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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
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 $1.37T 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

Basepoint Wealth's MUB Position: Q1 2026 in Review

Basepoint Wealth increased its iShares National Muni Bond ETF (MUB) stake by 29% in Q1 2026, buying an estimated $15.5K and bringing the position to 638 shares worth $67.7K. 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 5 quarters since. The position peaked at $231K in Q1 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Basepoint Wealth held 638 shares of iShares National Muni Bond ETF worth $67.7K as of Q1 2026.
  • Basepoint Wealth bought 144 iShares National Muni Bond ETF shares in Q1 2026, an estimated $15.5K.
  • iShares National Muni Bond ETF made up 0.04% of Basepoint Wealth's portfolio in Q1 2026, its #182 holding.
  • Basepoint Wealth first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • Basepoint Wealth's iShares National Muni Bond ETF position peaked at $231K in Q1 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.