BDFN
MUB icon

Bond & Devick Financial Network’s iShares National Muni Bond ETF MUB Stock Holding History

Bond & Devick Financial Network’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 		$1.18M Buy
10,988
+343
+3% +$36.7K 0.29% 56
2026
Q1 		$1.13M Buy
10,645
+555
+6% +$59.7K 0.32% 47
2025
Q4 		$1.08M Buy
10,090
+1,069
+12% +$114K 0.3% 48
2025
Q3 		$961K Sell
9,021
-12
-0.1% -$1.26K 0.29% 54
2025
Q2 		$944K Sell
9,033
-3,288
-27% -$342K 0.31% 53
2025
Q1 		$1.3M Sell
12,321
-499
-4% -$53.1K 0.47% 29
2024
Q4 		$1.39M Hold
12,820
– – 0.6% 30
2024
Q3 		$1.39M Buy
12,820
+1,788
+16% +$193K 0.6% 30
2024
Q2 		$1.18M Buy
11,032
+1,402
+15% +$149K 0.63% 26
2024
Q1 		$1.04M Sell
9,630
-874
-8% -$94.3K 0.56% 31
2023
Q4 		$1.14M Buy
10,504
+516
+5% +$53.9K 0.65% 24
2023
Q3 		$1.02M Sell
9,988
-71
-0.7% -$7.49K 0.66% 26
2023
Q2 		$1.07M Buy
10,059
+822
+9% +$87.9K 0.67% 24
2023
Q1 		$995K Buy
9,237
+1,310
+17% +$140K 0.64% 29
2022
Q4 		$836K Sell
7,927
-1,535
-16% -$160K 0.6% 34
2022
Q3 		$971K Sell
9,462
-26
-0.3% -$2.76K 0.8% 26
2022
Q2 		$1.01M Sell
9,488
-589
-6% -$62.9K 0.88% 26
2022
Q1 		$1.1M Sell
10,077
-1,448
-13% -$163K 0.88% 21
2021
Q4 		$1.34M Buy
11,525
+184
+2% +$21.4K 1.01% 20
2021
Q3 		$1.32M Buy
11,341
+1,534
+16% +$180K 1.09% 19
2021
Q2 		$1.15M Buy
9,807
+127
+1% +$14.8K 0.95% 23
2021
Q1 		$1.12M Buy
9,680
+41
+0.4% +$4.78K 1.04% 22
2020
Q4 		$1.13M Buy
+9,639
New +$1.12M 1.29% 17

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

Bond & Devick Financial Network's MUB Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares National Muni Bond ETF (MUB) stake by 3.2% in Q2 2026, buying an estimated $36.7K and bringing the position to 10,988 shares worth $1.18M. The position accounts for 0.29% of the portfolio, ranked #56.

Bond & Devick Financial Network first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Bond & Devick Financial Network held 10,988 shares of iShares National Muni Bond ETF worth $1.18M as of Q2 2026.
  • Bond & Devick Financial Network bought 343 iShares National Muni Bond ETF shares in Q2 2026, an estimated $36.7K.
  • iShares National Muni Bond ETF made up 0.29% of Bond & Devick Financial Network's portfolio in Q2 2026, its #56 holding.
  • Bond & Devick Financial Network first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Bond & Devick Financial Network's iShares National Muni Bond ETF position peaked at $1.39M in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.