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

BCO 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 Q3	$8.58M	Buy	84,853 +1,661	+2%	+$174K	4.63%	7
2026 Q2	$8.95M	Sell	83,192 -1,783	-2%	-$191K	4.88%	7
2026 Q1	$9.02M	Buy	84,975 +6,726	+9%	+$723K	5.42%	6
2025 Q4	$8.38M	Sell	78,249 -6,969	-8%	-$746K	5.14%	7
2025 Q3	$9.07M	Sell	85,218 -2,114	-2%	-$221K	5.99%	6
2025 Q2	$9.12M	Sell	87,332 -2,886	-3%	-$300K	6.51%	6
2025 Q1	$9.5M	Sell	90,218 -2,066	-2%	-$220K	7.46%	6
2024 Q4	$9.8M	Buy	+92,284	New	+$9.9M	8.18%	6

Other funds holding MUB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

BCO Wealth Management's MUB Position: Q3 2026 in Review

BCO Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 2% in Q3 2026, buying an estimated $174K and bringing the position to 84,853 shares worth $8.58M. The position accounts for 4.63% of the portfolio, ranked #7.

BCO Wealth Management first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.8M in Q4 2024. 740 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

BCO Wealth Management held 84,853 shares of iShares National Muni Bond ETF worth $8.58M as of Q3 2026.
BCO Wealth Management bought 1,661 iShares National Muni Bond ETF shares in Q3 2026, an estimated $174K.
iShares National Muni Bond ETF made up 4.63% of BCO Wealth Management's portfolio in Q3 2026, its #7 holding.
BCO Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
BCO Wealth Management's iShares National Muni Bond ETF position peaked at $9.8M in Q4 2024.
740 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.