Triad Wealth Partners
MUB icon

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
Q3 		$20.8M Buy
205,696
+22,410
+12% +$2.35M 1.15% 16
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Triad Wealth Partners's MUB Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q3 2026, buying an estimated $2.35M and bringing the position to 205,696 shares worth $20.8M. The position accounts for 1.15% of the portfolio, ranked #16.

Triad Wealth Partners first reported a position in MUB in Q2 2024 and has held it in 10 quarters since. 1,110 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Triad Wealth Partners held 205,696 shares of iShares National Muni Bond ETF worth $20.8M as of Q3 2026.
  • Triad Wealth Partners bought 22,410 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.35M.
  • iShares National Muni Bond ETF made up 1.15% of Triad Wealth Partners's portfolio in Q3 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 10 quarters since.
  • 1,110 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.