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

Bernard 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
Q1 		$147K Sell
1,388
-349
-20% -$37.5K 0.06% 73
2025
Q4 		$186K Buy
1,737
+197
+13% +$21.1K 0.08% 63
2025
Q3 		$164K Sell
1,540
-578
-27% -$60.5K 0.07% 68
2025
Q2 		$221K Sell
2,118
-202
-9% -$21K 0.1% 58
2025
Q1 		$245K Sell
2,320
-656
-22% -$69.8K 0.12% 53
2024
Q4 		$317K Buy
+2,976
New +$320K 0.15% 48

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

Bernard Wealth Management's MUB Position: Q1 2026 in Review

Bernard Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 20% in Q1 2026, selling an estimated $37.5K and leaving 1,388 shares worth $147K. The position accounts for 0.06% of the portfolio, ranked #73.

Bernard Wealth Management first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $317K in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Bernard Wealth Management held 1,388 shares of iShares National Muni Bond ETF worth $147K as of Q1 2026.
  • Bernard Wealth Management sold 349 iShares National Muni Bond ETF shares in Q1 2026, an estimated $37.5K.
  • iShares National Muni Bond ETF made up 0.06% of Bernard Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Bernard Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's iShares National Muni Bond ETF position peaked at $317K in Q4 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.