Bowman & Company’s iShares National Muni Bond ETF MUB Stock Holding History

Bowman & Company’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
2025 Q4	$1.19M	Sell	11,090 -590	-5%	-$63.2K	0.5%	55
2025 Q3	$1.24M	Buy	11,680 +2,135	+22%	+$223K	0.52%	54
2025 Q2	$997K	Sell	9,545 -12,662	-57%	-$1.32M	0.44%	61
2025 Q1	$2.34M	Buy	22,207 +1,530	+7%	+$163K	1.15%	23
2024 Q4	$2.2M	Buy	+20,677	New	+$2.22M	1.14%	21
2023 Q1	–	Sell	-3,725	Closed	-$393K	–	92
2022 Q4	$393K	Buy	+3,725	New	+$388K	0.3%	64

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bowman & Company's MUB Position: Q4 2025 in Review

Bowman & Company reduced its iShares National Muni Bond ETF (MUB) stake by 5.1% in Q4 2025, selling an estimated $63.2K and leaving 11,090 shares worth $1.19M. The position accounts for 0.5% of the portfolio, ranked #55.

Bowman & Company first reported a position in MUB in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.34M in Q1 2025. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Bowman & Company held 11,090 shares of iShares National Muni Bond ETF worth $1.19M as of Q4 2025.
Bowman & Company sold 590 iShares National Muni Bond ETF shares in Q4 2025, an estimated $63.2K.
iShares National Muni Bond ETF made up 0.5% of Bowman & Company's portfolio in Q4 2025, its #55 holding.
Bowman & Company first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 6 quarters since.
Bowman & Company's iShares National Muni Bond ETF position peaked at $2.34M in Q1 2025.
1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.