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Barnes Wealth Management Group’s iShares National Muni Bond ETF MUB Stock Holding History

Barnes Wealth Management Group’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 		$409K Buy
3,802
+74
+2% +$7.91K 0.19% 117
2026
Q1 		$396K Buy
3,728
+1,806
+94% +$194K 0.2% 114
2025
Q4 		$206K Buy
+1,922
New +$206K 0.11% 174
2025
Q1 		– Sell
-6,130
Closed -$653K – 166
2024
Q4 		$653K Buy
+6,130
New +$659K 0.44% 58

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

Barnes Wealth Management Group's MUB Position: Q2 2026 in Review

Barnes Wealth Management Group increased its iShares National Muni Bond ETF (MUB) stake by 2% in Q2 2026, buying an estimated $7.91K and bringing the position to 3,802 shares worth $409K. The position accounts for 0.19% of the portfolio, ranked #117.

Barnes Wealth Management Group first reported a position in MUB in Q4 2024 and has held it in 4 quarters since. The position peaked at $653K in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Barnes Wealth Management Group held 3,802 shares of iShares National Muni Bond ETF worth $409K as of Q2 2026.
  • Barnes Wealth Management Group bought 74 iShares National Muni Bond ETF shares in Q2 2026, an estimated $7.91K.
  • iShares National Muni Bond ETF made up 0.19% of Barnes Wealth Management Group's portfolio in Q2 2026, its #117 holding.
  • Barnes Wealth Management Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Barnes Wealth Management Group's iShares National Muni Bond ETF position peaked at $653K in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.