Baker Boyer National Bank’s iShares National Muni Bond ETF MUB Stock Holding History

Baker Boyer National Bank’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	$276K	Hold	2,560	–	–	0.08%	77
2026 Q1	$272K	Hold	2,560	–	–	0.08%	76
2025 Q4	$274K	Hold	2,560	–	–	0.08%	78
2025 Q3	$273K	Hold	2,560	–	–	0.09%	67
2025 Q2	$267K	Hold	2,560	–	–	0.09%	66
2025 Q1	$270K	Hold	2,560	–	–	0.1%	61
2024 Q4	$273K	Hold	2,560	–	–	0.09%	67
2024 Q3	$278K	Hold	2,560	–	–	0.09%	69
2024 Q2	$273K	Hold	2,560	–	–	0.1%	69
2024 Q1	$275K	Sell	2,560 -553	-18%	-$59.7K	0.09%	73
2023 Q4	$337K	Hold	3,113	–	–	0.12%	66
2023 Q3	$319K	Hold	3,113	–	–	0.13%	68
2023 Q2	$332K	Hold	3,113	–	–	0.12%	65
2023 Q1	$335K	Hold	3,113	–	–	0.13%	57
2022 Q4	$328K	Hold	3,113	–	–	0.14%	60
2022 Q3	$319K	Hold	3,113	–	–	0.14%	56
2022 Q2	$331K	Hold	3,113	–	–	0.17%	58
2022 Q1	$341K	Hold	3,113	–	–	0.16%	64
2021 Q4	$362K	Buy	+3,113	New	+$361K	0.17%	62
2021 Q2	$331K	Buy	+3,113	New	+$364K	0.17%	58
2018 Q1	$218K	Buy	+2,000	New	+$218K	0.66%	62

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Baker Boyer National Bank's MUB Position: Q2 2026 in Review

Baker Boyer National Bank held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,560 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #77.

Baker Boyer National Bank first reported a position in MUB in Q1 2018 and has held it in 21 quarters since. The position peaked at $362K in Q4 2021. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Baker Boyer National Bank held 2,560 shares of iShares National Muni Bond ETF worth $276K as of Q2 2026.
Baker Boyer National Bank left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.08% of Baker Boyer National Bank's portfolio in Q2 2026, its #77 holding.
Baker Boyer National Bank first reported a position in iShares National Muni Bond ETF in Q1 2018 and has held it in 21 quarters since.
Baker Boyer National Bank's iShares National Muni Bond ETF position peaked at $362K in Q4 2021.
855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.