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

SWS 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 		$2.28M Buy
21,195
+100
+0.5% +$10.7K 0.49% 70
2026
Q1 		$2.24M Sell
21,095
-189,183
-90% -$20.3M 0.55% 64
2025
Q4 		$2.25M Buy
210,278
+189,383
+906% +$20.3M 0.54% 68
2025
Q3 		$2.23M Buy
20,895
+99
+0.5% +$10.4K 0.54% 65
2025
Q2 		$2.17M Buy
20,796
+73
+0.4% +$7.59K 0.59% 63
2025
Q1 		$2.19M Sell
20,723
-5,487
-21% -$584K 0.72% 52
2024
Q4 		$2.79M Sell
26,210
-508
-2% -$54.6K 0.85% 41
2024
Q3 		$2.9M Buy
26,718
+101
+0.4% +$10.9K 0.92% 31
2024
Q2 		$2.84M Sell
26,617
-9,061
-25% -$965K 0.85% 39
2024
Q1 		$3.84M Buy
35,678
+36
+0.1% +$3.88K 1.15% 25
2023
Q4 		$3.86M Sell
35,642
-5,368
-13% -$561K 1.26% 19
2023
Q3 		$4.21M Buy
41,010
+6,976
+20% +$736K 1.55% 9
2023
Q2 		$3.63M Sell
34,034
-60
-0.2% -$6.41K 1.31% 15
2023
Q1 		$3.67M Sell
34,094
-144
-0.4% -$15.4K 1.37% 11
2022
Q4 		$3.61M Buy
34,238
+872
+3% +$90.9K 1.71% 10
2022
Q3 		$3.42M Buy
+33,366
New +$3.55M 1.59% 9
2021
Q1 		– Sell
-25,806
Closed -$3.02M – 97
2020
Q4 		$3.02M Sell
25,806
-2
-0% -$232 1.35% 15
2020
Q3 		$2.99M Buy
+25,808
New +$3M 1.5% 12
2020
Q2 		– Sell
-25,544
Closed -$2.89M – 94
2020
Q1 		$2.89M Buy
+25,544
New +$2.92M 2.06% 6
2019
Q3 		$1.94M Sell
17,073
-5
-0% -$570 1.15% 30
2019
Q2 		$1.94M Buy
+17,078
New +$1.91M 1.23% 22
2018
Q4 		$2M Buy
18,313
+7,117
+64% +$766K 1.51% 16
2018
Q3 		$1.21M Buy
11,196
+576
+5% +$62.6K 0.77% 46
2018
Q2 		$1.16M Sell
10,620
-4,748
-31% -$515K 0.81% 46
2018
Q1 		$1.67M Buy
15,368
+13,194
+607% +$1.44M 1.23% 27
2017
Q4 		$241K Buy
+2,174
New +$241K 0.18% 62

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

SWS Partners's MUB Position: Q2 2026 in Review

SWS Partners increased its iShares National Muni Bond ETF (MUB) stake by 0.47% in Q2 2026, buying an estimated $10.7K and bringing the position to 21,195 shares worth $2.28M. The position accounts for 0.49% of the portfolio, ranked #70.

SWS Partners first reported a position in MUB in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.21M in Q3 2023. 979 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • SWS Partners held 21,195 shares of iShares National Muni Bond ETF worth $2.28M as of Q2 2026.
  • SWS Partners bought 100 iShares National Muni Bond ETF shares in Q2 2026, an estimated $10.7K.
  • iShares National Muni Bond ETF made up 0.49% of SWS Partners's portfolio in Q2 2026, its #70 holding.
  • SWS Partners first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • SWS Partners's iShares National Muni Bond ETF position peaked at $4.21M in Q3 2023.
  • 979 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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