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

TSG Advice 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 		$1.65M Sell
15,513
-225
-1% -$24.2K 0.25% 38
2025
Q4 		$1.69M Buy
+15,738
New +$1.68M 0.26% 23

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TSG Advice Partners's MUB Position: Q1 2026 in Review

TSG Advice Partners reduced its iShares National Muni Bond ETF (MUB) stake by 1.4% in Q1 2026, selling an estimated $24.2K and leaving 15,513 shares worth $1.65M. The position accounts for 0.25% of the portfolio, ranked #38.

TSG Advice Partners first reported a position in MUB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.69M in Q4 2025. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • TSG Advice Partners held 15,513 shares of iShares National Muni Bond ETF worth $1.65M as of Q1 2026.
  • TSG Advice Partners sold 225 iShares National Muni Bond ETF shares in Q1 2026, an estimated $24.2K.
  • iShares National Muni Bond ETF made up 0.25% of TSG Advice Partners's portfolio in Q1 2026, its #38 holding.
  • TSG Advice Partners first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's iShares National Muni Bond ETF position peaked at $1.69M in Q4 2025.
  • 1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.