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

BCGM 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
Q2 		$4.4M Sell
40,894
-1,038
-2% -$111K 0.93% 31
2026
Q1 		$4.45M Sell
41,932
-1,280
-3% -$138K 1.12% 30
2025
Q4 		$4.63M Sell
43,212
-92
-0.2% -$9.85K 1.18% 26
2025
Q3 		$4.61M Buy
43,304
+4,675
+12% +$489K 1.2% 25
2025
Q2 		$4.04M Sell
38,629
-3,790
-9% -$394K 1.14% 29
2025
Q1 		$4.47M Sell
42,419
-6,029
-12% -$641K 1.37% 18
2024
Q4 		$5.16M Buy
48,448
+5,431
+13% +$583K 1.64% 13
2024
Q3 		$4.67M Buy
43,017
+5,580
+15% +$601K 1.52% 15
2024
Q2 		$3.99M Buy
37,437
+6,608
+21% +$704K 1.38% 16
2024
Q1 		$3.32M Buy
30,829
+1,348
+5% +$145K 1.19% 25
2023
Q4 		$3.2M Sell
29,481
-6,427
-18% -$672K 1.3% 21
2023
Q3 		$3.68M Buy
35,908
+446
+1% +$47K 1.69% 13
2023
Q2 		$3.78M Buy
35,462
+8,138
+30% +$870K 1.67% 15
2023
Q1 		$2.94M Buy
27,324
+285
+1% +$30.5K 1.48% 16
2022
Q4 		$2.85M Buy
27,039
+6,812
+34% +$710K 1.39% 19
2022
Q3 		$2.06M Buy
20,227
+2,887
+17% +$307K 1.03% 28
2022
Q2 		$1.88M Buy
17,340
+3,631
+26% +$387K 0.95% 25
2022
Q1 		$1.46M Sell
13,709
-819
-6% -$92.4K 0.8% 31
2021
Q4 		$1.69M Sell
14,528
-32
-0.2% -$3.72K 0.91% 21
2021
Q3 		$1.69M Sell
14,560
-568
-4% -$66.6K 0.94% 22
2021
Q2 		$1.78M Sell
15,128
-103
-0.7% -$12K 1.05% 20
2021
Q1 		$1.78M Sell
15,231
-428
-3% -$49.9K 1.22% 19
2020
Q4 		$1.84M Buy
+15,659
New +$1.82M 1.31% 15

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

BCGM Wealth Management's MUB Position: Q2 2026 in Review

BCGM Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 2.5% in Q2 2026, selling an estimated $111K and leaving 40,894 shares worth $4.4M. The position accounts for 0.93% of the portfolio, ranked #31.

BCGM Wealth Management first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.16M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • BCGM Wealth Management held 40,894 shares of iShares National Muni Bond ETF worth $4.4M as of Q2 2026.
  • BCGM Wealth Management sold 1,038 iShares National Muni Bond ETF shares in Q2 2026, an estimated $111K.
  • iShares National Muni Bond ETF made up 0.93% of BCGM Wealth Management's portfolio in Q2 2026, its #31 holding.
  • BCGM Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's iShares National Muni Bond ETF position peaked at $5.16M in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.