Baird Financial Group
MUB icon

Baird Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Baird Financial Group’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 		$36M Buy
339,274
+11,052
+3% +$1.19M 0.06% 231
2025
Q4 		$35.2M Sell
328,222
-27,815
-8% -$2.98M 0.05% 228
2025
Q3 		$37.9M Buy
356,037
+5,459
+2% +$571K 0.06% 223
2025
Q2 		$36.6M Buy
350,578
+26,552
+8% +$2.76M 0.06% 235
2025
Q1 		$34.2M Sell
324,026
-62,342
-16% -$6.63M 0.07% 239
2024
Q4 		$41.2M Buy
386,368
+77,715
+25% +$8.35M 0.08% 225
2024
Q3 		$33.5M Buy
308,653
+17,206
+6% +$1.85M 0.07% 250
2024
Q2 		$31.1M Buy
291,447
+85
+0% +$9.05K 0.06% 252
2024
Q1 		$31.4M Sell
291,362
-100,724
-26% -$10.9M 0.07% 253
2023
Q4 		$42.5M Buy
392,086
+234,388
+149% +$24.5M 0.1% 207
2023
Q3 		$16.2M Buy
157,698
+21,094
+15% +$2.22M 0.04% 330
2023
Q2 		$14.6M Sell
136,604
-120,444
-47% -$12.9M 0.04% 362
2023
Q1 		$27.7M Sell
257,048
-48,802
-16% -$5.21M 0.07% 259
2022
Q4 		$32.3M Sell
305,850
-39,761
-12% -$4.14M 0.09% 229
2022
Q3 		$35.5M Sell
345,611
-465,929
-57% -$49.5M 0.1% 209
2022
Q2 		$86.3M Buy
811,540
+553,382
+214% +$59.1M 0.24% 94
2022
Q1 		$28.3M Buy
258,158
+154,770
+150% +$17.5M 0.07% 255
2021
Q4 		$12M Buy
103,388
+5,885
+6% +$683K 0.03% 402
2021
Q3 		$11.3M Buy
97,503
+8,648
+10% +$1.01M 0.03% 395
2021
Q2 		$10.4M Sell
88,855
-21,211
-19% -$2.48M 0.03% 423
2021
Q1 		$12.8M Buy
110,066
+40,898
+59% +$4.77M 0.04% 364
2020
Q4 		$8.11M Sell
69,168
-9,136
-12% -$1.06M 0.02% 425
2020
Q3 		$9.08M Buy
78,304
+11,733
+18% +$1.36M 0.03% 381
2020
Q2 		$7.68M Buy
66,571
+42,586
+178% +$4.83M 0.03% 387
2020
Q1 		$2.71M Sell
23,985
-24,921
-51% -$2.84M 0.01% 602
2019
Q4 		$5.57M Buy
48,906
+461
+1% +$52.5K 0.02% 503
2019
Q3 		$5.53M Buy
48,445
+3,315
+7% +$378K 0.02% 482
2019
Q2 		$5.1M Buy
45,130
+14,162
+46% +$1.59M 0.02% 504
2019
Q1 		$3.44M Sell
30,968
-39,302
-56% -$4.31M 0.02% 533
2018
Q4 		$7.66M Buy
70,270
+36,394
+107% +$3.92M 0.05% 338
2018
Q3 		$3.65M Sell
33,876
-2,115
-6% -$230K 0.02% 522
2018
Q2 		$3.92M Sell
35,991
-15,485
-30% -$1.68M 0.03% 486
2018
Q1 		$5.61M Buy
51,476
+3,422
+7% +$373K 0.04% 403
2017
Q4 		$5.32M Buy
48,054
+3,243
+7% +$359K 0.04% 408
2017
Q3 		$4.97M Buy
44,811
+648
+1% +$71.9K 0.04% 418
2017
Q2 		$4.86M Buy
44,163
+2,893
+7% +$318K 0.04% 413
2017
Q1 		$4.5M Buy
41,270
+4,429
+12% +$480K 0.04% 421
2016
Q4 		$3.98M Sell
36,841
-5,822
-14% -$638K 0.03% 418
2016
Q3 		$4.81M Buy
42,663
+2,294
+6% +$260K 0.04% 379
2016
Q2 		$4.59M Buy
40,369
+7,992
+25% +$899K 0.04% 376
2016
Q1 		$3.62M Buy
32,377
+5,050
+18% +$562K 0.03% 419
2015
Q4 		$3.02M Buy
27,327
+2,626
+11% +$288K 0.03% 446
2015
Q3 		$2.71M Buy
24,701
+2,584
+12% +$281K 0.03% 456
2015
Q2 		$2.39M Buy
+22,117
New +$2.41M 0.02% 508

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group's MUB Position: Q1 2026 in Review

Baird Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 3.4% in Q1 2026, buying an estimated $1.19M and bringing the position to 339,274 shares worth $36M. The position accounts for 0.06% of the portfolio, ranked #231.

Baird Financial Group first reported a position in MUB in Q2 2015 and has held it in 44 quarters since. The position peaked at $86.3M in Q2 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Baird Financial Group held 339,274 shares of iShares National Muni Bond ETF worth $36M as of Q1 2026.
  • Baird Financial Group bought 11,052 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.19M.
  • iShares National Muni Bond ETF made up 0.06% of Baird Financial Group's portfolio in Q1 2026, its #231 holding.
  • Baird Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's iShares National Muni Bond ETF position peaked at $86.3M in Q2 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.