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Bigelow Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Bigelow Investment 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
Q1 		$435K Buy
4,094
+100
+3% +$10.8K 0.17% 113
2025
Q4 		$428K Sell
3,994
-205
-5% -$21.9K 0.17% 120
2025
Q3 		$447K Sell
4,199
-593
-12% -$62.1K 0.18% 119
2025
Q2 		$501K Sell
4,792
-572
-11% -$59.5K 0.22% 109
2025
Q1 		$566K Sell
5,364
-495
-8% -$52.6K 0.27% 95
2024
Q4 		$624K Sell
5,859
-330
-5% -$35.5K 0.29% 92
2024
Q3 		$672K Sell
6,189
-1,435
-19% -$155K 0.3% 96
2024
Q2 		$812K Sell
7,624
-116
-1% -$12.4K 0.39% 78
2024
Q1 		$833K Sell
7,740
-78
-1% -$8.42K 0.41% 75
2023
Q4 		$848K Buy
+7,818
New +$817K 0.46% 66
2023
Q1 		– Sell
-4,479
Closed -$479K – 98
2022
Q4 		$473K Sell
4,479
-5,499
-55% -$573K 0.27% 98
2022
Q3 		$1.02M Sell
9,978
-3,877
-28% -$412K 0.61% 50
2022
Q2 		$1.47M Buy
13,855
+6,242
+82% +$666K 0.81% 35
2022
Q1 		$835K Buy
7,613
+4,721
+163% +$533K 0.39% 66
2021
Q4 		$336K Buy
2,892
+165
+6% +$19.2K 0.15% 115
2021
Q3 		$317K Buy
2,727
+882
+48% +$103K 0.16% 114
2021
Q2 		$216K Hold
1,845
– – 0.1% 138
2021
Q1 		$214K Buy
+1,845
New +$215K 0.11% 137

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

Bigelow Investment Advisors's MUB Position: Q1 2026 in Review

Bigelow Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 2.5% in Q1 2026, buying an estimated $10.8K and bringing the position to 4,094 shares worth $435K. The position accounts for 0.17% of the portfolio, ranked #113.

Bigelow Investment Advisors first reported a position in MUB in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q2 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Bigelow Investment Advisors held 4,094 shares of iShares National Muni Bond ETF worth $435K as of Q1 2026.
  • Bigelow Investment Advisors bought 100 iShares National Muni Bond ETF shares in Q1 2026, an estimated $10.8K.
  • iShares National Muni Bond ETF made up 0.17% of Bigelow Investment Advisors's portfolio in Q1 2026, its #113 holding.
  • Bigelow Investment Advisors first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Bigelow Investment Advisors's iShares National Muni Bond ETF position peaked at $1.47M in Q2 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.