Badgley Phelps Wealth Managers’s iShares National Muni Bond ETF MUB Stock Holding History

Badgley Phelps Wealth Managers’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	$467K	Hold	4,400	–	–	0.01%	250
2025 Q4	$471K	Sell	4,400 -1,477	-25%	-$158K	0.01%	246
2025 Q3	$626K	Buy	5,877 +118	+2%	+$12.3K	0.01%	211
2025 Q2	$602K	Buy	5,759 +1,720	+43%	+$179K	0.01%	203
2025 Q1	$426K	Buy	4,039 +1,239	+44%	+$132K	0.01%	223
2024 Q4	$298K	Hold	2,800	–	–	0.01%	258
2024 Q3	$304K	Sell	2,800 -29	-1%	-$3.13K	0.01%	248
2024 Q2	$301K	Hold	2,829	–	–	0.01%	225
2024 Q1	$304K	Buy	2,829 +29	+1%	+$3.13K	0.01%	217
2023 Q4	$304K	Sell	2,800 -16	-0.6%	-$1.67K	0.01%	215
2023 Q3	$289K	Hold	2,816	–	–	0.01%	197
2023 Q2	$301K	Buy	2,816 +16	+0.6%	+$1.71K	0.01%	205
2023 Q1	$302K	Sell	2,800 -750	-21%	-$80.1K	0.01%	180
2022 Q4	$375K	Buy	3,550 +750	+27%	+$78.2K	0.02%	163
2022 Q3	$287K	Hold	2,800	–	–	0.01%	167
2022 Q2	$298K	Buy	+2,800	New	+$299K	0.01%	171

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Badgley Phelps Wealth Managers's MUB Position: Q1 2026 in Review

Badgley Phelps Wealth Managers held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 4,400 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #250.

Badgley Phelps Wealth Managers first reported a position in MUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $626K in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Badgley Phelps Wealth Managers held 4,400 shares of iShares National Muni Bond ETF worth $467K as of Q1 2026.
Badgley Phelps Wealth Managers left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #250 holding.
Badgley Phelps Wealth Managers first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
Badgley Phelps Wealth Managers's iShares National Muni Bond ETF position peaked at $626K in Q3 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.