BOK Financial Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

BOK Financial Private 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	–	Sell	-586	Closed	-$62.2K	–	807
2026 Q1	$62.2K	Buy	+586	New	+$63K	﹤0.01%	250
2024 Q3	–	Sell	-190	Closed	-$20.2K	–	548
2024 Q2	$20.2K	Hold	190	–	–	﹤0.01%	337
2024 Q1	$20.4K	Hold	190	–	–	﹤0.01%	324
2023 Q4	$20.6K	Buy	+190	New	+$19.9K	﹤0.01%	314
2022 Q1	–	Sell	-3,024	Closed	-$352K	–	330
2021 Q4	$352K	Buy	+3,024	New	+$351K	0.02%	206
2021 Q1	–	Sell	-1,851	Closed	-$217K	–	200
2020 Q4	$217K	Hold	1,851	–	–	0.02%	173
2020 Q3	$215K	Buy	+1,851	New	+$215K	0.02%	157

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BOK Financial Private Wealth's MUB Position: Q2 2026 in Review

BOK Financial Private Wealth sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 586 shares — an estimated $62.2K sold.

BOK Financial Private Wealth first reported a position in MUB in Q3 2020 and held it in 7 quarters. The position peaked at $352K in Q4 2021. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

BOK Financial Private Wealth reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
BOK Financial Private Wealth sold 586 iShares National Muni Bond ETF shares in Q2 2026, an estimated $62.2K.
BOK Financial Private Wealth first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 7 quarters.
BOK Financial Private Wealth's iShares National Muni Bond ETF position peaked at $352K in Q4 2021.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.