Bailard’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.34M Sell
22,031
-1,447
-6% -$156K 0.05% 213
2025
Q4
$2.51M Sell
23,478
-2,345
-9% -$251K 0.06% 209
2025
Q3
$2.75M Sell
25,823
-38,155
-60% -$3.99M 0.06% 212
2025
Q2
$6.68M Buy
63,978
+9,591
+18% +$997K 0.16% 117
2025
Q1
$5.73M Sell
54,387
-35,828
-40% -$3.81M 0.15% 124
2024
Q4
$9.61M Sell
90,215
-153,960
-63% -$16.5M 0.25% 94
2024
Q3
$26.5M Sell
244,175
-225
-0.1% -$24.2K 0.69% 29
2024
Q2
$26M Sell
244,400
-5,170
-2% -$551K 0.72% 31
2024
Q1
$26.9M Buy
249,570
+1,230
+0.5% +$133K 0.74% 30
2023
Q4
$26.9M Sell
248,340
-118,482
-32% -$12.4M 0.8% 27
2023
Q3
$37.6M Buy
366,822
+47,781
+15% +$5.04M 1.25% 16
2023
Q2
$34.1M Sell
319,041
-9,924
-3% -$1.06M 1.19% 20
2023
Q1
$35.4M Buy
328,965
+131,429
+67% +$14M 1.27% 17
2022
Q4
$20.8M Sell
197,536
-445,055
-69% -$46.4M 0.79% 27
2022
Q3
$65.9M Buy
642,591
+473,872
+281% +$50.4M 2.73% 6
2022
Q2
$17.9M Buy
168,719
+63,754
+61% +$6.8M 0.71% 30
2022
Q1
$11.5M Sell
104,965
-235,195
-69% -$26.5M 0.39% 57
2021
Q4
$39.6M Buy
340,160
+35,655
+12% +$4.14M 1.26% 14
2021
Q3
$35.4M Sell
304,505
-71,440
-19% -$8.37M 1.21% 15
2021
Q2
$44.1M Buy
375,945
+14,165
+4% +$1.66M 1.52% 11
2021
Q1
$42M Buy
361,780
+213
+0.1% +$24.8K 1.56% 11
2020
Q4
$42.4M Sell
361,567
-11,737
-3% -$1.36M 1.93% 9
2020
Q3
$43.3M Buy
373,304
+26,648
+8% +$3.1M 2.24% 9
2020
Q2
$40M Buy
346,656
+92,666
+36% +$10.5M 2.23% 11
2020
Q1
$28.7M Buy
253,990
+13,504
+6% +$1.54M 2.04% 10
2019
Q4
$27.4M Buy
240,486
+26,521
+12% +$3.02M 1.54% 13
2019
Q3
$24.4M Buy
213,965
+96,534
+82% +$11M 1.48% 12
2019
Q2
$13.3M Buy
117,431
+16,646
+17% +$1.86M 0.81% 21
2019
Q1
$11.2M Buy
100,785
+43,835
+77% +$4.81M 0.7% 27
2018
Q4
$6.21M Buy
56,950
+40,115
+238% +$4.32M 0.42% 52
2018
Q3
$1.82M Sell
16,835
-22,608
-57% -$2.46M 0.11% 167
2018
Q2
$4.3M Buy
39,443
+21,308
+117% +$2.31M 0.26% 88
2018
Q1
$1.98M Buy
18,135
+12,845
+243% +$1.4M 0.13% 164
2017
Q4
$586K Sell
5,290
-6,795
-56% -$752K 0.04% 295
2017
Q3
$1.34M Sell
12,085
-11,220
-48% -$1.24M 0.1% 151
2017
Q2
$2.57M Sell
23,305
-100,812
-81% -$11.1M 0.21% 115
2017
Q1
$13.5M Sell
124,117
-13,358
-10% -$1.45M 1.12% 15
2016
Q4
$14.9M Buy
+137,475
New +$15.1M 1.38% 11
2016
Q3
Sell
-3,960
Closed -$451K 330
2016
Q2
$451K Buy
3,960
+1,740
+78% +$196K 0.05% 205
2016
Q1
$248K Buy
+2,220
New +$247K 0.03% 223
2014
Q1
Sell
-2,845
Closed -$295K 241
2013
Q4
$295K Sell
2,845
-136,638
-98% -$14.3M 0.05% 175
2013
Q3
$14.6M Buy
139,483
+1,111
+0.8% +$115K 2.77% 8
2013
Q2
$14.5M Buy
+138,372
New +$15.1M 2.64% 6

Other funds holding MUB

Bailard's MUB Position: Q1 2026 in Review

Bailard reduced its iShares National Muni Bond ETF (MUB) stake by 6.2% in Q1 2026, selling an estimated $156K and leaving 22,031 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #213.

Bailard first reported a position in MUB in Q2 2013 and has held it in 43 quarters since. The position peaked at $65.9M in Q3 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Bailard held 22,031 shares of iShares National Muni Bond ETF worth $2.34M as of Q1 2026.
  • Bailard sold 1,447 iShares National Muni Bond ETF shares in Q1 2026, an estimated $156K.
  • iShares National Muni Bond ETF made up 0.05% of Bailard's portfolio in Q1 2026, its #213 holding.
  • Bailard first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 43 quarters since.
  • Bailard's iShares National Muni Bond ETF position peaked at $65.9M in Q3 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.