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

Beaird Harris 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 		$4.29M Sell
39,886
-216
-0.5% -$23.1K 0.27% 42
2026
Q1 		$4.26M Sell
40,102
-976
-2% -$105K 0.29% 39
2025
Q4 		$4.4M Buy
41,078
+992
+2% +$106K 0.3% 40
2025
Q3 		$4.27M Buy
40,086
+942
+2% +$98.6K 0.3% 40
2025
Q2 		$4.09M Buy
39,144
+8,623
+28% +$897K 0.32% 39
2025
Q1 		$3.22M Sell
30,521
-9,578
-24% -$1.02M 0.27% 40
2024
Q4 		$4.27M Sell
40,099
-2,555
-6% -$275K 0.37% 36
2024
Q3 		$4.63M Buy
42,654
+213
+0.5% +$23K 0.4% 34
2024
Q2 		$4.52M Buy
42,441
+15,027
+55% +$1.6M 0.43% 33
2024
Q1 		$2.95M Buy
27,414
+127
+0.5% +$13.7K 0.29% 37
2023
Q4 		$2.96M Sell
27,287
-57,332
-68% -$5.99M 0.31% 37
2023
Q3 		$8.68M Buy
84,619
+75,769
+856% +$7.99M 1.04% 19
2023
Q2 		$945K Buy
+8,850
New +$946K 0.11% 45
2022
Q2 		– Sell
-7
Closed -$1K – 529
2022
Q1 		$1K Buy
7
+3
+75% +$339 ﹤0.01% 566
2021
Q4 		$0 Buy
+4
New +$464 ﹤0.01% 661

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

Beaird Harris Wealth Management's MUB Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 0.54% in Q2 2026, selling an estimated $23.1K and leaving 39,886 shares worth $4.29M. The position accounts for 0.27% of the portfolio, ranked #42.

Beaird Harris Wealth Management first reported a position in MUB in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.68M in Q3 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Beaird Harris Wealth Management held 39,886 shares of iShares National Muni Bond ETF worth $4.29M as of Q2 2026.
  • Beaird Harris Wealth Management sold 216 iShares National Muni Bond ETF shares in Q2 2026, an estimated $23.1K.
  • iShares National Muni Bond ETF made up 0.27% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Beaird Harris Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Beaird Harris Wealth Management's iShares National Muni Bond ETF position peaked at $8.68M in Q3 2023.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.