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BDFN
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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