BCA
MUB icon

Bay Colony Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Bay Colony Advisors’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 		$329K Buy
3,059
+32
+1% +$3.42K 0.04% 356
2026
Q1 		$321K Buy
3,027
+189
+7% +$20.3K 0.04% 374
2025
Q4 		$304K Buy
2,838
+4
+0.1% +$428 0.04% 386
2025
Q3 		$302K Buy
2,834
+212
+8% +$22.2K 0.04% 390
2025
Q2 		$274K Buy
+2,622
New +$273K 0.04% 369
2024
Q1 		– Sell
-2,058
Closed -$223K – 425
2023
Q4 		$223K Buy
2,058
+64
+3% +$6.69K 0.04% 328
2023
Q3 		$204K Sell
1,994
-83
-4% -$8.76K 0.05% 307
2023
Q2 		$222K Sell
2,077
-338
-14% -$36.1K 0.05% 297
2023
Q1 		$260K Sell
2,415
-38
-2% -$4.06K 0.07% 262
2022
Q4 		$259K Buy
+2,453
New +$256K 0.07% 277
2022
Q3 		– Sell
-2,204
Closed -$239K – 345
2022
Q2 		$239K Buy
2,204
+359
+19% +$38.3K 0.06% 282
2022
Q1 		$202K Hold
1,845
– – 0.05% 338
2021
Q4 		$215K Sell
1,845
-101
-5% -$11.7K 0.06% 338
2021
Q3 		$226K Sell
1,946
-32
-2% -$3.75K 0.07% 307
2021
Q2 		$232K Sell
1,978
-223
-10% -$26.1K 0.08% 310
2021
Q1 		$255K Sell
2,201
-55
-2% -$6.42K 0.1% 258
2020
Q4 		$264K Sell
2,256
-1
-0% -$116 0.14% 213
2020
Q3 		$262K Sell
2,257
-53
-2% -$6.16K 0.16% 182
2020
Q2 		$267K Buy
2,310
+505
+28% +$57.3K 0.19% 151
2020
Q1 		$204K Sell
1,805
-1,347
-43% -$154K 0.19% 149
2019
Q4 		$363K Sell
3,152
-1,113
-26% -$127K 0.24% 149
2019
Q3 		$487K Hold
4,265
– – 0.33% 108
2019
Q2 		$482K Hold
4,265
– – 0.31% 90
2019
Q1 		$475K Buy
+4,265
New +$468K 0.31% 93
2018
Q3 		– Sell
-500
Closed -$55K – 644
2018
Q2 		$55K Buy
+500
New +$54.3K 0.04% 353

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

Bay Colony Advisors's MUB Position: Q2 2026 in Review

Bay Colony Advisors increased its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q2 2026, buying an estimated $3.42K and bringing the position to 3,059 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #356.

Bay Colony Advisors first reported a position in MUB in Q2 2018 and has held it in 25 quarters since. The position peaked at $487K in Q3 2019. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Bay Colony Advisors held 3,059 shares of iShares National Muni Bond ETF worth $329K as of Q2 2026.
  • Bay Colony Advisors bought 32 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.42K.
  • iShares National Muni Bond ETF made up 0.04% of Bay Colony Advisors's portfolio in Q2 2026, its #356 holding.
  • Bay Colony Advisors first reported a position in iShares National Muni Bond ETF in Q2 2018 and has held it in 25 quarters since.
  • Bay Colony Advisors's iShares National Muni Bond ETF position peaked at $487K in Q3 2019.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.