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 Q2	$644K	Buy	5,982 +1,047	+21%	+$112K	0.02%	208
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Becker Capital Management's MUB Position: Q2 2026 in Review

Becker Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 21% in Q2 2026, buying an estimated $112K and bringing the position to 5,982 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #208.

Becker Capital Management first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.71M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Becker Capital Management held 5,982 shares of iShares National Muni Bond ETF worth $644K as of Q2 2026.
Becker Capital Management bought 1,047 iShares National Muni Bond ETF shares in Q2 2026, an estimated $112K.
iShares National Muni Bond ETF made up 0.02% of Becker Capital Management's portfolio in Q2 2026, its #208 holding.
Becker Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Becker Capital Management's iShares National Muni Bond ETF position peaked at $3.71M in Q1 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.