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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
Q2 		– Sell
-4,400
Closed -$467K – 340
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Badgley Phelps Wealth Managers's MUB Position: Q2 2026 in Review

Badgley Phelps Wealth Managers sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 4,400 shares — an estimated $467K sold.

Badgley Phelps Wealth Managers first reported a position in MUB in Q2 2022 and held it in 16 quarters. The position peaked at $626K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Badgley Phelps Wealth Managers reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 4,400 iShares National Muni Bond ETF shares in Q2 2026, an estimated $467K.
  • Badgley Phelps Wealth Managers first reported a position in iShares National Muni Bond ETF in Q2 2022 and held it in 16 quarters.
  • Badgley Phelps Wealth Managers's iShares National Muni Bond ETF position peaked at $626K in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.