Twin Focus Capital Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Twin Focus Capital 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	$503K	Buy	4,673 +38	+0.8%	+$4.06K	0.05%	128
2026 Q1	$492K	Hold	4,635	–	–	0.06%	132
2025 Q4	$496K	Hold	4,635	–	–	0.06%	132
2025 Q3	$494K	Buy	+4,635	New	+$485K	0.06%	128
2018 Q4	–	Sell	-2,164	Closed	-$234K	–	113
2018 Q3	$234K	Hold	2,164	–	–	0.12%	89
2018 Q2	$236K	Hold	2,164	–	–	0.12%	89
2018 Q1	$235K	Hold	2,164	–	–	0.12%	89
2017 Q4	$240K	Buy	2,164 +100	+5%	+$11.1K	0.12%	81
2017 Q3	$229K	Hold	2,064	–	–	0.12%	82
2017 Q2	$227K	Hold	2,064	–	–	0.12%	81
2017 Q1	$225K	Buy	2,064 +100	+5%	+$10.8K	0.14%	76
2016 Q4	$212K	Sell	1,964 -135	-6%	-$14.8K	0.14%	72
2016 Q3	$237K	Buy	2,099 +125	+6%	+$14.2K	0.16%	65
2016 Q2	$225K	Sell	1,974 -185	-9%	-$20.8K	0.18%	68
2016 Q1	$241K	Hold	2,159	–	–	0.23%	61
2015 Q4	$239K	Hold	2,159	–	–	0.24%	72
2015 Q3	$237K	Sell	2,159 -220	-9%	-$23.9K	0.3%	63
2015 Q2	$257K	Sell	2,379 -804	-25%	-$87.6K	0.29%	63
2015 Q1	$352K	Hold	3,183	–	–	0.28%	53
2014 Q4	$351K	Hold	3,183	–	–	0.41%	53
2014 Q3	$349K	Buy	+3,183	New	+$347K	0.34%	54

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

Twin Focus Capital Partners's MUB Position: Q2 2026 in Review

Twin Focus Capital Partners increased its iShares National Muni Bond ETF (MUB) stake by 0.82% in Q2 2026, buying an estimated $4.06K and bringing the position to 4,673 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #128.

Twin Focus Capital Partners first reported a position in MUB in Q3 2014 and has held it in 21 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Twin Focus Capital Partners held 4,673 shares of iShares National Muni Bond ETF worth $503K as of Q2 2026.
Twin Focus Capital Partners bought 38 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.06K.
iShares National Muni Bond ETF made up 0.05% of Twin Focus Capital Partners's portfolio in Q2 2026, its #128 holding.
Twin Focus Capital Partners first reported a position in iShares National Muni Bond ETF in Q3 2014 and has held it in 21 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.