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

Triad 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 		$10.7M Buy
100,580
+30,724
+44% +$3.3M 0.85% 28
2025
Q4 		$7.48M Buy
69,856
+36,899
+112% +$3.95M 0.71% 38
2025
Q3 		$3.51M Buy
32,957
+18,115
+122% +$1.9M 0.45% 49
2025
Q2 		$1.55M Buy
14,842
+5,632
+61% +$586K 0.31% 59
2025
Q1 		$971K Sell
9,210
-11,183
-55% -$1.19M 0.3% 57
2024
Q4 		$2.17M Buy
20,393
+769
+4% +$82.6K 0.78% 29
2024
Q3 		$2.13M Buy
19,624
+9,765
+99% +$1.05M 1.13% 28
2024
Q2 		$1.05M Buy
+9,859
New +$1.05M 0.55% 24

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Triad Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 44% in Q1 2026, buying an estimated $3.3M and bringing the position to 100,580 shares worth $10.7M. The position accounts for 0.85% of the portfolio, ranked #28.

Triad Wealth Partners first reported a position in MUB in Q2 2024 and has held it in 8 quarters since. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Triad Wealth Partners held 100,580 shares of iShares National Muni Bond ETF worth $10.7M as of Q1 2026.
  • Triad Wealth Partners bought 30,724 iShares National Muni Bond ETF shares in Q1 2026, an estimated $3.3M.
  • iShares National Muni Bond ETF made up 0.85% of Triad Wealth Partners's portfolio in Q1 2026, its #28 holding.
  • Triad Wealth Partners first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.