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 Q2	$19.3M	Buy	183,286 +82,706	+82%	+$8.85M	1.14%	16
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Triad Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 82% in Q2 2026, buying an estimated $8.85M and bringing the position to 183,286 shares worth $19.3M. The position accounts for 1.14% of the portfolio, ranked #16.

Triad Wealth Partners first reported a position in MUB in Q2 2024 and has held it in 9 quarters since. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Triad Wealth Partners held 183,286 shares of iShares National Muni Bond ETF worth $19.3M as of Q2 2026.
Triad Wealth Partners bought 82,706 iShares National Muni Bond ETF shares in Q2 2026, an estimated $8.85M.
iShares National Muni Bond ETF made up 1.14% of Triad Wealth Partners's portfolio in Q2 2026, its #16 holding.
Triad Wealth Partners first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.