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Bartlett & Co Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Bartlett & Co 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
Q1 		$9.29M Buy
86,822
+511
+0.6% +$54.9K 0.12% 108
2025
Q4 		$9.24M Buy
86,311
+18,022
+26% +$1.93M 0.12% 109
2025
Q3 		$7.27M Buy
68,289
+3,774
+6% +$395K 0.1% 121
2025
Q2 		$6.74M Sell
64,515
-329
-0.5% -$34.2K 0.09% 121
2025
Q1 		$6.84M Sell
64,844
-2,233
-3% -$237K 0.1% 117
2024
Q4 		$7.15M Buy
67,077
+930
+1% +$99.9K 0.1% 117
2024
Q3 		$7.19M Sell
66,147
-1,199
-2% -$129K 0.1% 117
2024
Q2 		$7.18M Buy
67,346
+4,869
+8% +$519K 0.11% 111
2024
Q1 		$6.72M Buy
62,477
+2,728
+5% +$294K 0.1% 121
2023
Q4 		$6.48M Sell
59,749
-31,393
-34% -$3.28M 0.11% 126
2023
Q3 		$9.35M Buy
91,142
+3,113
+4% +$328K 0.17% 95
2023
Q2 		$9.4M Sell
88,029
-934
-1% -$99.8K 0.16% 97
2023
Q1 		$9.58M Buy
88,963
+242
+0.3% +$25.9K 0.19% 94
2022
Q4 		$9.36M Sell
88,721
-7,758
-8% -$809K 0.19% 95
2022
Q3 		$9.9M Sell
96,479
-1,715
-2% -$182K 0.21% 87
2022
Q2 		$10.4M Buy
98,194
+26,010
+36% +$2.78M 0.21% 91
2022
Q1 		$7.91M Buy
72,184
+4,190
+6% +$473K 0.14% 109
2021
Q4 		$7.91M Buy
67,994
+3,616
+6% +$420K 0.13% 111
2021
Q3 		$7.48M Buy
64,378
+5,474
+9% +$642K 0.14% 104
2021
Q2 		$6.9M Sell
58,904
-1,575
-3% -$184K 0.13% 114
2021
Q1 		$7.02M Buy
60,479
+1,500
+3% +$175K 0.14% 108
2020
Q4 		$6.91M Buy
58,979
+6,502
+12% +$755K 0.15% 111
2020
Q3 		$6.08M Buy
52,477
+1,505
+3% +$175K 0.14% 112
2020
Q2 		$5.88M Buy
50,972
+9,945
+24% +$1.13M 0.15% 112
2020
Q1 		$4.64M Buy
41,027
+1,797
+5% +$205K 0.14% 114
2019
Q4 		$4.47M Buy
39,230
+3,485
+10% +$397K 0.11% 128
2019
Q3 		$4.08M Buy
35,745
+8,020
+29% +$915K 0.11% 126
2019
Q2 		$3.14M Buy
27,725
+2,720
+11% +$305K 0.12% 105
2019
Q1 		$2.78M Buy
25,005
+895
+4% +$98.1K 0.11% 112
2018
Q4 		$2.63M Buy
24,110
+10,945
+83% +$1.18M 0.11% 112
2018
Q3 		$1.42M Buy
13,165
+3,100
+31% +$337K 0.05% 147
2018
Q2 		$1.1M Buy
10,065
+2,865
+40% +$311K 0.04% 157
2018
Q1 		$784K Buy
+7,200
New +$785K 0.03% 175

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's MUB Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.59% in Q1 2026, buying an estimated $54.9K and bringing the position to 86,822 shares worth $9.29M. The position accounts for 0.12% of the portfolio, ranked #108.

Bartlett & Co Wealth Management first reported a position in MUB in Q1 2018 and has held it in 33 quarters since. The position peaked at $10.4M in Q2 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Bartlett & Co Wealth Management held 86,822 shares of iShares National Muni Bond ETF worth $9.29M as of Q1 2026.
  • Bartlett & Co Wealth Management bought 511 iShares National Muni Bond ETF shares in Q1 2026, an estimated $54.9K.
  • iShares National Muni Bond ETF made up 0.12% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's iShares National Muni Bond ETF position peaked at $10.4M in Q2 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.