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Becker Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Becker Capital 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
Q1 		$524K Buy
4,935
+1,159
+31% +$125K 0.02% 214
2025
Q4 		$404K Sell
3,776
-893
-19% -$95.6K 0.01% 243
2025
Q3 		$497K Buy
4,669
+80
+2% +$8.37K 0.01% 223
2025
Q2 		$479K Sell
4,589
-30,642
-87% -$3.19M 0.01% 220
2025
Q1 		$3.71M Buy
35,231
+2,321
+7% +$247K 0.12% 114
2024
Q4 		$3.51M Hold
32,910
– – 0.11% 114
2024
Q3 		$3.58M Buy
+32,910
New +$3.55M 0.12% 118

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Becker Capital Management's MUB Position: Q1 2026 in Review

Becker Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 31% in Q1 2026, buying an estimated $125K and bringing the position to 4,935 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #214.

Becker Capital Management first reported a position in MUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.71M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Becker Capital Management held 4,935 shares of iShares National Muni Bond ETF worth $524K as of Q1 2026.
  • Becker Capital Management bought 1,159 iShares National Muni Bond ETF shares in Q1 2026, an estimated $125K.
  • iShares National Muni Bond ETF made up 0.02% of Becker Capital Management's portfolio in Q1 2026, its #214 holding.
  • Becker Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Becker Capital Management's iShares National Muni Bond ETF position peaked at $3.71M in Q1 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.