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Bernardo Wealth Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Bernardo Wealth Planning’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 		$2.05M Sell
19,034
-456
-2% -$48.8K 0.35% 38
2026
Q1 		$2.07M Buy
19,490
+283
+1% +$30.4K 0.41% 35
2025
Q4 		$2.06M Buy
19,207
+2,389
+14% +$256K 0.39% 34
2025
Q3 		$1.79M Buy
16,818
+813
+5% +$85.1K 0.35% 38
2025
Q2 		$1.67M Sell
16,005
-1,079
-6% -$112K 0.36% 36
2025
Q1 		$1.8M Buy
17,084
+130
+0.8% +$13.8K 0.43% 33
2024
Q4 		$1.79M Sell
16,954
-2,459
-13% -$264K 0.43% 32
2024
Q3 		$2.09M Sell
19,413
-1,719
-8% -$185K 0.51% 29
2024
Q2 		$2.25M Buy
21,132
+38
+0.2% +$4.05K 0.61% 30
2024
Q1 		$2.27M Sell
21,094
-1,146
-5% -$124K 0.63% 30
2023
Q4 		$2.41M Buy
22,240
+10,749
+94% +$1.12M 0.76% 29
2023
Q3 		$1.18M Buy
11,491
+658
+6% +$69.4K 0.47% 32
2023
Q2 		$1.16M Sell
10,833
-66
-0.6% -$7.05K 0.46% 32
2023
Q1 		$1.17M Buy
10,899
+877
+9% +$93.7K 0.5% 33
2022
Q4 		$1.06M Sell
10,022
-16,300
-62% -$1.7M 0.49% 35
2022
Q3 		$2.69M Buy
26,322
+15,901
+153% +$1.69M 1.52% 16
2022
Q2 		$1.11M Buy
10,421
+381
+4% +$40.7K 0.63% 28
2022
Q1 		$1.1M Sell
10,040
-1,295
-11% -$146K 0.55% 27
2021
Q4 		$1.32M Buy
11,335
+453
+4% +$52.6K 0.64% 27
2021
Q3 		$1.26M Buy
10,882
+746
+7% +$87.5K 0.73% 27
2021
Q2 		$1.19M Buy
10,136
+22
+0.2% +$2.57K 0.71% 25
2021
Q1 		$1.17M Buy
10,114
+593
+6% +$69.2K 0.75% 25
2020
Q4 		$1.11M Buy
9,521
+891
+10% +$104K 0.43% 44
2020
Q3 		$1M Buy
8,630
+160
+2% +$18.6K 0.45% 43
2020
Q2 		$977K Buy
8,470
+4,994
+144% +$567K 0.52% 41
2020
Q1 		$392K Buy
+3,476
New +$397K 0.27% 91
2019
Q1 		– Sell
-4,263
Closed -$465K – 149
2018
Q4 		$465K Buy
+4,263
New +$459K 0.41% 57

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

Bernardo Wealth Planning's MUB Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its iShares National Muni Bond ETF (MUB) stake by 2.3% in Q2 2026, selling an estimated $48.8K and leaving 19,034 shares worth $2.05M. The position accounts for 0.35% of the portfolio, ranked #38.

Bernardo Wealth Planning first reported a position in MUB in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.69M in Q3 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Bernardo Wealth Planning held 19,034 shares of iShares National Muni Bond ETF worth $2.05M as of Q2 2026.
  • Bernardo Wealth Planning sold 456 iShares National Muni Bond ETF shares in Q2 2026, an estimated $48.8K.
  • iShares National Muni Bond ETF made up 0.35% of Bernardo Wealth Planning's portfolio in Q2 2026, its #38 holding.
  • Bernardo Wealth Planning first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • Bernardo Wealth Planning's iShares National Muni Bond ETF position peaked at $2.69M in Q3 2022.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.