Q4 		$1.37M Buy
11,791
+1,106
+10% +$128K 0.29% 49
2021
Q3 		$1.24M Sell
10,685
-174
-2% -$20.4K 0.29% 46
2021
Q2 		$1.27M Sell
10,859
-34
-0.3% -$3.97K 0.3% 49
2021
Q1 		$1.26M Sell
10,893
-104
-0.9% -$12.1K 0.32% 48
2020
Q4 		$1.29M Buy
10,997
+435
+4% +$50.5K 0.35% 44
2020
Q3 		$1.22M Sell
10,562
-124
-1% -$14.4K 0.37% 48
2020
Q2 		$1.23M Sell
10,686
-1,642
-13% -$186K 0.4% 47
2020
Q1 		$1.39M Buy
12,328
+410
+3% +$46.8K 0.57% 32
2019
Q4 		$1.36M Buy
+11,918
New +$1.36M 0.47% 40

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Summit Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 2% in Q2 2026, selling an estimated $9.09K and leaving 4,097 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #187.

Summit Wealth Partners first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q1 2020. 953 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Summit Wealth Partners held 4,097 shares of iShares National Muni Bond ETF worth $441K as of Q2 2026.
  • Summit Wealth Partners sold 85 iShares National Muni Bond ETF shares in Q2 2026, an estimated $9.09K.
  • iShares National Muni Bond ETF made up 0.06% of Summit Wealth Partners's portfolio in Q2 2026, its #187 holding.
  • Summit Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares National Muni Bond ETF position peaked at $1.39M in Q1 2020.
  • 953 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.