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

Bogart Wealth LLC’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 		$190K Buy
1,767
+90
+5% +$9.63K 0.01% 298
2026
Q1 		$178K Hold
1,677
– – 0.01% 274
2025
Q4 		$180K Hold
1,677
– – 0.01% 265
2025
Q3 		$179K Hold
1,677
– – 0.01% 260
2025
Q2 		$175K Hold
1,677
– – 0.01% 254
2025
Q1 		$177K Hold
1,677
– – 0.01% 239
2024
Q4 		$179K Buy
1,677
+100
+6% +$10.7K 0.01% 230
2024
Q3 		$171K Buy
1,577
+1,039
+193% +$112K 0.01% 228
2024
Q2 		$57.3K Sell
538
-532
-50% -$56.7K ﹤0.01% 379
2024
Q1 		$115K Buy
1,070
+532
+99% +$57.4K 0.01% 261
2023
Q4 		$58.3K Buy
538
+536
+26,800% +$56K ﹤0.01% 352
2023
Q3 		$205 Hold
2
– – ﹤0.01% 1041
2023
Q2 		$213 Hold
2
– – ﹤0.01% 1018
2023
Q1 		$215 Sell
2
-7
-78% -$748 ﹤0.01% 1078
2022
Q4 		$950 Sell
9
-14
-61% -$1.46K ﹤0.01% 864
2022
Q3 		$2K Sell
23
-375
-94% -$39.9K ﹤0.01% 828
2022
Q2 		$42K Buy
398
+178
+81% +$19K ﹤0.01% 304
2022
Q1 		$24K Sell
220
-76
-26% -$8.58K ﹤0.01% 358
2021
Q4 		$34K Buy
296
+76
+35% +$8.82K ﹤0.01% 309
2021
Q3 		$26K Buy
220
+9
+4% +$1.05K ﹤0.01% 324
2021
Q2 		$25K Buy
211
+11
+6% +$1.28K ﹤0.01% 314
2021
Q1 		$23K Sell
200
-207
-51% -$24.1K ﹤0.01% 306
2020
Q4 		$47K Hold
407
– – 0.01% 203
2020
Q3 		$47K Buy
+407
New +$47.3K 0.01% 193

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

Bogart Wealth LLC's MUB Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares National Muni Bond ETF (MUB) stake by 5.4% in Q2 2026, buying an estimated $9.63K and bringing the position to 1,767 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #298.

Bogart Wealth LLC first reported a position in MUB in Q3 2020 and has held it in 24 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Bogart Wealth LLC held 1,767 shares of iShares National Muni Bond ETF worth $190K as of Q2 2026.
  • Bogart Wealth LLC bought 90 iShares National Muni Bond ETF shares in Q2 2026, an estimated $9.63K.
  • iShares National Muni Bond ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #298 holding.
  • Bogart Wealth LLC first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.