Bare Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Bare Financial Services’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	$6.83M	Buy	64,302 +10,989	+21%	+$1.18M	1.8%	17
2025 Q4	$5.71M	Buy	53,313 +18,356	+53%	+$1.97M	1.59%	17
2025 Q3	$3.72M	Buy	34,957 +1,031	+3%	+$108K	1.11%	21
2025 Q2	$3.54M	Sell	33,926 -4,706	-12%	-$489K	1.2%	17
2025 Q1	$4.07M	Buy	38,632 +660	+2%	+$70.2K	1.57%	16
2024 Q4	$4.05M	Buy	37,972 +7,867	+26%	+$845K	1.63%	16
2024 Q3	$3.27M	Buy	30,105 +4,829	+19%	+$520K	1.34%	20
2024 Q2	$2.72M	Buy	25,276 +3,014	+14%	+$321K	1.43%	21
2024 Q1	$2.37M	Buy	22,262 +19,078	+599%	+$2.06M	2.27%	16
2023 Q4	$345K	Buy	+3,184	New	+$333K	0.7%	18

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bare Financial Services's MUB Position: Q1 2026 in Review

Bare Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 21% in Q1 2026, buying an estimated $1.18M and bringing the position to 64,302 shares worth $6.83M. The position accounts for 1.8% of the portfolio, ranked #17.

Bare Financial Services first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Bare Financial Services held 64,302 shares of iShares National Muni Bond ETF worth $6.83M as of Q1 2026.
Bare Financial Services bought 10,989 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.18M.
iShares National Muni Bond ETF made up 1.8% of Bare Financial Services's portfolio in Q1 2026, its #17 holding.
Bare Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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