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Basepoint Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Basepoint Wealth’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 		$69.2K Buy
643
+5
+0.8% +$535 0.04% 182
2026
Q1 		$67.7K Buy
638
+144
+29% +$15.5K 0.04% 182
2025
Q4 		$53K Buy
+494
New +$52.9K 0.03% 206
2024
Q4 		– Sell
-2,036
Closed -$221K – 113
2024
Q3 		$221K Buy
2,036
+140
+7% +$15.1K 0.16% 100
2024
Q2 		$202K Sell
1,896
-253
-12% -$26.9K 0.16% 107
2024
Q1 		$231K Buy
+2,149
New +$232K 0.17% 105

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

Basepoint Wealth's MUB Position: Q2 2026 in Review

Basepoint Wealth increased its iShares National Muni Bond ETF (MUB) stake by 0.78% in Q2 2026, buying an estimated $535 and bringing the position to 643 shares worth $69.2K. The position accounts for 0.04% of the portfolio, ranked #182.

Basepoint Wealth first reported a position in MUB in Q1 2024 and has held it in 6 quarters since. The position peaked at $231K in Q1 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Basepoint Wealth held 643 shares of iShares National Muni Bond ETF worth $69.2K as of Q2 2026.
  • Basepoint Wealth bought 5 iShares National Muni Bond ETF shares in Q2 2026, an estimated $535.
  • iShares National Muni Bond ETF made up 0.04% of Basepoint Wealth's portfolio in Q2 2026, its #182 holding.
  • Basepoint Wealth first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Basepoint Wealth's iShares National Muni Bond ETF position peaked at $231K in Q1 2024.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.