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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
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 		$9.51M Sell
90,218
-2,066
-2% -$220K 7.46% 6
2024
Q4 		$9.83M Buy
+92,284
New +$9.91M 8.18% 6

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

BCO Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q2 2026, selling an estimated $191K and leaving 83,192 shares worth $8.95M. The position accounts for 4.88% of the portfolio, ranked #7.

BCO Wealth Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.83M in Q4 2024. 594 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • BCO Wealth Management held 83,192 shares of iShares National Muni Bond ETF worth $8.95M as of Q2 2026.
  • BCO Wealth Management sold 1,783 iShares National Muni Bond ETF shares in Q2 2026, an estimated $191K.
  • iShares National Muni Bond ETF made up 4.88% of BCO Wealth Management's portfolio in Q2 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 7 quarters since.
  • BCO Wealth Management's iShares National Muni Bond ETF position peaked at $9.83M in Q4 2024.
  • 594 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.