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

BIP Wealth’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 		$13.3M Buy
123,417
+33,880
+38% +$3.62M 0.38% 54
2026
Q1 		$9.5M Sell
89,537
-37
-0% -$3.98K 0.39% 55
2025
Q4 		$9.59M Buy
89,574
+18,422
+26% +$1.97M 0.34% 64
2025
Q3 		$7.58M Buy
71,152
+44,917
+171% +$4.7M 0.37% 50
2025
Q2 		$2.74M Buy
26,235
+11,906
+83% +$1.24M 0.17% 60
2025
Q1 		$1.51M Buy
14,329
+3,194
+29% +$340K 0.1% 74
2024
Q4 		$1.19M Buy
11,135
+412
+4% +$44.3K 0.08% 89
2024
Q3 		$1.16M Buy
10,723
+4,934
+85% +$532K 0.08% 86
2024
Q2 		$617K Sell
5,789
-1,148
-17% -$122K 0.05% 105
2024
Q1 		$746K Buy
6,937
+1,379
+25% +$149K 0.05% 100
2023
Q4 		$603K Sell
5,558
-1,046
-16% -$109K 0.05% 105
2023
Q3 		$677K Sell
6,604
-2
-0% -$211 0.06% 86
2023
Q2 		$705K Sell
6,606
-1,086
-14% -$116K 0.06% 90
2023
Q1 		$829K Buy
+7,692
New +$822K 0.09% 85

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

BIP Wealth's MUB Position: Q2 2026 in Review

BIP Wealth increased its iShares National Muni Bond ETF (MUB) stake by 38% in Q2 2026, buying an estimated $3.62M and bringing the position to 123,417 shares worth $13.3M. The position accounts for 0.38% of the portfolio, ranked #54.

BIP Wealth first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • BIP Wealth held 123,417 shares of iShares National Muni Bond ETF worth $13.3M as of Q2 2026.
  • BIP Wealth bought 33,880 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.62M.
  • iShares National Muni Bond ETF made up 0.38% of BIP Wealth's portfolio in Q2 2026, its #54 holding.
  • BIP Wealth first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.