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Beaumont Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Beaumont Financial 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 		$1.43M Sell
13,263
-656
-5% -$70.2K 0.09% 138
2026
Q1 		$1.48M Sell
13,919
-632
-4% -$68K 0.1% 125
2025
Q4 		$1.56M Sell
14,551
-661
-4% -$70.8K 0.1% 117
2025
Q3 		$1.62M Sell
15,212
-171
-1% -$17.9K 0.11% 115
2025
Q2 		$1.61M Sell
15,383
-3,413
-18% -$355K 0.12% 109
2025
Q1 		$1.98M Sell
18,796
-3,719
-17% -$396K 0.16% 88
2024
Q4 		$2.4M Buy
22,515
+1,425
+7% +$153K 0.18% 79
2024
Q3 		$2.29M Sell
21,090
-1,640
-7% -$177K 0.18% 79
2024
Q2 		$2.42M Buy
22,730
+8,127
+56% +$866K 0.19% 79
2024
Q1 		$1.57M Buy
14,603
+2,546
+21% +$275K 0.13% 100
2023
Q4 		$1.31M Sell
12,057
-5,556
-32% -$581K 0.12% 123
2023
Q3 		$1.81M Sell
17,613
-255
-1% -$26.9K 0.18% 80
2023
Q2 		$1.91M Sell
17,868
-477
-3% -$51K 0.18% 89
2023
Q1 		$1.98M Sell
18,345
-241
-1% -$25.8K 0.2% 72
2022
Q4 		$1.96M Buy
18,586
+580
+3% +$60.4K 0.2% 74
2022
Q3 		$1.85M Sell
18,006
-4,214
-19% -$448K 0.18% 78
2022
Q2 		$2.36M Sell
22,220
-68,542
-76% -$7.31M 0.21% 68
2022
Q1 		$9.95M Buy
90,762
+43,361
+91% +$4.89M 0.76% 41
2021
Q4 		$5.51M Sell
47,401
-1,690
-3% -$196K 0.4% 52
2021
Q3 		$5.7M Sell
49,091
-497
-1% -$58.3K 0.44% 53
2021
Q2 		$5.81M Buy
49,588
+949
+2% +$111K 0.44% 52
2021
Q1 		$5.64M Buy
48,639
+1,661
+4% +$194K 0.48% 59
2020
Q4 		$5.51M Buy
46,978
+193
+0.4% +$22.4K 0.49% 65
2020
Q3 		$5.42M Buy
46,785
+936
+2% +$109K 0.52% 59
2020
Q2 		$5.29M Buy
45,849
+1,359
+3% +$154K 0.55% 58
2020
Q1 		$5.03M Sell
44,490
-493
-1% -$56.3K 0.63% 41
2019
Q4 		$5.12M Buy
44,983
+6,243
+16% +$711K 0.5% 56
2019
Q3 		$4.42M Sell
38,740
-51
-0.1% -$5.82K 0.44% 58
2019
Q2 		$4.39M Sell
38,791
-1,137
-3% -$127K 0.45% 58
2019
Q1 		$4.44M Buy
39,928
+1,911
+5% +$210K 0.48% 54
2018
Q4 		$4.14M Buy
38,017
+6,854
+22% +$738K 0.68% 35
2018
Q3 		$3.36M Sell
31,163
-2,408
-7% -$262K 0.34% 69
2018
Q2 		$3.66M Sell
33,571
-2,861
-8% -$310K 0.39% 57
2018
Q1 		$3.97M Sell
36,432
-38,478
-51% -$4.2M 0.44% 52
2017
Q4 		$8.3M Buy
74,910
+5,050
+7% +$559K 0.97% 38
2017
Q3 		$7.75M Buy
69,860
+1,286
+2% +$143K 0.97% 39
2017
Q2 		$7.55M Buy
68,574
+1,527
+2% +$168K 0.98% 39
2017
Q1 		$7.3M Buy
67,047
+7,577
+13% +$821K 1% 37
2016
Q4 		$6.43M Sell
59,470
-97,721
-62% -$10.7M 0.97% 41
2016
Q3 		$17.7M Sell
157,191
-152
-0.1% -$17.2K 2.8% 4
2016
Q2 		$17.9M Buy
157,343
+46,321
+42% +$5.21M 2.94% 3
2016
Q1 		$12.3M Sell
111,022
-30,350
-21% -$3.38M 2% 12
2015
Q4 		$15.7M Buy
141,372
+34,145
+32% +$3.75M 2.58% 9
2015
Q3 		$11.6M Hold
107,227
– – 1.68% 25
2015
Q2 		$11.6M Sell
107,227
-9,477
-8% -$1.03M 1.68% 25
2015
Q1 		$12.9M Buy
116,704
+39,722
+52% +$4.39M 0.45% 48
2014
Q4 		$8.49M Buy
+76,982
New +$8.46M 0.41% 65

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

Beaumont Financial Advisors's MUB Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 4.7% in Q2 2026, selling an estimated $70.2K and leaving 13,263 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #138.

Beaumont Financial Advisors first reported a position in MUB in Q4 2014 and has held it in 47 quarters since. The position peaked at $17.9M in Q2 2016. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Beaumont Financial Advisors held 13,263 shares of iShares National Muni Bond ETF worth $1.43M as of Q2 2026.
  • Beaumont Financial Advisors sold 656 iShares National Muni Bond ETF shares in Q2 2026, an estimated $70.2K.
  • iShares National Muni Bond ETF made up 0.09% of Beaumont Financial Advisors's portfolio in Q2 2026, its #138 holding.
  • Beaumont Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Beaumont Financial Advisors's iShares National Muni Bond ETF position peaked at $17.9M in Q2 2016.
  • 1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.