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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
Q2 		$7.54M Buy
70,033
+5,731
+9% +$613K 1.73% 17
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bare Financial Services's MUB Position: Q2 2026 in Review

Bare Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 8.9% in Q2 2026, buying an estimated $613K and bringing the position to 70,033 shares worth $7.54M. The position accounts for 1.73% of the portfolio, ranked #17.

Bare Financial Services first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Bare Financial Services held 70,033 shares of iShares National Muni Bond ETF worth $7.54M as of Q2 2026.
  • Bare Financial Services bought 5,731 iShares National Muni Bond ETF shares in Q2 2026, an estimated $613K.
  • iShares National Muni Bond ETF made up 1.73% of Bare Financial Services's portfolio in Q2 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 11 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.