Baltimore-Washington Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Baltimore-Washington Financial Advisors’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	$251K	Buy	+2,330	New	+$249K	0.01%	183
2015 Q4	–	Sell	-570	Closed	-$62K	–	198
2015 Q3	$62K	Hold	570	–	–	0.02%	120
2015 Q2	$61K	Buy	570 +270	+90%	+$29.4K	0.02%	120
2015 Q1	$33K	Buy	+300	New	+$33.2K	0.01%	159

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MUB Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 2,330 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings. This is a return to the name: Baltimore-Washington Financial Advisors previously reported a position in MUB as recently as Q3 2015.

Baltimore-Washington Financial Advisors first reported a position in MUB in Q1 2015 and has held it in 4 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Baltimore-Washington Financial Advisors held 2,330 shares of iShares National Muni Bond ETF worth $251K as of Q2 2026.
iShares National Muni Bond ETF was a new Baltimore-Washington Financial Advisors position in Q2 2026.
iShares National Muni Bond ETF made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #183 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares National Muni Bond ETF in Q1 2015 and has held it in 4 quarters since.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.