Bar Harbor Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Bar Harbor Wealth Management’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$434K	Hold	41,682	–	–	0.02%	193
2026 Q1	$428K	Hold	41,682	–	–	0.03%	192
2025 Q4	$435K	Hold	41,682	–	–	0.03%	196
2025 Q3	$431K	Hold	41,682	–	–	0.03%	193
2025 Q2	$413K	Hold	41,682	–	–	0.03%	190
2025 Q1	$429K	Hold	41,682	–	–	0.03%	187
2024 Q4	$425K	Hold	41,682	–	–	0.03%	187
2024 Q3	$452K	Hold	41,682	–	–	0.03%	193
2024 Q2	$431K	Hold	41,682	–	–	0.03%	190
2024 Q1	$436K	Hold	41,682	–	–	0.03%	193
2023 Q4	$424K	Buy	41,682 +22,760	+120%	+$215K	0.03%	190
2023 Q3	$169K	Hold	18,922	–	–	0.01%	239
2023 Q2	$188K	Hold	18,922	–	–	0.01%	246
2023 Q1	$195K	Hold	18,922	–	–	0.02%	235
2022 Q4	$191K	Buy	+18,922	New	+$187K	0.02%	242
2022 Q3	–	Sell	-18,122	Closed	-$192K	–	261
2022 Q2	$192K	Hold	18,122	–	–	0.02%	256
2022 Q1	$211K	Hold	18,122	–	–	0.02%	224
2021 Q4	$237K	Hold	18,122	–	–	0.02%	215
2021 Q3	$242K	Hold	18,122	–	–	0.02%	216
2021 Q2	$246K	Hold	18,122	–	–	0.02%	221
2021 Q1	$235K	Hold	18,122	–	–	0.02%	229
2020 Q4	$233K	Hold	18,122	–	–	0.02%	218
2020 Q3	$221K	Hold	18,122	–	–	0.02%	217
2020 Q2	$218K	Hold	18,122	–	–	0.03%	214
2020 Q1	$217K	Hold	18,122	–	–	0.03%	223
2019 Q4	$241K	Hold	18,122	–	–	0.03%	270
2019 Q3	$249K	Hold	18,122	–	–	0.03%	273
2019 Q2	$248K	Hold	18,122	–	–	0.03%	279
2019 Q1	$239K	Hold	18,122	–	–	0.03%	262
2018 Q4	$230K	Hold	18,122	–	–	0.03%	258
2018 Q3	$219K	Hold	18,122	–	–	0.02%	286
2018 Q2	$230K	Hold	18,122	–	–	0.03%	284
2018 Q1	$236K	Hold	18,122	–	–	0.03%	276
2017 Q4	$255K	Buy	+18,122	New	+$257K	0.03%	266

Other funds holding MMU

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bar Harbor Wealth Management's MMU Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Western Asset Managed Municipals Fund (MMU) position steady in Q2 2026 at 41,682 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #193.

Bar Harbor Wealth Management first reported a position in MMU in Q4 2017 and has held it in 34 quarters since. The position peaked at $452K in Q3 2024. 14 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Bar Harbor Wealth Management held 41,682 shares of Western Asset Managed Municipals Fund worth $434K as of Q2 2026.
Bar Harbor Wealth Management left its Western Asset Managed Municipals Fund share count unchanged in Q2 2026.
Western Asset Managed Municipals Fund made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #193 holding.
Bar Harbor Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q4 2017 and has held it in 34 quarters since.
Bar Harbor Wealth Management's Western Asset Managed Municipals Fund position peaked at $452K in Q3 2024.
14 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.