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Bar Harbor Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Bar Harbor Wealth Management’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 		$1.21M Hold
11,278
– – 0.07% 144
2026
Q1 		$1.2M Buy
11,278
+6,509
+136% +$700K 0.07% 142
2025
Q4 		$511K Buy
4,769
+300
+7% +$32.1K 0.03% 188
2025
Q3 		$476K Hold
4,469
– – 0.03% 188
2025
Q2 		$467K Buy
+4,469
New +$465K 0.03% 184
2025
Q1 		– Sell
-3,219
Closed -$343K – 258
2024
Q4 		$343K Sell
3,219
-548
-15% -$58.9K 0.02% 203
2024
Q3 		$409K Sell
3,767
-200
-5% -$21.6K 0.03% 203
2024
Q2 		$423K Buy
3,967
+400
+11% +$42.6K 0.03% 195
2024
Q1 		$384K Buy
3,567
+279
+8% +$30.1K 0.03% 203
2023
Q4 		$356K Buy
+3,288
New +$344K 0.03% 200
2022
Q4 		– Sell
-3,693
Closed -$379K – 258
2022
Q3 		$379K Sell
3,693
-1,275
-26% -$136K 0.03% 201
2022
Q2 		$528K Buy
4,968
+539
+12% +$57.5K 0.04% 183
2022
Q1 		$485K Sell
4,429
-288
-6% -$32.5K 0.04% 159
2021
Q4 		$549K Sell
4,717
-1,444
-23% -$168K 0.05% 151
2021
Q3 		$716K Buy
6,161
+745
+14% +$87.3K 0.07% 136
2021
Q2 		$635K Hold
5,416
– – 0.06% 143
2021
Q1 		$629K Sell
5,416
-40
-0.7% -$4.67K 0.06% 145
2020
Q4 		$640K Hold
5,456
– – 0.06% 139
2020
Q3 		$633K Buy
5,456
+600
+12% +$69.7K 0.07% 136
2020
Q2 		$560K Buy
4,856
+2,325
+92% +$264K 0.06% 141
2020
Q1 		$286K Hold
2,531
– – 0.04% 196
2019
Q4 		$288K Hold
2,531
– – 0.03% 247
2019
Q3 		$289K Hold
2,531
– – 0.03% 258
2019
Q2 		$286K Hold
2,531
– – 0.03% 258
2019
Q1 		$281K Sell
2,531
-120
-5% -$13.2K 0.03% 248
2018
Q4 		$289K Buy
2,651
+330
+14% +$35.5K 0.04% 233
2018
Q3 		$250K Hold
2,321
– – 0.03% 271
2018
Q2 		$253K Hold
2,321
– – 0.03% 266
2018
Q1 		$253K Sell
2,321
-73
-3% -$7.96K 0.03% 267
2017
Q4 		$265K Sell
2,394
-200
-8% -$22.1K 0.03% 260
2017
Q3 		$288K Sell
2,594
-20
-0.8% -$2.22K 0.03% 249
2017
Q2 		$288K Hold
2,614
– – 0.03% 253
2017
Q1 		$285K Sell
2,614
-422
-14% -$45.8K 0.03% 262
2016
Q4 		$329K Hold
3,036
– – 0.04% 267
2016
Q3 		$342K Sell
3,036
-90
-3% -$10.2K 0.04% 256
2016
Q2 		$356K Sell
3,126
-9
-0.3% -$1.01K 0.04% 233
2016
Q1 		$350K Sell
3,135
-170
-5% -$18.9K 0.04% 228
2015
Q4 		$366K Buy
3,305
+85
+3% +$9.33K 0.05% 211
2015
Q3 		$352K Sell
3,220
-85
-3% -$9.25K 0.05% 213
2015
Q2 		$357K Buy
3,305
+175
+6% +$19.1K 0.04% 213
2015
Q1 		$346K Sell
3,130
-32
-1% -$3.54K 0.04% 218
2014
Q4 		$349K Sell
3,162
-135
-4% -$14.8K 0.04% 213
2014
Q3 		$361K Buy
3,297
+15
+0.5% +$1.64K 0.05% 199
2014
Q2 		$357K Sell
3,282
-20
-0.6% -$2.16K 0.04% 198
2014
Q1 		$354K Sell
3,302
-375
-10% -$39.8K 0.05% 205
2013
Q4 		$381K Buy
3,677
+22
+0.6% +$2.29K 0.05% 192
2013
Q3 		$382K Sell
3,655
-15
-0.4% -$1.55K 0.05% 192
2013
Q2 		$386K Buy
+3,670
New +$402K 0.06% 188

Other funds holding MUB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Bar Harbor Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 11,278 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #144.

Bar Harbor Wealth Management first reported a position in MUB in Q2 2013 and has held it in 48 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Bar Harbor Wealth Management held 11,278 shares of iShares National Muni Bond ETF worth $1.21M as of Q2 2026.
  • Bar Harbor Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.07% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Bar Harbor Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 48 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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